Best financial advisors in Elba, NY

Registered advisers within 25 miles of Elba, NY.

Offices

59

Firms

21

Combined AUM

$5.71T

Firm-wide filings, not assets booked only here

Clients

1.21M

1,210,028 clients when Item 5C has a number

Avg / client

$4.72M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

121 NORTH MAIN STREET
OAKFIELD, NY 14125

LPL FINANCIAL LLC

4214 VETERANS MEMORIAL DRIVE
BATAVIA, NY 14020

PRINCIPAL SECURITIES, INC.

401 W Main St
Batavia, NY 14020

LPL FINANCIAL LLC

55 MAIN STREET
BATAVIA, NY 14020-2199

AMERIPRISE FINANCIAL SERVICES, LLC

113 MAIN ST
BATAVIA, NY 14020

AMERIPRISE FINANCIAL SERVICES, LLC

219 E Main St
Batavia, NY 14020

EDWARD JONES

7 JACKSON ST
BATAVIA, NY 14020

LPL FINANCIAL LLC

216 E MAIN ST STE 2
BATAVIA, NY 14020-2221

LPL ENTERPRISE, LLC

1 COURT STREET PLAZA
BATAVIA, NY 14020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

21 MASSE PL
BATAVIA, NY 14020

COMMONWEALTH FINANCIAL NETWORK

1 Mill Street Suite 100
Batavia, NY 14020

EQUITABLE ADVISORS, LLC

43 JACKSON STREET SUITE #5
BATAVIA, NY 14020

LPL FINANCIAL LLC

6670 FOURTH SECTION RD
BROCKPORT, NY 14420-2448

12.9 miles away

EDWARD JONES

4756 Lake Road
Brockport, NY 14420

13.2 miles away

KEY INVESTMENT SERVICES LLC

4707 LAKE ROAD SOUTH
BROCKPORT, NY 14420

13.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

11297 MAPLE RIDGE RD
Medina, NY 14103

13.4 miles away

KEY INVESTMENT SERVICES LLC

514 Main Street
Medina, NY 14103

13.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

29 Clinton St
Brockport, NY 14420

J.P. MORGAN SECURITIES LLC

66 MAIN STREET
BROCKPORT, NY 14420

CETERA INVESTMENT ADVISERS LLC

11075 WEST CENTER STREET EXT
MEDINA, NY 14103

14.5 miles away

Firms

LPL FINANCIAL LLC

PRINCIPAL SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

LPL ENTERPRISE, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

COMMONWEALTH FINANCIAL NETWORK

EQUITABLE ADVISORS, LLC

KEY INVESTMENT SERVICES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

CETERA INVESTMENT ADVISERS LLC

Investors

DEAN WESLEY WALDRON

MATTHEW DEAN WALDRON

SHEVONNE LA'NEY OLMSTEAD

Maxwell Dennis Havens

EDWARD LISOWSKI

ANTHONY VINCENT MANCUSO

MARK EARL WOODWARD

Holden Thomas Borrelli

Michael Robert Marsh

JUDY ANN THOMPSON

Michael Battaglia

SHARI LYNN SALIM

DAVID JOHN ZAUNER

CALVIN JOHN KLEMMER

Michael JOHN Grammatico

MICHAEL ANDREW ANDERSON

Emily LOUISE Marling

CHRISTOPHER CHARLES WHITE

Steven Paul Tufts

MICHAEL CHRISTOPHER RESTIVO

STEPHEN T. HICKS

BENJAMIN D GEIST

Jessica Rey Burris

ISABELLA TESS FOLTYNIAK

MARK STEVEN LEWIS

Robert John Rice

NORMAND RICHARD FLUET

MILENDA SUE KILBY

SCOTT BRADLEY SCHICKLING

Within 25 miles of Elba, NY, Best Investors lists 21 registered investment advisory firms with 59 offices nearby, managing about $5.71T in combined regulatory AUM across 1,210,028 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Elba

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM