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Best financial advisors in Elwood, NY

Registered advisers within 25 miles of Elwood, NY.

Offices
1,928
Firms
921
Combined AUM
$20.2T
Firm-wide filings, not assets booked only here
Clients
2.92M
2,923,558 clients when Item 5C has a number
Avg / client
$6.92M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
THE PINNACLE FINANCIAL GROUP
CITIZENS SECURITIES, INC.
CITIGROUP GLOBAL MARKETS INC.
CETERA INVESTMENT ADVISERS LLC
RICHARD L. EISNER, C.P.A., P.C.
STATE FARM INVESTMENT MANAGEMENT CORP.
ALAN M. ROSEMAN CPA LLC
LPL ENTERPRISE, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Kevin St Jean
Nikia Adams
Ryan Danley
Heather Marie Steiniger
JOSEPH ANTHONY PALESE
Douglas Scott Sinclair
HAROLD JAMES RIVENBURGH
Joseph K Lopresti
Nicholas G. Lupi
Brendan M. Shepherd
Erik Francisco Vasquez
Joseph Salehi
GREGG MARSDEN
PATRICIA M DOUGLAS
Nino J Colletti
PAUL JOSEPH LAFOUNTAIN
Xiomara Melissa Avecillas
Jason D Rubinstein
Roberta Sue Kahn
WILLIAM J ANDERSEN
KENNETH LAWRENCE SPIELMAN
RICHARD LEE EISNER
NEIL LAWRENCE HASSETT
STEVEN PATRICK GIMELI
ALBERT MYUNGJOON KIM
Thomas Joseph Kolakowski
Robert Sterling Madden
Christopher Sheldon Kaiser
Gregg R. Evangelist
ELLEN M HOUSTON
SUSAN LYNN WHITCOMB
JUDITH KALB BECKMAN
PETER RICHARD HALL
VINCENT JOHN FAMULARI

Within 25 miles of Elwood, NY, Best Investors lists 921 registered investment advisory firms with 1,928 offices nearby, managing about $20.2T in combined regulatory AUM across 2,923,558 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 Elwood

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM