Best Investors Account Sign in

Best financial advisors in Erieville, NY

Registered advisers within 25 miles of Erieville, NY.

Offices
169
Firms
77
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
2.98M
2,977,068 clients when Item 5C has a number
Avg / client
$3.73M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
LEIGH BALDWIN & CO., LLC
MML INVESTORS SERVICES, LLC
DARK HORSE WEALTH LLC
VOYA FINANCIAL ADVISORS, INC.
LPL FINANCIAL LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
CREATIVE FINANCIAL DESIGNS, INC.

Investors

CYNTHIA ANN DECKER
JOHN EDWARD RYAN
MARY ELIZABETH O'MALLEY
DANIEL ALFRED PARKIN
LEIGH DOUGLAS BALDWIN
MICHAEL ALVIN WOLTMAN
AMY WARD JONES
Erich Fradenburg
ALAN CHRISTOPHER BALDWIN
WILLIAM ALTON DOLLY
PETER GERARD CARCHEDI
JACK ALAN STEVENS
JUDSON WILLIAM AMES
CHARLES FRANCIS SOVIK
BRUCE SINCLAIR ERATH
ALEXANDRA CATHERINE ERATH
STEPHEN PAUL DONELLA
HELEN KEMPA CHAMBERS
JOHN PAUL HARMATUK
MICHAEL AUGUST SIDELLO
Mary Stuart Swan
Robert Stephen Richardson
JEFFREY MARK DUNSEATH
ROBERT BARRY ECKERMANN
STEPHANIE MARIE GARLOCK
MARK WILLIAM HILLS
URI DOOLITTLE
RICHARD PAUL JENKINS
MAURO U BOTTONI
Benjamin Michael Osinski
GREGORY FRANCIS WILT
BRADLEY PAUL CANAVAN
Zachary M Luhr
Joseph A Alnutt
ALAN EDWARD CHANDLER
JARED MATTHEW HOUSEMAN

Within 25 miles of Erieville, NY, Best Investors lists 77 registered investment advisory firms with 169 offices nearby, managing about $11.1T in combined regulatory AUM across 2,977,068 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 Erieville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM