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Best financial advisors in Fair Haven, NY

Registered advisers within 25 miles of Fair Haven, NY.

Offices
17
Firms
12
Combined AUM
$3.50T
Firm-wide filings, not assets booked only here
Clients
534K
533,926 clients when Item 5C has a number
Avg / client
$6.56M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
LEIGH BALDWIN & CO., LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LINCOLN INVESTMENT
PFS INVESTMENTS INC.

Investors

ANDREW JAMES MANGANO
CHRISTIAN TRYGVE-LEE STOUT
Aaron Hausman
MICHAEL ANTHONY DOUGLASS
Ryan John Brophy
JAMES CAMERON BRANCH CURRIER
CHRISTOPHER NICHOLAS ASSIMON
MICHAEL M DELORME
RANDY LEE ZEIGLER
Sean Gardner
Benjamin Ryan
Stanley J Cerlanek
Robert A Rolfe
STEVEN ERIC GOTTLIEB
DAVID DOMINIC MIRABITO
TIFFANY A HOFF
MICHAEL CHARLES HERHOLTZ
JASON SHANNON
STANLEY B. WARNER
Nicholas Barnes
Scott Richard Northrup
DANIEL LEE MICHEL
JULIE LYNN CARR
TINA LOUISE SOLOMON
ANTHONY FISHER
MICHAEL R ADAMS
RUTH BANEGAS
Neil Pecka
SEAN R BECKER
Brian Clifford
JEREMY MICHAEL WOOD
Peter Bertone

Within 25 miles of Fair Haven, NY, Best Investors lists 12 registered investment advisory firms with 17 offices nearby, managing about $3.50T in combined regulatory AUM across 533,926 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 Fair Haven

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM