Best Investors Account Sign in

Best financial advisors in Ferndale, NY

Registered advisers within 25 miles of Ferndale, NY.

Offices
16
Firms
9
Combined AUM
$4.33T
Firm-wide filings, not assets booked only here
Clients
721K
720,622 clients when Item 5C has a number
Avg / client
$6.01M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
PROSPERA FINANCIAL SERVICES, INC.
J.P. MORGAN SECURITIES LLC
PRINCIPAL SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
EDWARD JONES

Investors

Samantha Loughlin
CRAIG DALE CRUMP
ALAN BURT GOODMAN
LORI CHRISTINE SIPOS
LINDA JANE BARRIGER
Eric S. Sappington
Jason Perry
Jarryd Paul Killian
CATHERINE M COOMBE
PHILIP COOMBE
DANIEL MARK COUSE
MILES ANTHONY
Anthony Perez
SENTA LISA CURRAN
DARREN TODD MCCARTHY
ALI IFTIKHAR
Evan Kirsch
CONNOR JAYMES COYLE
Evan Kowalczyk
JAMES KEITH DEMMER
SCOTT RICHARD ONOFRY
Ulana Marie Emerson

Within 25 miles of Ferndale, NY, Best Investors lists 9 registered investment advisory firms with 16 offices nearby, managing about $4.33T in combined regulatory AUM across 720,622 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 Ferndale

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 PROSPERA FINANCIAL SERVICES, INC. 14 clients · 279 advisers $12.4B AUM