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Best financial advisors in Findley Lake, NY

Registered advisers within 25 miles of Findley Lake, NY.

Offices
108
Firms
51
Combined AUM
$10.0T
Firm-wide filings, not assets booked only here
Clients
1.33M
1,330,071 clients when Item 5C has a number
Avg / client
$7.53M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EQUITABLE ADVISORS, LLC
ARKADIOS WEALTH ADVISORS
EVANOFF FINANCIAL ADVISORS
NEWEDGE ADVISORS

Investors

Joellen Trexler Nelson
ROBERT MEARLE MARTIN
Rebecca Rae Hausmann
SAMUEL NATALE VRENNA
Ethan Taylor Samueloff
Adam Douglas Nelson
Chelsea Alexandra Nelson
Skyler Ozhen Edwards
MARK A STOCKARD
BRANDON JOSEPH ARMELLA
BRADLEY D SCHWAB
BRANDON JOSEPH FRESCH
CHRISTI SUE Cristians
ROMER MENDEZ
David M Garres
Gary Mark Barnes
ROGER A BURLINGAME
JEREMY MICHAEL BORRERO
TIMOTHY JAMES MORELAND
Michael R Baer
THOMAS MICHAEL BAER
HARRY LAWRENCE EVANOFF
Edward Francis Wright
PAUL RAYMOND HAKEL

Within 25 miles of Findley Lake, NY, Best Investors lists 51 registered investment advisory firms with 108 offices nearby, managing about $10.0T in combined regulatory AUM across 1,330,071 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 Findley Lake

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM