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Best financial advisors in Fredonia, NY

Registered advisers within 25 miles of Fredonia, NY.

Offices
32
Firms
17
Combined AUM
$3.81T
Firm-wide filings, not assets booked only here
Clients
548K
548,179 clients when Item 5C has a number
Avg / client
$6.95M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
HBKS WEALTH ADVISORS
NWF ADVISORY SERVICES INC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
M.B. ENGDAHL & CO.
EQUITABLE ADVISORS, LLC

Investors

JOHN PATRICK CUDDIHY
Lorie Anne Crowell
Joel W Muth
LAWRENCE CHRISTOPHER FIORELLA
GERALD WILLIAM HALL
JAMES ANTHONY ARCORACI
KEVIN DANIEL ASTRY
MICHAEL EDWARD RINGLER
Shania Uhteg
LUKE JAY BUEHLER
Jacob L Buehler
DAVID MICHAEL DUNNING
JOSEPH LOUIS GUGINO
STEVEN BARRY STROTHMAN
ALEC JOHN WITKOWSKI
Jason M Carlin
Amee Sue Wright
ROMER MENDEZ
RICHARD NORMAN ANDERSEN
Noah Evans Weinstein
DOUGLAS LINDSLEY SCHUTTE
LORI JO FISCHER
David William Meekins
Kathryn Marie Colvin
Timur Johnson Tyra
Cheryl Ann Himmel
CHADWICK J MURRAY
NICHOLAS S LUDWA

Within 25 miles of Fredonia, NY, Best Investors lists 17 registered investment advisory firms with 32 offices nearby, managing about $3.81T in combined regulatory AUM across 548,179 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 Fredonia

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B 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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 NEWEDGE ADVISORS 122 clients · 620 advisers $43.2B AUM