Best Investors Account Sign in

Best financial advisors in Gainesville, NY

Registered advisers within 25 miles of Gainesville, NY.

Offices
25
Firms
18
Combined AUM
$3.78T
Firm-wide filings, not assets booked only here
Clients
1.19M
1,191,934 clients when Item 5C has a number
Avg / client
$3.17M
Combined AUM ÷ clients

Nearby offices

Firms

PRINCIPAL SECURITIES, INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
BLACKRIDGE ASSET MANAGEMENT, LLC
SILVER GROVE ADVISORY SERVICES
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
PARK AVENUE SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FINISH LINE WEALTH MANAGEMENT, LLC
CITIZENS SECURITIES, INC.

Investors

ROBERT CHRIS BENSHADLE
Pamela Jean Rudolph
DAVID ARRON YOUNIS
Aimee Cristine Berkemeier
HEATH Nicholas HENDRICKSON
GARY LYLE EVERTS
JAMES WILLIAM SCOTT
AUTUMN LYNZI SMITH
DOMINIC RUZZINE
MARK ERNEST ADAM
CHRISTINA M. HAND
ANDREW JAMES SWARTWOUT
Paul Calvin Deagle
LEA M BANCROFT
CAROLYN ANN PHILLIPS
Michael R Borowiak
KEVIN JOHN ARNDT
Timothy Lee Talbot
SHAWN MICHAEL BENEDICT
COLLIN JAMES HAWES
CONOR GERARD CASEY
MICHAEL JOHN BRUNO
JEFFREY EDWARD KAMIEN
SCOTT ROBERT UEBELHOER
DOUGLAS WILLIAM LAFAY
Craig D LaFay
BRUCE D HYMAN
Holden Thomas Borrelli
MILENDA SUE KILBY
MARK EARL WOODWARD
NICHOLAS STEPHEN DIRIENZO
DARYL MATTHEW OAR
Richard Joseph Hulburd

Within 25 miles of Gainesville, NY, Best Investors lists 18 registered investment advisory firms with 25 offices nearby, managing about $3.78T in combined regulatory AUM across 1,191,934 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 Gainesville

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B 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