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Best financial advisors in Grand Island, NY

Registered advisers within 25 miles of Grand Island, NY.

Offices
448
Firms
132
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,087,201 clients when Item 5C has a number
Avg / client
$3.92M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
LPL FINANCIAL LLC
LYTLE INVESTMENTS
KEY INVESTMENT SERVICES LLC
OSAIC WEALTH, INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
MML INVESTORS SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

JACKSON DANIEL TARR
MICHAEL CIANCIOSA
JULIUS WILLIAM AEBLY
WILLIAM JONATHAN WILLIAMS
THOMAS ALLEN LYTLE
PAUL DENNIS LYTLE
Richard Salvatore Massaro
Robert G Hamilton
BRYAN CARROLL
ROBERT BRUCE CARROLL
KRISTIN M MEYER
CRAIG DOUGLAS MELLENTHINE
ANDERS BEN JOHANSSON
Alex Caratelli
Robert Michael Stevens
BRIAN MICHAEL SILVERBERG
GEORGE KOSTOV BIDJOV
Michael James Supernault
JEAN M. CATANESE
MICHAEL LIS
JOSEPH ANTHONY BUFALINO
CARL WILLIAM WALCK
LESTER JOSEPH ROBINSON
JESSICA MARIE SULLIVAN
MATTHEW JOHN WRIGHT
MARK ANTHONY CATANESE
Edward Francis Wright
JAMES GREGORY GOUPIL
Kevin Scott Henderson
CURTIS PETER HENDERSON
Katrina Alice O'Sullivan
Daniel Telaak
Debbie Lynn Sawma
Bradley Vincent Wesolowski
Siddharth Patel
AIMEE LYNNE QUALIANA
CHRISTOPHER M LOPS
Zachary Louis Damstetter
Daniel M Lawrence
Sean Christopher MacDonald
Kenneth R Vampotic
THOMAS C RUSSELL
Furqan Hassan
Nicholas Michael Messuro
Donald Alan Armstrong
Christopher Marshall Woods
Daniel Ryan Aikin

Within 25 miles of Grand Island, NY, Best Investors lists 132 registered investment advisory firms with 448 offices nearby, managing about $12.1T in combined regulatory AUM across 3,087,201 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 Grand Island

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 & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM