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Best financial advisors in Holmes, NY

Registered advisers within 25 miles of Holmes, NY.

Offices
326
Firms
114
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,743,802 clients when Item 5C has a number
Avg / client
$3.95M
Combined AUM ÷ clients

Nearby offices

Firms

BLUE ELM ADVISORS
KEY INVESTMENT SERVICES LLC
BOURNE LENT ASSET MANAGAMENT, INC.
LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.
MOUNTAIN PASS PLANNING
EDWARD JONES
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC INSTITUTIONS, INC.
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC

Investors

Eric Reed McKean
RICHARD DONALD MCKEAN
Jeremy James Falcone
DONALD WINTHROP BOURNE
LYLE CURTIS ROBERTS
RICHARD ALLEN
SAMUEL ALLEN
JAMES JOHN DEVICO
John Leigh
David W Murry
LYNN MEREDITH BRABAN
BRIAN EDWARD GAINE
MICHAEL WILLIAM BAKKER
WILLIAM ANTHONY DWYER
JOSEPH PILLOT
KEVIN ANDREW YOUNG
VINCENT THOMAS TROVATO
WAYNE JOHN DEBELLO
KENNETH BRUCE LEMENZE
BRANDON TYLER VANCE
Mana Sims
GREGORY GEORGE ANTONAKOS
Lucas William Ward
MICHELLE PAULETTE HAASS
EDWARD DE LEON
JOHN CRAIG GRANA
Lewis John Grana
Thomas E Stritt

Within 25 miles of Holmes, NY, Best Investors lists 114 registered investment advisory firms with 326 offices nearby, managing about $10.8T in combined regulatory AUM across 2,743,802 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 Holmes

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM