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Best financial advisors in Homer, NY

Registered advisers within 25 miles of Homer, NY.

Offices
203
Firms
83
Combined AUM
$11.0T
Firm-wide filings, not assets booked only here
Clients
2.66M
2,655,369 clients when Item 5C has a number
Avg / client
$4.15M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PRAGMATIC ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
ARMORY SQUARE VENTURES MANAGER, LLC
MORGAN STANLEY
STIFEL, NICOLAUS & COMPANY, INCORPORATED
KEY INVESTMENT SERVICES LLC

Investors

Tyler Jacob Krowiak
Logan Levi Welch Crandall
KIMBERLY HELEN CAWLEY
KAHLIL ADAMES
BRET ALEXANDER HARTMAN
Michael David Foster
ERIC HOWARD SCHNEIDER
Jason Donald Cicioni
AIDAN MICHAEL CARPENTER
THOMAS JOSEPH CANNON
JAMES PASQUALE NUNCIATO
Laurence Gerard Claudia
Adam Bruculere
Robert Wade Landis
ADRIAN W SHUTE
Brandon Michael Mimas-Weeks
R. MICHAEL RIENHARDT
RANDY D CORL
BENJAMIN PIERCE STROH
Rowena Ilag-Ferguson
HEATHER LEE SULLIVAN
PAUL F TORRISI
PAUL GREGORY DERRICK
Caitlin Davies Campbell
DANA SUZANNE DERRICK
JEFFREY D MORO
Samuel J Vasile
JAMES MONTGOMERY GREGG
RANDALL JAY POWERS
Nicolette M Fiermonte
David Gerard Powers
Patrick Dylan Buckley
FREDERICK CHARLES SHIBEL
DANIEL WILLIAM WRIGHT
Jessica Beatriz Jimenez Wharton
DWIGHT WILLIAM WINKELMAN
Jordan Hamilton

Within 25 miles of Homer, NY, Best Investors lists 83 registered investment advisory firms with 203 offices nearby, managing about $11.0T in combined regulatory AUM across 2,655,369 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 Homer

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM