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Best financial advisors in Hulberton, NY

Registered advisers within 25 miles of Hulberton, NY.

Offices
167
Firms
65
Combined AUM
$6.90T
Firm-wide filings, not assets booked only here
Clients
1.23M
1,227,892 clients when Item 5C has a number
Avg / client
$5.62M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
KEY INVESTMENT SERVICES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRINCIPAL SECURITIES, INC.
LPL ENTERPRISE, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

BENJAMIN D GEIST
JENA CRAWFORD
Jessica Rey Burris
ISABELLA TESS FOLTYNIAK
NORMAND RICHARD FLUET
MILENDA SUE KILBY
Hannah M Byron
Dominic Jon Agostini
SIMON ERIC JOHN DEVENISH
Tyler Logan
Rudy Allan Diedreck
DEAN WESLEY WALDRON
MATTHEW DEAN WALDRON
NICHOLAS WILLIAM MIENEY
SHEVONNE LA'NEY OLMSTEAD
Maxwell Dennis Havens
CALVIN JOHN KLEMMER
Michael JOHN Grammatico
John J Riter
MICHAEL ANDREW ANDERSON
Emily LOUISE Marling
OLIVIA ROGERS
CHRISTOPHER CHARLES WHITE
Steven Paul Tufts
Brad B Morgan
Lee L Mulcahy
MARK EARL WOODWARD
Holden Thomas Borrelli
JUDY ANN THOMPSON
MARC A STALEY
RYAN FLORE
ANTHONY VINCENT MANCUSO
Angel Palacios
Dylan Joy
David W Hall
Michael Robert Marsh
EDWARD LISOWSKI
Michael Battaglia
SHARI LYNN SALIM
DAVID JOHN ZAUNER
MICHAEL CHRISTOPHER RESTIVO
STEPHEN T. HICKS

Within 25 miles of Hulberton, NY, Best Investors lists 65 registered investment advisory firms with 167 offices nearby, managing about $6.90T in combined regulatory AUM across 1,227,892 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 Hulberton

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM