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Best financial advisors in Jamestown, NY

Registered advisers within 25 miles of Jamestown, NY.

Offices
43
Firms
31
Combined AUM
$6.76T
Firm-wide filings, not assets booked only here
Clients
620K
620,462 clients when Item 5C has a number
Avg / client
$10.9M
Combined AUM ÷ clients

Nearby offices

Firms

PARK AVENUE SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
UBS FINANCIAL SERVICES INC.
OSAIC WEALTH, INC.
CHELSEA ADVISORY SERVICES, INC
NEWEDGE ADVISORS
KEY INVESTMENT SERVICES LLC
EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
EQUITABLE ADVISORS, LLC
NWF ADVISORY SERVICES INC
LPL FINANCIAL LLC
LINCOLN INVESTMENT
M.B. ENGDAHL & CO.
CETERA INVESTMENT ADVISERS LLC
CWM, LLC

Investors

David Joseph Allen
MATTHEW MORSE
ERIC M HARVEY
Andrew Robert Nelson
MARK R NELSON
SAMUEL Alan FITCH
JUSTIN JAMES BOHALL
ALYSON JANE MAHER
HANS PETER AUER
LORRI P MABEE
Tonie Lee LEE D'Angelo
Kristie Jo Monaco Peppy
TIMOTHY WAYNE EDBORG
TODD ALAN HNATYSZYN
Alexander Thomas Grace
ROBERT ALAN LIND
DANIEL RAY OVERCASH
JOSEPH ANTHONY CERRIE
DANIEL KEITH HOCKING
Jodi L Fellows
Joseph Strotman
MICHAEL CLARK PASCARELLA
Frank Martin Shultz
NICHOLAS S LUDWA
Timur Johnson Tyra
Cheryl Ann Himmel
Noah Evans Weinstein
DOUGLAS LINDSLEY SCHUTTE
LORI JO FISCHER
LOUIS ANTHONY DEPPAS
THOMAS JOHN POPE
NATHAN M SLATE
Devin James Cruea
Noah Daniel Larson
David William Meekins
Kathryn Marie Colvin
CHADWICK J MURRAY
JARED MICHAEL SKEMP
Erinn Lynn Sveda
Lori Jo Daff-Siggins

Within 25 miles of Jamestown, NY, Best Investors lists 31 registered investment advisory firms with 43 offices nearby, managing about $6.76T in combined regulatory AUM across 620,462 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 Jamestown

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM