Best Investors Account Sign in

Best financial advisors in Kenmore, NY

Registered advisers within 25 miles of Kenmore, NY.

Offices
451
Firms
132
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,080,321 clients when Item 5C has a number
Avg / client
$3.93M
Combined AUM ÷ clients

Nearby offices

Firms

ERNST & YOUNG INVESTMENT ADVISERS LLP
GARRISON MURPHY WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
FAHEY FINANCIAL
AMERIPRISE FINANCIAL SERVICES, LLC
EUDAIMONIA WEALTH
DELAWARE AVENUE ADVISORS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

KELLEY CHRISTINE DUVAL
NICKOLE MARIE GARRISON
CHAD PATRICK CORNELL
KRISTIN M MEYER
Gavin Faulkner
JEFFREY WENDELL SILSBY
JENNIFER MARIE SZUMLA
JOHN TOMASELLO
PAUL CONKLIN SCRIBNER
PAUL CONKLIN SCRIBNER
PETER W BREITSCH
KENNETH MARK WEINSTEIN
Kevin Joseph Roche
HEATHER Rose SCHULTZ
NGAN K CHENG
JACOB THOMAS YOUNG
CARRIE ANN FAHEY
JONATHAN DAVID WEIR
ALBERT C ERNI
Jordan M Honan
BRYAN CARROLL
ROBERT BRUCE CARROLL
DENISE MONTGOMERY PACER
PAUL J MIOSI
SCOTT JOHN MIRANTO
Jamie Reece
Richard Salvatore Massaro
Robert G Hamilton
BRETT KOEPPEL
EUGENE PETER CHAAS
Shaun Laper
DAVID CHARLES WOLF

Within 25 miles of Kenmore, NY, Best Investors lists 132 registered investment advisory firms with 451 offices nearby, managing about $12.1T in combined regulatory AUM across 3,080,321 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 Kenmore

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