Best Investors Account Sign in

Best financial advisors in Keuka Park, NY

Registered advisers within 25 miles of Keuka Park, NY.

Offices
29
Firms
15
Combined AUM
$3.08T
Firm-wide filings, not assets booked only here
Clients
794K
793,618 clients when Item 5C has a number
Avg / client
$3.88M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
PARK AVENUE SECURITIES LLC
PRINCIPAL SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
VANDERBILT ADVISORY SERVICES
CL WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

William B Henry
Benaiah James Henry
ROBERT THOMAS KOCZENT
DAVID RHYS EICHENHOFER
PAMELA M TIERNEY
Erin Reeve Shawkey
JOSEPH METRO TOPICHAK
Adam Rayburn
Paul Michael Kato
Joseph C Hayes
AMY SARA FORSLIND KANE
Donald Paul Rayburn
DAVID J DERADDO
Trevor Peter Lacz
Andrew Ward
JASON GERALD SWARTLEY
TIM DEAN VANGORDER
JACOB D CARRIER
ALLEN COHEN
BRADLEY JOHN DONNER
Brent James Ascroft
Keegan R. Ryan
William A. Fiorica
Ryan Schwedfeger
Jered Maloney
WADE ANDREW SARKIS
NATHAN EVERETT VAN BORTEL

Within 25 miles of Keuka Park, NY, Best Investors lists 15 registered investment advisory firms with 29 offices nearby, managing about $3.08T in combined regulatory AUM across 793,618 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 Keuka Park

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 PARK AVENUE SECURITIES LLC 38,649 clients · 2,005 advisers $19.6B AUM