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Best financial advisors in Lake Huntington, NY

Registered advisers within 25 miles of Lake Huntington, NY.

Offices
17
Firms
11
Combined AUM
$3.21T
Firm-wide filings, not assets booked only here
Clients
405K
404,709 clients when Item 5C has a number
Avg / client
$7.94M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
KEY INVESTMENT SERVICES LLC
CENTAURUS FINANCIAL, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
PROSPERA FINANCIAL SERVICES, INC.
VICUS CAPITAL, INC.
LPL ENTERPRISE, LLC

Investors

Samantha Loughlin
Holly Methfessel Ginas
CRAIG DALE CRUMP
ALAN BURT GOODMAN
AMY ELIZABETH SPORER
ANTHONY J CAPRISTO
JONATHAN G SHEARD
Andrew Joseph Sheard
Kelly Marie Fischer
Michael Joseph Krupa
Benjamin Chase Burkhardt
CYNTHIA ANN GALLOWAY
Gordon Rhoads
Joseph W Adams
WILLIAM JAMES CARMODY
THOMAS F SPORER
MATTHEW DWAYNE ANDERSON
LORI CHRISTINE SIPOS
ERIC JOHN ODELL
JEREMY J PATTEN
JAMES MURRAY GARDAS
Thomas G Regenski
LINDA JANE BARRIGER
AARON MARK SODEN
MICHAEL PECHERSKY
JOHN RICHARD FISHER

Within 25 miles of Lake Huntington, NY, Best Investors lists 11 registered investment advisory firms with 17 offices nearby, managing about $3.21T in combined regulatory AUM across 404,709 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 Lake Huntington

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 PROSPERA FINANCIAL SERVICES, INC. 14 clients · 279 advisers $12.4B AUM