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Best financial advisors in Lake Kitchawan, NY

Registered advisers within 25 miles of Lake Kitchawan, NY.

Offices
1,531
Firms
887
Combined AUM
$21.8T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,164,632 clients when Item 5C has a number
Avg / client
$6.88M
Combined AUM ÷ clients

Nearby offices

Firms

KNOX CAPITAL
WELLS FARGO CLEARING SERVICES, LLC
ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
COLCHESTER INVESTMENT COUNSEL LLC
DIAMANT ASSET MANAGEMENT, INC.
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
INVENIRE CAPITAL, LLC
MORGAN STANLEY
R & R WEALTH STRATEGIES, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
STRATOS WEALTH PARTNERS, LTD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

KRISTOFFER CARSENI
COLLEEN MARIE GLAVIN-BEINER
SARA SHAHINE BASSIOUNY
MELISSA WALLING ADAMS
LILWYN LUCAS DYER
NEIL SCOTT KENAGY
JEFFREY LEE SPEIGHT
Sheila Morgan
HERBERT ARTHUR DIAMANT
Evan Neil Kenagy
Edward Pejanovic
NIROTAM MAHES
FRANCISCO JAVIER RIVERA
ZACHARY JOSHUA PUMERANTZ
ANDREW CHARLES LAVOIE
MARC A SMITH
RALPH C SESSA
CHARLES ALAN VALENZUELA
LISA ELLEN GUERRERA
CARMELA JOSEPHINE MARTINO
LUIS FERNANDO RIVADENEIRA
PHILIP JOSEPH ADRIANI
GEORGE WILLIAM VIEBROCK
KEVIN F VESEY
RICHARD HARRISON STREISFELD
KARL MATTHEW ANDERSON
JAMES HURLEY
B SCOTT GIOFFRE
MARK N REITMAN
ANA MARGARETH GRANDJACQUES
STEVEN JOHN ROUNTOS
MARY MCCAFFERTY
Michael John Weiss
BRENNER JOHN LECOMPTE
Catherine J. Calandra
CAROLINA Patricia REYNOLDS
George Haven Welker
David Anthony Langhorne
DANIELLE N JOHNSON
David A. Schneider
Nicole J Marron
HENRY STEVEN COOPERMAN
MICHAEL JOHN WEISS
Karen G Siannas
FRANK ANTHONY ROWELLA
George Andrew Ameer
Thomas Patrick Casey
Matthew G Honig
ELENA CRISTINA PETERSON
Julie Sterling
ANTHONY JOSEPH VEIGA
Ryan Michael Hayes
David M Lewson
LISA A CERBONE MONTALTO
Levar D Brown
BARBARA ANN MCMAHON
ILLONA MARIE VITALI
JAMES JOHN MCINTOSH
Victoria Jackoboice Mathews
James J Maloney
MATTHEW WALL TACKMAN
PETER M STARRETT
Tianyan Goellner
EDWARD PAUL RAGONNET
Anthony Morales
Seera Walter
BRIAN JOSEPH PISACICH
Jason F Hsu
Thomas JOHN Gipson
JOHN DERBY DOSCHER
JAMES JOSEPH MONTALTO
RICHARD HAROLD PORCO
JONATHAN STANLEY CHASE
TIMOTHY FITZGIBBON NULAND
TAMMY JEAN KENNY
Christopher Sun

Within 25 miles of Lake Kitchawan, NY, Best Investors lists 887 registered investment advisory firms with 1,531 offices nearby, managing about $21.8T in combined regulatory AUM across 3,164,632 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 Kitchawan

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM