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Best financial advisors in Lake Lincolnd, NY

Registered advisers within 25 miles of Lake Lincolnd, NY.

Offices
748
Firms
328
Combined AUM
$16.0T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,153,155 clients when Item 5C has a number
Avg / client
$5.08M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
WEISS FINANCIAL GROUP LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SPANO ADVISORY SERVICES INC.
KEY INVESTMENT SERVICES LLC
J.P. MORGAN SECURITIES LLC
JOSEPH P. LUCIA & ASSOCIATES, LLC
LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES & ASSOCIATES, INC.
INNOVATIVE FAMILY OFFICE LLC
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
CARMINUCCI WEALTH MANAGEMENT
WELLS FARGO CLEARING SERVICES, LLC
EQUITY SERVICES, INC.
MCGRATH WEALTHCARE, LLC
OSAIC INSTITUTIONS, INC.

Investors

Raymond John Passero
KEITH D WEISS
SCOTT G WEISS
JOSEPH JOHN MARINO
RAY V SPANO
Krishnan Harihara
Nicolette Thibault
JOSEPH PAUL LUCIA
ANTHONY PAGANO
JOHN E SLOAN
BENN ANTHONY ALBRECHT
David Raymond Bergerson
EDWARD DE LEON
JOHN CRAIG GRANA
Lewis John Grana
Kjersten Carlene Lazar
DONNA H COLUCCI
TARA A SANTORO
RILEY JUENGER
Patricia Diane Jones
Randall Francis Watsek
Paul Bennett Plesser
DEBINDER DESHMUKH
JON PHILIP PECORELLA
NICHOLAS JOESEPH MANCINI
PAUL DOMINIC PIZZUTI
Harrison Strong Horton
VINCENZO URSINO
LINCOLN ADRIAN DACOSTA
CORY PAUL SLOVIK
MICHAEL RICHARD CARMINUCCI
KEVIN ANDREW YOUNG
WAYNE JOHN DEBELLO
Leo T McGrath
FERNANDO MANUEL ASCENSO
PHILIP VINCENT SETTEMBRINO

Within 25 miles of Lake Lincolnd, NY, Best Investors lists 328 registered investment advisory firms with 748 offices nearby, managing about $16.0T in combined regulatory AUM across 3,153,155 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 Lincolnd

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 INVESCO ADVISERS, INC. 217 advisers $750B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM