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Best financial advisors in Lake Panamoka, NY

Registered advisers within 25 miles of Lake Panamoka, NY.

Offices
352
Firms
99
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,667,084 clients when Item 5C has a number
Avg / client
$4.36M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
KESTRA ADVISORY SERVICES, LLC

Investors

ANDREW HAWSON
DONALD ANDREW DONNELLY
Matthew J. Clarke
Edward Wess
ROBERT WILLIAM FORRESTER
Raymond DiSunno
DAVID ALONZO DISUNNO
LAURA MARIA SAN NICOLAS
Jarod Michael McGovern
NATHANIEL Robert MCCABE
VINCENT PETER SERRO
Christian tyler Campbell
CHRISTOPHER ARMAND SANTINI
KATE TASTROM
Dalton Jude McCarthy
David Terry
Troy Paul Prochazka
James J Quinlivan
JARRED GIORDANO
Ryan V Forrester
SCOTT NICHOLAS ZAMBELLI
MICHAEL PAUL BUTENSKY
FREDERICK Joseph AZZURRO
Amanda Michele Gonzalez
JOHN JAMES THOMSON
JOHN Paul DINKELMEYER
ANTHONY CHIARELLI
Laura B. Hoffman
JOHN F DENNEHY
MARISOL SANCHEZ-TABOADA
STEFFAN HAGENDORF

Within 25 miles of Lake Panamoka, NY, Best Investors lists 99 registered investment advisory firms with 352 offices nearby, managing about $11.6T in combined regulatory AUM across 2,667,084 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 Panamoka

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 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM