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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

SNYDER WEALTH GROUP
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ST. JAMES INVESTMENT ADVISORS, LLC
MORGAN STANLEY
KESTRA ADVISORY SERVICES, LLC
RUGGIERO INVESTMENTS
BLACKRIDGE ASSET MANAGEMENT, LLC
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC
GWN SECURITIES INC.
CETERA INVESTMENT ADVISERS LLC

Investors

RAYMOND VINCENT PASSARO
CHRISTOPHER JONATHAN IPPOLITO
BARRY ALAN PHILLIPS
ERIC ROSS TAITZ
Alan IRWIN Tanenblatt
MARK CHRISTOPHER PARROTT
MARK JEFFREY SNYDER
MACKENZIE ANN KLOUDA
PAUL RAYMOND MORAN
LOUIS SAL ALFANO
Gregory James De Tolla
JARED ROSS PEYSTER
GREGORY MEHRHOFF
JOSEPH DEPIETRO
BRIAN CHRISTOPHER MARK
Jonathan Troy Reid
MATTHEW STEPHEN WYPYSKI
John Andrew Spicciatie
JOSE MIGUEL ROSARIO
STEPHEN JOSEPH ANGLIM
HANNA MIA HILDRETH
Benjamin F Campbell
JUSTIN PAUL CULHANE
KEVIN WALTER ANGLIM
Julie G Murphy
RICHARD BLAISE BUCARO
PHILIP GIAMMARINO
DAVID JOSEPH MAMMINA
JOSEPH BURTON HALL
MATTHEW CIANCI
Christopher Thomas Ruggiero
DENISE J NOSTROM
FAITH HOPE OLSEN
LAM HUNG WONG-CARBONE
Juleigha Schmidt
DONALD EDWARD LIPPENCOTT
Daniel R. Silfer
Kyle Nielsen
DAVID GARY REY
MICHELE ARNETT
JEFFREY DAVID NAGEL

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