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Best financial advisors in Lake View, NY

Registered advisers within 25 miles of Lake View, NY.

Offices
420
Firms
129
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,080,311 clients when Item 5C has a number
Avg / client
$3.93M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
KEY INVESTMENT SERVICES LLC
EQUITABLE ADVISORS, LLC
NOTE ADVISORS, LLC
SAPERSTON LEGACY ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIZENS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
MOLDENHAUER & ASSOCIATES

Investors

Anthony J. Alleca
THERESA MARIE SMITH
RICHARD A. CAMPBELL
ANGELA MARIE HALL
KRISTINA LYNN SAPERSTON
JAMES GORDON TAYLOR
DAVID MARK BRAUNSTEIN
WILLARD BASCH SAPERSTON
Robert A Lucarelli
Patrick Michael Gardner
Joshua Robert Haueise
Kevin C Birt
RONALD JOHN YOVIENE
MICHAEL ANTHONY CAPOZZI
JAMES HENRY EISEMAN
ANDREW W KELLEY
Thomas Shant Yokum
JAMES GREGORY GOUPIL
GEORGE KOSTOV BIDJOV
PATRICIA ANN SARGENT
Liam Davis
James Richard Coupe
JOSEPH M. GUNNING
MICHAEL DAVID SILKOWSKI
Tyler Marriott-Wells
JOSEPH PATRICK ROSS
DAVID HIRSCHBINE
Aaron S Cohen
JAMES ANDREW CUMMINGS
CHRISTEN A BECK
JAMES F WINNERT
DOUGLAS MARTIN DRUZBIK
BRITTANY CHENEY
BRENDA LEE LOCHHEAD
BRETT ALAN MOLDENHAUER
Brian Norman
Jeremy Ryan Walter
GREGORY HARRIS KOTECKI
Patrick Bryan O'Connell
John H Ring
Matthew Lee Hayes
JENNIFER ANN BADZINSKI
JONATHAN DOMBROWSKI
RICHARD CHARLES MOLDENHAUER

Within 25 miles of Lake View, NY, Best Investors lists 129 registered investment advisory firms with 420 offices nearby, managing about $12.1T in combined regulatory AUM across 3,080,311 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 View

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM