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Best financial advisors in Lakeville, NY

Registered advisers within 25 miles of Lakeville, NY.

Offices
400
Firms
162
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.02M
3,021,986 clients when Item 5C has a number
Avg / client
$4.93M
Combined AUM ÷ clients

Nearby offices

Firms

HYJC CAPITAL OF WNY
LPL FINANCIAL LLC
EDWARD JONES
HONEOYE FALLS CAPITAL LLC
GILBERT FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
HORIZON FINANCIAL
CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC
PRINCIPAL SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

JOHN EDWARD HAUGH
CHRISTOPHER PAUL YUSKIW
COLLIN JAMES HAWES
Pamela Jean Rudolph
SHAWN MICHAEL BENEDICT
Leann Hill
AUSTIN JAMES GILBERT
John Owen Price
CHRISTOPHER ADAM RAINES
LEA M BANCROFT
CAROLYN ANN PHILLIPS
Paul Calvin Deagle
Michael Paul Rager
Amanda Lyn Heagerty
Donald John Kwarta
Jonathan Frank Blazick
MARK ALAN CONGDON
Michael R. Congdon
KENNETH STEPHEN BLAZICK
BRIAN MATTHEW NOVELLIN
Benjamin Robert Chappell
TIMOTHY ROBERT HAMMOND
RYAN SANZ
Thomas Richard Gervais
GEORGE SHERMAN LARRY
RICHARD BAZYL GRUSZEWSKI
Jason R Navolio
Steven Bruce Whittemore
THOMAS ROBERT SHORTSLEF
NATHAN TODD ELVERS
MARK THOMAS TEMPERATO
STEVEN JOSEPH LESKO
Amanda Mary Delmonico
MATTHEW DAVID PIASECZNY
JEFFREY MARTIN WESTER
ADAM AMBIELLI
kyle hulse

Within 25 miles of Lakeville, NY, Best Investors lists 162 registered investment advisory firms with 400 offices nearby, managing about $14.9T in combined regulatory AUM across 3,021,986 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 Lakeville

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM