Best financial advisors in Lee Center, NY

Registered advisers within 25 miles of Lee Center, NY.

Offices

71

Firms

40

Combined AUM

$8.59T

Firm-wide filings, not assets booked only here

Clients

1.63M

1,633,061 clients when Item 5C has a number

Avg / client

$5.26M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

8606 TURIN ROAD
ROME, NY 13440

LPL ENTERPRISE, LLC

7786 TURIN ROAD
ROME, NY 13440

LPL FINANCIAL LLC

1916 BLACK RIVER BLVD
ROME, NY 13440

KEY INVESTMENT SERVICES LLC

1725 Black River Blvd
Rome, NY 13440

PFS INVESTMENTS INC.

503 N GEORGE ST
ROME, NY 13440

STATE FARM INVESTMENT MANAGEMENT CORP.

834 Black River Blvd
Rome, NY 13440

BIRCH WEALTH MANAGEMENT

205 W. COURT ST.
ROME, NY 13440

LPL ENTERPRISE, LLC

214 N WASHINGTON STREET
ROME, NY 13440

BELPOINTE ASSET MANAGEMENT LLC

107 West Liberty Street
Roma, NY 13440

BELPOINTE ASSET MANAGEMENT LLC

107 West Liberty Street
Rome, NY 13440

STRATEGIC FINANCIAL SERVICES

1320 Floyd Avenue
Rome, NY 13440

LPL FINANCIAL LLC

231 HILL RD
ROME, NY 13441

STATE FARM INVESTMENT MANAGEMENT CORP.

4767 STATE ROUTE 233
WESTMORELAND, NY 13490

16.8 miles away

EQUITABLE ADVISORS, LLC

8001 STATE ROUTE 12
BARNEVELD, NY 13304

17.3 miles away

EDWARD JONES

136 VANDERBILT AVENUE
ONEIDA, NY 13421

17.3 miles away

J.P. MORGAN SECURITIES LLC

150 MAIN STREET
ONEIDA, NY 13421

17.3 miles away

AMERITAS ADVISORY SERVICES, LLC

214 ORISKANY BLVD
WHITESBORO, NY 13492

17.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

102 E. Seneca Street Suite 212
Sherrill, NY 13461

17.6 miles away

LPL FINANCIAL LLC

131 ORISKANY BLVD
WHITESBORO, NY 13492

17.9 miles away

CREATIVE FINANCIAL DESIGNS, INC.

475 Sherrill Rd
Sherrill, NY 13461

18.1 miles away

Firms

LPL FINANCIAL LLC

LPL ENTERPRISE, LLC

KEY INVESTMENT SERVICES LLC

PFS INVESTMENTS INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

BIRCH WEALTH MANAGEMENT

BELPOINTE ASSET MANAGEMENT LLC

STRATEGIC FINANCIAL SERVICES

EQUITABLE ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

AMERITAS ADVISORY SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CREATIVE FINANCIAL DESIGNS, INC.

Investors

DANIEL GUY DEBLOIS

MARK DAVID VACCA

JOHN GEORGE SLIFKA

JOSEPH DOMINICK MAZZAFERRO

DAVID MARK WATERS

RAYMOND ANTHONY ACOSTA

Joseph A Alnutt

MICHELLE LEE SHAUGER

SHAWN E WILLIAMS

STEVEN EUGENE JARVIS

IRIS LEE BUCZKOWSKI

RICHARD JAMES PRESKY

Bryan Gifford McCormick

WILLIAM GIFFORD MCCORMICK

Gregory Allen Mattacola

Benjamin D Petell

Brianna Morgan Komondor

STUART RUSSELL BROOKS

RICHARD F HAZARD

Shannon Rae Brown

DANIEL CLAUDE ORCUTT

Jonathan Christopher Pawlika

JAY MICHAEL SCIENZA

ALAN EDWARD CHANDLER

JARED MATTHEW HOUSEMAN

Within 25 miles of Lee Center, NY, Best Investors lists 40 registered investment advisory firms with 71 offices nearby, managing about $8.59T in combined regulatory AUM across 1,633,061 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 Lee Center

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM