Best Investors Account Sign in

Best financial advisors in Leicester, NY

Registered advisers within 25 miles of Leicester, NY.

Offices
35
Firms
21
Combined AUM
$5.80T
Firm-wide filings, not assets booked only here
Clients
1.14M
1,142,396 clients when Item 5C has a number
Avg / client
$5.08M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
GILBERT FINANCIAL, LLC
HONEOYE FALLS CAPITAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PRINCIPAL SECURITIES, INC.
HORIZON FINANCIAL
VICUS CAPITAL, INC.

Investors

Lee L Mulcahy
MARK EARL WOODWARD
Holden Thomas Borrelli
MICHAEL CHRISTOPHER RESTIVO
STEPHEN T. HICKS
David W Hall
Michael Robert Marsh
ANTHONY VINCENT MANCUSO
Angel Palacios
Dylan Joy
EDWARD LISOWSKI
Michael Battaglia
SHARI LYNN SALIM
DAVID JOHN ZAUNER
AUSTIN JAMES GILBERT
John Owen Price
CHRISTOPHER ADAM RAINES
RYAN FLORE
SHEVONNE LA'NEY OLMSTEAD
Maxwell Dennis Havens
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
Meghan Kelly
ANDREW JOSEPH OLBRICH

Within 25 miles of Leicester, NY, Best Investors lists 21 registered investment advisory firms with 35 offices nearby, managing about $5.80T in combined regulatory AUM across 1,142,396 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 Leicester

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM