Best financial advisors in Leroy, NY

Registered advisers within 25 miles of Leroy, NY.

Offices

251

Firms

99

Combined AUM

$9.82T

Firm-wide filings, not assets booked only here

Clients

1.31M

1,306,638 clients when Item 5C has a number

Avg / client

$7.51M

Combined AUM ÷ clients

Nearby offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

21 MASSE PL
BATAVIA, NY 14020

10.3 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

219 E Main St
Batavia, NY 14020

10.6 miles away

LPL FINANCIAL LLC

216 E MAIN ST STE 2
BATAVIA, NY 14020-2221

10.6 miles away

EQUITABLE ADVISORS, LLC

43 JACKSON STREET SUITE #5
BATAVIA, NY 14020

10.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

113 MAIN ST
BATAVIA, NY 14020

10.8 miles away

EDWARD JONES

7 JACKSON ST
BATAVIA, NY 14020

10.8 miles away

LPL FINANCIAL LLC

55 MAIN STREET
BATAVIA, NY 14020-2199

10.8 miles away

LPL ENTERPRISE, LLC

1 COURT STREET PLAZA
BATAVIA, NY 14020

10.9 miles away

COMMONWEALTH FINANCIAL NETWORK

1 Mill Street Suite 100
Batavia, NY 14020

J.P. MORGAN SECURITIES LLC

1 ROCHESTER STREET
SCOTTSVILLE, NY 14546

11.6 miles away

PRINCIPAL SECURITIES, INC.

401 W Main St
Batavia, NY 14020

11.8 miles away

LPL FINANCIAL LLC

4214 VETERANS MEMORIAL DRIVE
BATAVIA, NY 14020

12.1 miles away

EDWARD JONES

87 GENESEE ST
AVON, NY 14414

12.3 miles away

EDWARD JONES

4370 Buffalo Road
North Chili, NY 14514

12.9 miles away

VICUS CAPITAL, INC.

3313 Chili Avenue, Suite B
Rochester, NY 14624

13.8 miles away

LPL ENTERPRISE, LLC

3313 CHILI AVENUE
ROCHESTER, NY 14624

13.8 miles away

KEY INVESTMENT SERVICES LLC

3230 Chili Avenue
Rochester, NY 14624

STATE FARM INVESTMENT MANAGEMENT CORP.

3221 Chili Ave
Rochester, NY 14624

14.1 miles away

CITIZENS SECURITIES, INC.

3158 CHILI AVENUE MS: NYR143
ROCHESTER, NY 14624

14.4 miles away

LPL FINANCIAL LLC

6670 FOURTH SECTION RD
BROCKPORT, NY 14420-2448

15.2 miles away

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

EQUITABLE ADVISORS, LLC

LPL ENTERPRISE, LLC

COMMONWEALTH FINANCIAL NETWORK

J.P. MORGAN SECURITIES LLC

PRINCIPAL SECURITIES, INC.

VICUS CAPITAL, INC.

KEY INVESTMENT SERVICES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CITIZENS SECURITIES, INC.

Investors

CALVIN JOHN KLEMMER

Michael JOHN Grammatico

MICHAEL ANDREW ANDERSON

Emily LOUISE Marling

CHRISTOPHER CHARLES WHITE

Steven Paul Tufts

MARK EARL WOODWARD

Holden Thomas Borrelli

JUDY ANN THOMPSON

ANTHONY VINCENT MANCUSO

Michael Robert Marsh

EDWARD LISOWSKI

Michael Battaglia

SHARI LYNN SALIM

DAVID JOHN ZAUNER

MICHAEL CHRISTOPHER RESTIVO

STEPHEN T. HICKS

Michael Paul Rager

SHEVONNE LA'NEY OLMSTEAD

Maxwell Dennis Havens

Rudy Allan Diedreck

ANDREW JOSEPH OLBRICH

THOMAS PAUL KERNAN

CINDY LEE ZIEGLER

BENJAMIN D GEIST

Within 25 miles of Leroy, NY, Best Investors lists 99 registered investment advisory firms with 251 offices nearby, managing about $9.82T in combined regulatory AUM across 1,306,638 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 Leroy

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM