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Best financial advisors in Lewiston, NY

Registered advisers within 25 miles of Lewiston, NY.

Offices
368
Firms
121
Combined AUM
$11.9T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,078,585 clients when Item 5C has a number
Avg / client
$3.87M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LYTLE INVESTMENTS
MML INVESTORS SERVICES, LLC
CITIZENS SECURITIES, INC.
OSAIC WEALTH, INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Investors

Michael Boss
Joseph Austin Dante
David Irwin Karwick
David Garcia
Christopher Marshall Woods
Daniel Ryan Aikin
AIMEE LYNNE QUALIANA
CHRISTOPHER M LOPS
LAURA CHRISTINE CAPIZZI
Katrina Alice O'Sullivan
Daniel Telaak
Debbie Lynn Sawma
Bradley Vincent Wesolowski
Siddharth Patel
BRIAN MICHAEL SILVERBERG
GEORGE KOSTOV BIDJOV
Michael James Supernault
JEAN M. CATANESE
MICHAEL LIS
JOSEPH ANTHONY BUFALINO
CARL WILLIAM WALCK
LESTER JOSEPH ROBINSON
JESSICA MARIE SULLIVAN
MATTHEW JOHN WRIGHT
MARK ANTHONY CATANESE
Edward Francis Wright
JAMES GREGORY GOUPIL
Kevin Scott Henderson
CURTIS PETER HENDERSON
NATHAN HUISGEN
JULIUS WILLIAM AEBLY
WILLIAM JONATHAN WILLIAMS
THOMAS ALLEN LYTLE
PAUL DENNIS LYTLE
CRAIG DOUGLAS MELLENTHINE
Robert Michael Stevens
ANDERS BEN JOHANSSON
Alex Caratelli
MICHAEL CIANCIOSA
JACKSON DANIEL TARR
Richard Salvatore Massaro
Robert G Hamilton
BRYAN CARROLL
ROBERT BRUCE CARROLL
KRISTIN M MEYER

Within 25 miles of Lewiston, NY, Best Investors lists 121 registered investment advisory firms with 368 offices nearby, managing about $11.9T in combined regulatory AUM across 3,078,585 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 Lewiston

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