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Best financial advisors in Lexington, NY

Registered advisers within 25 miles of Lexington, NY.

Offices
8
Firms
5
Combined AUM
$845B
Firm-wide filings, not assets booked only here
Clients
210K
210,208 clients when Item 5C has a number
Avg / client
$4.02M
Combined AUM ÷ clients

Nearby offices

Firms

JTM WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC
MILLER HOWARD INVESTMENTS INC
LINCOLN INVESTMENT
TACONIC ADVISORS

Investors

JOHN THOMAS MOSS
GEORGE STEVE TELLES
PETER BART POCHILY
LOWELL GLASER MILLER
GABRIEL SAKELLARIDIS
MICHAEL BRUCE LAMONDA
MEREDITH WILSON BRIGGS
Rebeca Irene Cotton
JOHN ALEXANDER KELLY
Justin Staie

Within 25 miles of Lexington, NY, Best Investors lists 5 registered investment advisory firms with 8 offices nearby, managing about $845B in combined regulatory AUM across 210,208 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 Lexington

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

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 LINCOLN INVESTMENT 595 clients · 949 advisers $22.0B AUM 3 MILLER HOWARD INVESTMENTS INC 4 advisers $3.81B AUM 4 TACONIC ADVISORS 7 clients · 4 advisers $246M AUM 5 JTM WEALTH MANAGEMENT, INC. 6 clients · 1 advisers $24.9M AUM