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Best financial advisors in Liberty, NY

Registered advisers within 25 miles of Liberty, NY.

Offices
7
Firms
5
Combined AUM
$1.28T
Firm-wide filings, not assets booked only here
Clients
617K
616,650 clients when Item 5C has a number
Avg / client
$2.08M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
PROSPERA FINANCIAL SERVICES, INC.
J.P. MORGAN SECURITIES LLC

Investors

CRAIG DALE CRUMP
ALAN BURT GOODMAN
Samantha Loughlin
LORI CHRISTINE SIPOS
LINDA JANE BARRIGER
Jarryd Paul Killian
CATHERINE M COOMBE
PHILIP COOMBE
DANIEL MARK COUSE
Eric S. Sappington
Jason Perry

Within 25 miles of Liberty, NY, Best Investors lists 5 registered investment advisory firms with 7 offices nearby, managing about $1.28T in combined regulatory AUM across 616,650 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 Liberty

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 PROSPERA FINANCIAL SERVICES, INC. 14 clients · 279 advisers $12.4B AUM 5 KEY INVESTMENT SERVICES LLC 681 advisers $8.88B AUM