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Best financial advisors in Lincolnton, NY

Registered advisers within 25 miles of Lincolnton, NY.

Offices
6,272
Firms
3,640
Combined AUM
$61.3T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,721,609 clients when Item 5C has a number
Avg / client
$13.0M
Combined AUM ÷ clients

Nearby offices

Firms

TOWN LANE MANAGEMENT LP
CBRE INVESTMENT MANAGEMENT
BREGAL INVESTMENTS, INC.
MAGNITUDE CAPITAL, LLC
ENCOMPASS CAPITAL ADVISORS LLC
INSIGHT INVESTMENT
CCAVENTUS GLOBAL CREDIT MANAGEMENT LLC
BNY MELLON ADVISORS, INC.
CC CAPITAL INSURANCE ADVISORS LLC
BNY MELLON SECURITIES CORPORATION
ARETE WEALTH ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.
CITIGROUP GLOBAL MARKETS INC.
NOKOTA MANAGEMENT, LP
SAVANT WEALTH MANAGEMENT
VERTICA CAPITAL MANAGEMENT LLC

Investors

JAIME LAUREN RONCORONI
SUMMER J. CAVALIER
ANTHONY JOSEPH DESTRO
PRESTON ROY CALDWELL
WILLIAM GERARD PIERCE
Emilio C Coppin
CORBETT WILLIAM LAWRENCE
FRANK ANTHONY GERMANA
CHRISTOPHER STEVEN KRAVSOW
BRENDAN ONEILL
DAVID EDWARD WILSON
TERESA BYRNE
GREGORY J. CESARANO
Rachel Sutter
MIKHAEL DAVID HALPER
Osvin M Torres
KENT CHARLES MOEGERLE
MATTHEW JOHN SEMINO
CONNIE CRYSTAL GORCZYCA
ANDREW LIEBERMAN
FEI TSUM
Nicholas W Rutherfurd
Rebecca Lee Jin
Victoria Pantaleo
Brandon De Otaduy Nam
Graham Spencer Blackburn
Jacqueline Grace Gibson
DEBORAH SHARP
Kyle William Vaughan
Andre Ceguerra Zabala
Nicholas Nicaj
CAROLYN MARY FORMAN
JERROLD BERTNER
Serafino Bruno
MICHELLE MARIE SMITH
LAUREN ASHLEY LISBON

Within 25 miles of Lincolnton, NY, Best Investors lists 3,640 registered investment advisory firms with 6,272 offices nearby, managing about $61.3T in combined regulatory AUM across 4,721,609 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 Lincolnton

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

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM