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Best financial advisors in Linwood, NY

Registered advisers within 25 miles of Linwood, NY.

Offices
222
Firms
93
Combined AUM
$9.49T
Firm-wide filings, not assets booked only here
Clients
1.30M
1,304,740 clients when Item 5C has a number
Avg / client
$7.27M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
HYJC CAPITAL OF WNY
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
PRINCIPAL SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
LPL ENTERPRISE, LLC

Investors

Leann Hill
SHAWN MICHAEL BENEDICT
COLLIN JAMES HAWES
Pamela Jean Rudolph
LEA M BANCROFT
CAROLYN ANN PHILLIPS
Paul Calvin Deagle
JOHN EDWARD HAUGH
CHRISTOPHER PAUL YUSKIW
Michael Paul Rager
DAVID ARRON YOUNIS
Aimee Cristine Berkemeier
HEATH Nicholas HENDRICKSON
ROBERT CHRIS BENSHADLE
CALVIN JOHN KLEMMER
Michael JOHN Grammatico
John J Riter
MICHAEL ANDREW ANDERSON
Emily LOUISE Marling
OLIVIA ROGERS
CHRISTOPHER CHARLES WHITE
Steven Paul Tufts
Brad B Morgan
JON N WAGGONER
JUDY ANN THOMPSON
MARC A STALEY
Lee L Mulcahy
MARK EARL WOODWARD
Holden Thomas Borrelli
ANTHONY VINCENT MANCUSO
Angel Palacios
Dylan Joy
David W Hall
Michael Robert Marsh
EDWARD LISOWSKI
MICHAEL CHRISTOPHER RESTIVO
STEPHEN T. HICKS
Michael Battaglia
SHARI LYNN SALIM
DAVID JOHN ZAUNER
RYAN FLORE

Within 25 miles of Linwood, NY, Best Investors lists 93 registered investment advisory firms with 222 offices nearby, managing about $9.49T in combined regulatory AUM across 1,304,740 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 Linwood

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