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Best financial advisors in Little York, NY

Registered advisers within 25 miles of Little York, NY.

Offices
179
Firms
76
Combined AUM
$11.0T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,654,639 clients when Item 5C has a number
Avg / client
$4.14M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PRAGMATIC ADVISORS, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
COMMONWEALTH FINANCIAL NETWORK
MARINER
KEY INVESTMENT SERVICES LLC
&PARTNERS
PFS INVESTMENTS INC.
LEIGH BALDWIN & CO., LLC

Investors

Tyler Jacob Krowiak
Logan Levi Welch Crandall
KAHLIL ADAMES
KIMBERLY HELEN CAWLEY
BRET ALEXANDER HARTMAN
Michael David Foster
ERIC HOWARD SCHNEIDER
Jason Donald Cicioni
AIDAN MICHAEL CARPENTER
THOMAS JOSEPH CANNON
JAMES PASQUALE NUNCIATO
Laurence Gerard Claudia
Adam Bruculere
ADRIAN W SHUTE
Robert Wade Landis
Brandon Michael Mimas-Weeks
LISA MARIA THURSTON
GERALD JEREMIAH COUGHLIN
Matthew Almeida
GEORGE HW CHRISTIE
RONALD JAMES CASE
Jordan Hamilton
CLARISSA LEE COOMBS
KEVIN LABOURDETTE
DAVID JAMES LABOURDETTE
RACHEL MARIE WHITTAKER
R. MICHAEL RIENHARDT
RANDY D CORL
BENJAMIN PIERCE STROH
Rowena Ilag-Ferguson
HEATHER LEE SULLIVAN
CHARLES FRANCIS SOVIK

Within 25 miles of Little York, NY, Best Investors lists 76 registered investment advisory firms with 179 offices nearby, managing about $11.0T in combined regulatory AUM across 2,654,639 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 Little York

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM