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Best financial advisors in Liverpool, NY

Registered advisers within 25 miles of Liverpool, NY.

Offices
261
Firms
94
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,074,362 clients when Item 5C has a number
Avg / client
$3.82M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
MPM ADVISORS GROUP LLC
EDWARD JONES
LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
S.E.E.D. PLANNING GROUP, LLC
PRIVATE ADVISOR GROUP, LLC
CREATIVE PLANNING
BANKERS LIFE ADVISORY SERVICES, INC.
IBN ADVISORY SERVICES, INC.
IBN FINANCIAL SERVICES, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LEIGH BALDWIN & CO., LLC

Investors

PETER SCHNEIDER
JOHN DALLAS MAHSHIE
MARK JONATHAN MAHSHIE
Justin Henty
Jeffrey Michael Baldigo
ANGELA RENNA
Michael DeBottis
JOSEPH I. DIAMOND
Alex James Ierardi
Kenneth G Maag
Stefano Selenu
NATHAN ROBERT STEVENS
Marie Norkett
KENT SCHMIDT
CHRISTOPHER NICHOLAS ASSIMON
MICHAEL MASSOUD
NICHOLAS CONSTANTINE DUSCKAS
Brynner JW Holland
Susan Izyk
Kristopher Wadsworth
Mark Andrew Banac
MATTHEW CORY MONROE
ROBERT MARK STAR
JAMES LEONARD VAN GROUW
Drew Morgan Marinelli
JOHN BRENDAN DOBBERTIN
THOMAS COLGATE PYLE
Robert DAgosta
HARJIT KAUR ARORA
CHRISTOPHER RYAN AVERY
RICHARD JAMES CARLESCO
ROBERT LAWRENCE TACKABURY
DEAN JAMES MACRIS
F WILLIAM LIBARDONI
RICHARD LEE STEVENS
NORMAN MAURICE CAFFREY
George Allen Yackey Jr
PAUL RICHARD HIMMELSTEIN
Monica Ann Coles
JOHN PAUL ENRIGHT
Samuel Capilli
STEVEN A HORYL
Matthew Graham
LINDA JOAN MCANELLY
JILL ANN BASSETT

Within 25 miles of Liverpool, NY, Best Investors lists 94 registered investment advisory firms with 261 offices nearby, managing about $11.7T in combined regulatory AUM across 3,074,362 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 Liverpool

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