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Best financial advisors in Livonia, NY

Registered advisers within 25 miles of Livonia, NY.

Offices
389
Firms
165
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.02M
3,022,065 clients when Item 5C has a number
Avg / client
$4.93M
Combined AUM ÷ clients

Nearby offices

Firms

HYJC CAPITAL OF WNY
LPL FINANCIAL LLC
EDWARD JONES
HONEOYE FALLS CAPITAL LLC
GILBERT FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
HORIZON FINANCIAL
OSAIC WEALTH, INC.
PIANO WEALTH MANAGEMENT
THE PITTI GROUP WEALTH MANAGEMENT, LLC

Investors

JOHN EDWARD HAUGH
CHRISTOPHER PAUL YUSKIW
COLLIN JAMES HAWES
Pamela Jean Rudolph
SHAWN MICHAEL BENEDICT
Leann Hill
AUSTIN JAMES GILBERT
John Owen Price
CHRISTOPHER ADAM RAINES
LEA M BANCROFT
CAROLYN ANN PHILLIPS
Paul Calvin Deagle
Michael Paul Rager
Amanda Lyn Heagerty
Donald John Kwarta
Jonathan Frank Blazick
MARK ALAN CONGDON
Michael R. Congdon
KENNETH STEPHEN BLAZICK
BRIAN MATTHEW NOVELLIN
Benjamin Robert Chappell
TIMOTHY ROBERT HAMMOND
Steven Bruce Whittemore
THOMAS ROBERT SHORTSLEF
NATHAN TODD ELVERS
MARK THOMAS TEMPERATO
STEVEN JOSEPH LESKO
Amanda Mary Delmonico
MATTHEW DAVID PIASECZNY
JEFFREY MARTIN WESTER
ADAM AMBIELLI
Nikolas Sirvent
JEFFREY G HUMBERT
Anthony Michael DeJohn
LOUIS GEORGE GIULIANO
DAVID JAMES PIANO
MATTHEW SALVATORE PITTI
Sean Hantes
ANTHONY Salvatore PITTI
SALVATORE JOSEPH PITTI

Within 25 miles of Livonia, NY, Best Investors lists 165 registered investment advisory firms with 389 offices nearby, managing about $14.9T in combined regulatory AUM across 3,022,065 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 Livonia

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM