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Best financial advisors in Loch Sheldrake, NY

Registered advisers within 25 miles of Loch Sheldrake, NY.

Offices
16
Firms
11
Combined AUM
$4.34T
Firm-wide filings, not assets booked only here
Clients
721K
721,108 clients when Item 5C has a number
Avg / client
$6.02M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
PROSPERA FINANCIAL SERVICES, INC.
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
EDWARD JONES
PRINCIPAL SECURITIES, INC.
BENKEI ASSET MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THE AMERIFLEX GROUP

Investors

CRAIG DALE CRUMP
ALAN BURT GOODMAN
Samantha Loughlin
LORI CHRISTINE SIPOS
LINDA JANE BARRIGER
Jarryd Paul Killian
CATHERINE M COOMBE
PHILIP COOMBE
DANIEL MARK COUSE
Eric S. Sappington
Jason Perry
SENTA LISA CURRAN
DARREN TODD MCCARTHY
ALI IFTIKHAR
Bonnie Jeanne Rule
MILES ANTHONY
TAKUYA ARAI
Evan Kirsch
CONNOR JAYMES COYLE
Evan Kowalczyk
Anthony Perez
ANTHONY JOSEPH BARRESE
Alex Barrese

Within 25 miles of Loch Sheldrake, NY, Best Investors lists 11 registered investment advisory firms with 16 offices nearby, managing about $4.34T in combined regulatory AUM across 721,108 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 Loch Sheldrake

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 PROSPERA FINANCIAL SERVICES, INC. 14 clients · 279 advisers $12.4B AUM