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Best financial advisors in Lockport, NY

Registered advisers within 25 miles of Lockport, NY.

Offices
400
Firms
123
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
3.10M
3,096,123 clients when Item 5C has a number
Avg / client
$4.29M
Combined AUM ÷ clients

Nearby offices

Firms

KESTRA ADVISORY SERVICES, LLC
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
EDWARD JONES
SAUBERAN & COMPANY, LLC
EQUITABLE ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
MOORS & CABOT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
INDEPENDENT FINANCIAL PARTNERS
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC

Investors

STEVEN MARK SINCLAIR
Kimberly Dawn Buzyniski
CHRISTOPHER M LOPS
Thomas K. Dalton
CHARLES KEITH SAUBERAN
Kenneth Earl Fisher
KEVIN JEROME KOPEC
GERALD M CALABRESE
DIANA LUCIA SPARKS MICKEY
MARSHA L ROSE
ERIC WILLIAM CONNOR
PHILIP EUGENE RUSSELL
JOSHUA LOUIS DENT
CHRISTOPHER HAICK
ERIK ALLEN O'KEEFE
TIMOTHY ARTHUR RIEMER
JANET KAY SLACK
Thomas Fuest
Jeffrey McCabe
MARK ANDREW BURR
JEFFREY MARTIN SCHERRER
Benjamin McPherson
DANIEL PAUL STOLL

Within 25 miles of Lockport, NY, Best Investors lists 123 registered investment advisory firms with 400 offices nearby, managing about $13.3T in combined regulatory AUM across 3,096,123 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 Lockport

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM