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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

KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIZENS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUBEE WEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
SILVER GROVE ADVISORY SERVICES
HIGHTOWER ADVISORS, LLC
COVENANT WEALTH

Investors

Katrina Alice O'Sullivan
Daniel Telaak
Debbie Lynn Sawma
Zachary Louis Damstetter
Daniel M Lawrence
Sean Christopher MacDonald
FRANCIS STEPHEN WERSHING
Donna Sudyn
David Garcia
Kenneth R Vampotic
THOMAS C RUSSELL
Furqan Hassan
Nicholas Michael Messuro
NICHOLAS ALEXANDER INGOLD
Anne Jennifer Emblidge
HARRISON MICHAEL STEINWALD
JOHN MICHAEL MEISNER
JOHN DAVID SHINE
Matthew Drosendahl
CHARLES ERNEST GELO
THOMAS RICHARD TURK
MICHAEL FORMAN SHEETS
JEFFREY ALLAN BOWEN
WILLIAM ROBERT PICTOR
THOMAS GERARD VOSSLER
WILLIAM JOHN BREDENBERG
RANDALL BRYAN CLARK
DAVID JASON LYMAN
GENNA ELIZABETH CHMIEL
Jordan Farnham
Daniel Jonas Meyer
Jason Berghold
AARON EDWIN RYBAK
ROBERT KENNETH WILCZAK
MICHAEL DAVID GZYL
MICHAEL JOSEPH MANCUSO
MICHAEL RICHARD BECHT
RONALD JOEL WILLIS
SCOTT BRADLEY SCHICKLING
Emily Ford
MARK STEVEN LEWIS
GREGORY J. LEWIS

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