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Best financial advisors in Lockwood, NY

Registered advisers within 25 miles of Lockwood, NY.

Offices
50
Firms
27
Combined AUM
$6.41T
Firm-wide filings, not assets booked only here
Clients
2.39M
2,393,611 clients when Item 5C has a number
Avg / client
$2.68M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
JOHN G. ULLMAN & ASSOCIATES, INC
AMERIPRISE FINANCIAL SERVICES, LLC
KEY INVESTMENT SERVICES LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CHARLES SCHWAB & CO., INC.
J.P. MORGAN SECURITIES LLC
MERRYFIELD BARNES, LLC
ANCHOR CAPITAL MANAGEMENT, LLC
MORGAN STANLEY

Investors

Bryan Patrick Gilbert
PAUL MATTHEW SYPHER
CHRISTOPHER WILLIAM SAUNDERS
Debra Jean Butters
JOHN HUDSON BRAND
PETER STUART SCHWEIZER
JOHN CARL NOLT
Noah Kravitz
JONATHAN LORNE KRAVITZ
AMANDA LEE HERRICK SMITH
DARREN LEE WILCOX
TODD A BROST
Jakob Parker Brost
Jase Hollenbeck Merrill
Susan Lynn Ford
Lynda Jean Lander
JUDITH ANN PALUMBO
KATHRYN WRIGHT GERWIG
JASON DANIEL NICKERSON
PETER JAMES WINNETT
Shawn Stephen Twigg
Sarah Emily Johanna Collier
Lisa Anne Caracci
Daniel Aaron Coakwell
Alexander T Chacho
Logan Joshua Dibble
Joseph Thomas Ashton
JENNY MARIE PAYNE
Courtney Marie Steckiel
KRIS T YELVERTON
RAYMOND M O'BANNION
Nathan Melfi
JOHN MICHAEL CORSI
PARKER JOSEPH STONE
RYAN JOSEPH THAUVETTE
MATTHEW CHARLES MELIA
MARIO ANTONIO GONZALEZ-AYON
STEPHEN THOMAS SMITH
MICHAEL JOSEPH MCGUIRE
KELLY E MICHALEK
PETER VITALE
Daniel Harter
CHARLES WHITNEY BARNES
PETER DAVID GEORGE
JOHN FRANCIS FABRIZIO
ANNE CHRISTINE CHERNISH
ROBERT HUGHES AINSLIE
BROOKE A REILLY
CRISTA GEE
MARISSA L CAREY
James Henry Thomforde
STEVEN D HEADRICK
JEREMY MICHAEL DOWNS
Steven E Cox
WILLIAM LOUIS CURRIE
Timothy G Jennings
ARTHUR M LUSTGARTEN

Within 25 miles of Lockwood, NY, Best Investors lists 27 registered investment advisory firms with 50 offices nearby, managing about $6.41T in combined regulatory AUM across 2,393,611 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 Lockwood

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM