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Best financial advisors in Lowville, NY

Registered advisers within 25 miles of Lowville, NY.

Offices
20
Firms
13
Combined AUM
$3.80T
Firm-wide filings, not assets booked only here
Clients
897K
897,039 clients when Item 5C has a number
Avg / client
$4.24M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RBC CAPITAL MARKETS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J. W. COLE ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY
FIRST COMMAND ADVISORY SERVICES
HIGHTOWER ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EQUITABLE ADVISORS, LLC
LINCOLN INVESTMENT
KEY INVESTMENT SERVICES LLC

Investors

DANIEL PAUL DRAPPO
DAVID HUNTER O'NEIL
TIMOTHY FRANCIS FRASER
CYRIL MOUAIKEL
WILLIAM J. TREMONT
Mikayla Cipullo
DONALD CHARLES MUSNICKI
PATRICK ALLEN SIGNOR
JOHN RUSSELL NUBER
ANTHONY RICHARD SURBER
JANET MARIE SEARS
Christine M Hardy
Bryan Wyckoff
ADAM THOMAS LARSEN
COLLEEN ANNE O'SHAUGHNESSY
PHILIP JOHN SPRAGUE
MICHAEL WILLIAM CROWLEY
PAMELA JEAN HALLORAN
Andrew B Parisian
WILLIAM COUCH
JULIAN MICHAEL ALTERI
ERIC DELAGARZA
GREGORY COUCH
Brandi N Reese
Karyn Cordero Carbone
Dorothy Grippin
Jeremy Mathew Miller
Michael Jeffrey Nevills
Andrew Wellington Walseman
SHANE HARRISON SIMSER
HEATHER LEIGH CLEMENT
NICO ANTHONY MORGIA
JOSEPH EDWARD COSMO
CLIFFORD RONALD DAVIS
PHILLIP JOHN BANAZEK
MICHAEL ANTHONY MORGIA
FRANCIS E MURPHY
Maria Ellena Marcellus
JOSEPH M BUTLER
DOUGLAS DAIN DIER
GEORGE HARRISON SIMSER
SEAN MICHAEL RYAN
MELISSA L O'BRIEN

Within 25 miles of Lowville, NY, Best Investors lists 13 registered investment advisory firms with 20 offices nearby, managing about $3.80T in combined regulatory AUM across 897,039 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 Lowville

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 HIGHTOWER ADVISORS, LLC 500 clients · 1,088 advisers $199B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 8 FIRST COMMAND ADVISORY SERVICES 1,013 clients · 1,127 advisers $24.4B AUM