Best financial advisors in Lyndonville, NY

Registered advisers within 25 miles of Lyndonville, NY.

Offices

36

Firms

18

Combined AUM

$4.16T

Firm-wide filings, not assets booked only here

Clients

1.11M

1,111,201 clients when Item 5C has a number

Avg / client

$3.74M

Combined AUM ÷ clients

Nearby offices

KEY INVESTMENT SERVICES LLC

514 Main Street
Medina, NY 14103

CETERA INVESTMENT ADVISERS LLC

11075 WEST CENTER STREET EXT
MEDINA, NY 14103

STATE FARM INVESTMENT MANAGEMENT CORP.

11297 MAPLE RIDGE RD
Medina, NY 14103

OSAIC WEALTH, INC.

15 MAIN STREET
MIDDLEPORT, NY 14105

EDWARD JONES

3976 LOCKPORT OLCOTT RD STE B
LOCKPORT, NY 14094-1133

16.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

389 Davison Rd
Lockport, NY 14094

18.4 miles away

EDWARD JONES

389 DAVISON RD SUITE B
LOCKPORT, NY 14094-4003

18.4 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

271 East Ave
Lockpor, NY 14094

18.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

247 East Ave
Lockport, NY 14094

18.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

702 Davison Rd
LOCKPORT, NY 14094-5371

18.8 miles away

EAGLE STRATEGIES LLC

6700 LINCOLN AVENUE
LOCKPORT, NY 14094

18.8 miles away

INDEPENDENT FINANCIAL PARTNERS

126 Professional Parkway
Lockport, NY 14094

18.8 miles away

MOORS & CABOT, INC.

744 DAVISON ROAD
LOCKPORT, NY 14094

18.8 miles away

EDWARD JONES

26 A DAVISON COURT
LOCKPORT, NY 14094

18.9 miles away

OSAIC WEALTH, INC.

781 Davison Road
LOCKPORT, NY 14094

18.9 miles away

LPL FINANCIAL LLC

121 NORTH MAIN STREET
OAKFIELD, NY 14125

LPL FINANCIAL LLC

55 EAST AVENUE
LOCKPORT, NY 14094

19.1 miles away

EQUITABLE ADVISORS, LLC

1 EAST AVENUE
LOCKPORT, NY 14094

19.2 miles away

EDWARD JONES

140 Main Street
Lockport, NY 14094

19.3 miles away

SAUBERAN & COMPANY, LLC

175 WALNUT ST SUITE#2
LOCKPORT, NY 14094

19.3 miles away

Firms

KEY INVESTMENT SERVICES LLC

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

OSAIC WEALTH, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

EAGLE STRATEGIES LLC

INDEPENDENT FINANCIAL PARTNERS

MOORS & CABOT, INC.

LPL FINANCIAL LLC

EQUITABLE ADVISORS, LLC

SAUBERAN & COMPANY, LLC

Investors

Robert John Rice

SCOTT BRADLEY SCHICKLING

MARK STEVEN LEWIS

BROOKE DANIELLE YAISER

Eric J Scheffler

JEFFREY MARTIN SCHERRER

Benjamin McPherson

JOSHUA LOUIS DENT

PHILIP EUGENE RUSSELL

TIMOTHY ARTHUR RIEMER

JANET KAY SLACK

DANIEL PAUL STOLL

MARK ANDREW BURR

ERIK ALLEN O'KEEFE

CHRISTOPHER HAICK

DEAN WESLEY WALDRON

MATTHEW DEAN WALDRON

DIANA LUCIA SPARKS MICKEY

GERALD M CALABRESE

Kenneth Earl Fisher

CHARLES KEITH SAUBERAN

Within 25 miles of Lyndonville, NY, Best Investors lists 18 registered investment advisory firms with 36 offices nearby, managing about $4.16T in combined regulatory AUM across 1,111,201 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 Lyndonville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM