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Best financial advisors in Malone, NY

Registered advisers within 25 miles of Malone, NY.

Offices
3
Firms
3
Combined AUM
$1.10T
Firm-wide filings, not assets booked only here
Clients
246K
245,737 clients when Item 5C has a number
Avg / client
$4.48M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC

Investors

NICHOLAS PAUL EELLS
MATHEW J HASTINGS
BRADLEY JAMES HARTE

Within 25 miles of Malone, NY, Best Investors lists 3 registered investment advisory firms with 3 offices nearby, managing about $1.10T in combined regulatory AUM across 245,737 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 Malone

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

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM