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Best financial advisors in Massena, NY

Registered advisers within 25 miles of Massena, NY.

Offices
8
Firms
7
Combined AUM
$4.27T
Firm-wide filings, not assets booked only here
Clients
745K
744,600 clients when Item 5C has a number
Avg / client
$5.74M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MORGAN STANLEY
EDWARD JONES
LPL FINANCIAL LLC

Investors

Brian F Henning
Jenna Margaret LePage
JOEL LEON ST HILAIRE
THOMAS JOSEPH LAPAGE
Leah Anne Wheeler
DALE EUGENE KRAMER
Jared William Hollander
CHAD ERWIN COLBERT
Erin E Sweeney
JAMES C THEODORE
Katrina M Russell
Pamela M Doelger
JOHN CRANSTON VOSE
AMANDA LYNN BRYANT
LUKE E BOYLE
Joseph Edward Gang
MATHEW J HASTINGS

Within 25 miles of Massena, NY, Best Investors lists 7 registered investment advisory firms with 8 offices nearby, managing about $4.27T in combined regulatory AUM across 744,600 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 Massena

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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 7 KEY INVESTMENT SERVICES LLC 681 advisers $8.88B AUM