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Best financial advisors in Mayfield, NY

Registered advisers within 25 miles of Mayfield, NY.

Offices
65
Firms
41
Combined AUM
$8.88T
Firm-wide filings, not assets booked only here
Clients
954K
954,137 clients when Item 5C has a number
Avg / client
$9.31M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CANTY FINANCIAL MANAGEMENT, INC.
KING WEALTH MANAGEMENT GROUP, LLC
EDWARD JONES
OSAIC INSTITUTIONS, INC.
PFS INVESTMENTS INC.

Investors

LINDA ELIZABETH KESSLER
SUSAN TODD MALLERY
BRANDIE MULLIGAN
JOHN PETER WASHBURN
RONALD MARK OLINSKY
STEFFEN C HELLERT
ANDREW J COOK
BRETT MCCUE
AMANDA FRASIER SKOTARCZAK
WILLIAM WINSMAN
GARY JOSEPH GRECO
ROBERT EDWARD WAITE
JENNY ANN RULISON-FISCH
DONALD FRANK STANYON
RICHARD JEFFERY ANTHONY
MICHAEL John PARKER
Ryan Olsen
DAVID PAUL OLSEN
LAWRENCE SPAGNOLA
MARK LAWRENCE SPAGNOLA
GERARD JOSEPH COLISTRA
SHERRY ANN HOFFMAN
Zachary Bowerman
DAVID CARL VANMETER
EDWARD JOSEPH CANTY
Joseph William Canty
WILLIAM JOSEPH CANTY
DANIEL PAUL GALE
PATRICIA MARIE WALTON
KENNETH JORMA TERPENING
JANE MARIE QUINN
JOLYN CONWAY SWEET
Sean Bradley Moynahan
NATHANIEL JAN KING
MICHELE MARIE MARTIN
Dominic Joseph Garrant
Michael DeMarco
RACHEL LEIGH ARATA
HARRISON XU
STEPHAN OTTO SCRIBNER
NERISSA HANLEY
NICHOLAS LYLE ROSEBROOK
SAMANTHA R THOMAS
LAWRENCE JAY AGLER
ANDREA MARIE PEASE

Within 25 miles of Mayfield, NY, Best Investors lists 41 registered investment advisory firms with 65 offices nearby, managing about $8.88T in combined regulatory AUM across 954,137 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 Mayfield

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM