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Best financial advisors in Mayville, NY

Registered advisers within 25 miles of Mayville, NY.

Offices
35
Firms
18
Combined AUM
$4.31T
Firm-wide filings, not assets booked only here
Clients
550K
550,410 clients when Item 5C has a number
Avg / client
$7.83M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
LINCOLN INVESTMENT
KEY INVESTMENT SERVICES LLC
EQUITABLE ADVISORS, LLC
M.B. ENGDAHL & CO.
COMMONWEALTH FINANCIAL NETWORK
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NWF ADVISORY SERVICES INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PARK AVENUE SECURITIES LLC
HBKS WEALTH ADVISORS
UBS FINANCIAL SERVICES INC.

Investors

ROMER MENDEZ
ALEC JOHN WITKOWSKI
CHADWICK J MURRAY
David William Meekins
Kathryn Marie Colvin
LORI JO FISCHER
LOUIS ANTHONY DEPPAS
THOMAS JOHN POPE
NATHAN M SLATE
Devin James Cruea
Noah Daniel Larson
Timur Johnson Tyra
Cheryl Ann Himmel
NICHOLAS S LUDWA
Frank Martin Shultz
MICHAEL CLARK PASCARELLA
Noah Evans Weinstein
DOUGLAS LINDSLEY SCHUTTE
JUSTIN JAMES BOHALL
ALYSON JANE MAHER
David Joseph Allen
MATTHEW MORSE
ERIC M HARVEY
Andrew Robert Nelson
MARK R NELSON
SAMUEL Alan FITCH
LAWRENCE CHRISTOPHER FIORELLA
GERALD WILLIAM HALL
JAMES ANTHONY ARCORACI
KEVIN DANIEL ASTRY
MICHAEL EDWARD RINGLER
Shania Uhteg
Joel W Muth
JOHN PATRICK CUDDIHY
Lorie Anne Crowell
HANS PETER AUER
LORRI P MABEE
Tonie Lee LEE D'Angelo
Kristie Jo Monaco Peppy
TIMOTHY WAYNE EDBORG
TODD ALAN HNATYSZYN
Alexander Thomas Grace

Within 25 miles of Mayville, NY, Best Investors lists 18 registered investment advisory firms with 35 offices nearby, managing about $4.31T in combined regulatory AUM across 550,410 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 Mayville

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM