Best Investors Account Sign in

Best financial advisors in Mdl Granville, NY

Registered advisers within 25 miles of Mdl Granville, NY.

Offices
61
Firms
26
Combined AUM
$8.94T
Firm-wide filings, not assets booked only here
Clients
981K
980,911 clients when Item 5C has a number
Avg / client
$9.11M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THE PATRIOT FINANCIAL GROUP, LLC
CITIZENS SECURITIES, INC.
UBS FINANCIAL SERVICES INC.
MORGAN STANLEY
LPL FINANCIAL LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
GREENHILL FINANCIAL PARTNERS
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

Claudia L Cedrone
Shawn Rook Hadwen
DANA HOGAN
Brian Phillip Warner
RACHEL ELINOR LAUBER
Timothy Matthew Bloomer
SAMUEL JOSEPH GROOM
JESSICA LEE ANDERSON
ALICIA ANN MUNUKKA
MARGARET A JONES
PAMELA ANN BRILEYA
Caitlin Marie Perry
PETER PEABODY KELLEY
JOHN CRAWFORD HAMILTON
Christopher James Nelson
CHRISTINE E CORBIN
JENNA T HALL
ROBERT BRADLEY STEDMAN
GEORGE RALPH SMITH
HEIDI GULDBRANDSEN CHAMBERLAIN
ALISON DENIS LONGLEY
COLTON JAMES BLACKMAN
Zerihune Finn
Justin Pill
Walter Winston Lother
Reed Lee Wilcox
RICHARD L RODRIGUE
SEAN BERGER
Jonathan Daniel Danise
Clayton Wilhelm
DAVID FREDERICK BROWN
Amanda Noel Cedrone
STEVEN ALAN MORNEAU
Dominic Stilwell
Meghan Marie Murray
JAMES BRIAN REYNOLDS
DANA VICTORIA JONES
WILLIAM LEO HADDEN

Within 25 miles of Mdl Granville, NY, Best Investors lists 26 registered investment advisory firms with 61 offices nearby, managing about $8.94T in combined regulatory AUM across 980,911 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 Mdl Granville

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM