Best Investors Account Sign in

Best financial advisors in Merrill, NY

Registered advisers within 25 miles of Merrill, NY.

Offices
9
Firms
6
Combined AUM
$3.02T
Firm-wide filings, not assets booked only here
Clients
271K
270,662 clients when Item 5C has a number
Avg / client
$11.2M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
TD PRIVATE CLIENT WEALTH LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EDWARD JONES

Investors

NICHOLAS PAUL EELLS
MATHEW J HASTINGS
VASSO DANIEL LAFOREST
Shane Patrick Racette
ADAM KING
STEPHEN MILLER MCFADDEN
APRIL LYNN BINGEL
DEBBY A MELLENGER
ALAN CHARLES DANA
ADAM W ROBERT
JUSTIN PAUL HOOPER
James David Stinson
Christian Blue

Within 25 miles of Merrill, NY, Best Investors lists 6 registered investment advisory firms with 9 offices nearby, managing about $3.02T in combined regulatory AUM across 270,662 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 Merrill

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 TD PRIVATE CLIENT WEALTH LLC 542 advisers $8.57B AUM