Best financial advisors in Mexico, NY

Registered advisers within 25 miles of Mexico, NY.

Offices

45

Firms

22

Combined AUM

$5.82T

Firm-wide filings, not assets booked only here

Clients

1.20M

1,203,842 clients when Item 5C has a number

Avg / client

$4.83M

Combined AUM ÷ clients

Nearby offices

EQUITABLE ADVISORS, LLC

3386 MAIN STREET
MEXICO, NY 13114

KEY INVESTMENT SERVICES LLC

3283 Main St.
Mexico, NY 13114

PFS INVESTMENTS INC.

3276 MAIN ST
MEXICO, NY 13114

PFS INVESTMENTS INC.

3276 MAIN ST. STE A
MEXICO, NY 13114

EDWARD JONES

4890 N Jefferson Street
Pulaski, NY 13142

LPL FINANCIAL LLC

94 EAST BRIDGE STREET
OSWEGO, NY 13126

OSAIC WEALTH, INC.

35 E 1ST STREET
OSWEGO, NY 13126

13.3 miles away

CETERA INVESTMENT ADVISERS LLC

1001 SOUTH FIRST STREET OFFICE NO. 5
FULTON, NY 13069

13.4 miles away

EDWARD JONES

106 WEST SECOND STREET
OSWEGO, NY 13126

13.5 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

131 Tallman Street
Oswego, NY 13126

13.6 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

97 W UTICA STREET
OSWEGO, NY 13126

13.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

537 S Main St
Central Square, NY 13036

13.9 miles away

MML INVESTORS SERVICES, LLC

909 West 1st Street South Suite B
Fulton, NY 13069

13.9 miles away

LPL FINANCIAL LLC

11 FOURTH AVE SUITE 1
OSWEGO, NY 13126

14.4 miles away

COMMONWEALTH FINANCIAL NETWORK

7824 State Route 104
Oswego, NY 13126

17.1 miles away

EDWARD JONES

4595 Route 31 Ste 4
Clay, NY 13041

19.4 miles away

LPL FINANCIAL LLC

343 CHURCH ST
HANNIBAL, NY 13074

19.6 miles away

LPL FINANCIAL LLC

8135 SOULE ROAD
LIVERPOOL, NY 13090

20.8 miles away

CETERA INVESTMENT ADVISERS LLC

6091 STATE RTE 31
CICERO, NY 13039

21.3 miles away

EDWARD JONES

6265 ROUTE 31 SUITE #2
CICERO, NY 13039

21.4 miles away

Firms

EQUITABLE ADVISORS, LLC

KEY INVESTMENT SERVICES LLC

PFS INVESTMENTS INC.

LPL FINANCIAL LLC

OSAIC WEALTH, INC.

CETERA INVESTMENT ADVISERS LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

MML INVESTORS SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

Investors

STEPHEN WISNIEWSKI

DAVID VINCENT EPOLITO

CAMERON BOROWIEC

NATHAN CHARLES KINNE

Morgan Hodinger

PAUL DAVID MYLES

Rochelle Peabody

STEVEN ERIC GOTTLIEB

STANLEY B. WARNER

Nicholas Barnes

Stanley J Cerlanek

MICHAEL M DELORME

RANDY LEE ZEIGLER

TIMOTHY JAY CORDELL

DAVID DOMINIC MIRABITO

MICHAEL CHARLES HERHOLTZ

JAMES CAMERON BRANCH CURRIER

CHRISTOPHER NICHOLAS ASSIMON

CHRISTIAN TRYGVE-LEE STOUT

Scott Edward Stefanco

Sydney Chalifoux Hopkins

ANDREW JAMES MANGANO

BRENDA LAURA ISABEL MONK

GARY DANIEL LUCAS

Robert Antonacci

MICHAEL JOSEPH COOK

DAVID JAMES ANDERSON

Derek Bruce Loomis

Philip Gregory Stevens

Jamie Marie Johnson

Within 25 miles of Mexico, NY, Best Investors lists 22 registered investment advisory firms with 45 offices nearby, managing about $5.82T in combined regulatory AUM across 1,203,842 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 Mexico

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM