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Best financial advisors in Middle Granville, NY

Registered advisers within 25 miles of Middle 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

Investors

Joseph Edward Kelly
Madeline Skye Butler

Within 25 miles of Middle 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 Middle 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