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Best financial advisors in Naples, NY

Registered advisers within 25 miles of Naples, NY.

Offices
41
Firms
22
Combined AUM
$3.56T
Firm-wide filings, not assets booked only here
Clients
785K
785,239 clients when Item 5C has a number
Avg / client
$4.54M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
ALLWORTH FINANCIAL, L.P.
VANDERBILT ADVISORY SERVICES
PFS INVESTMENTS INC.
CL WEALTH MANAGEMENT LLC
EDWARD JONES
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
SIMCO FINANCIAL
ARKADIOS WEALTH ADVISORS
HYJC CAPITAL OF WNY

Investors

Joseph Fox
TERRY JAY MUCHLER
LAUREN ANNE HEIMAN
ALLEN COHEN
TIM DEAN VANGORDER
JACOB D CARRIER
BRADLEY JOHN DONNER
William B Henry
Benaiah James Henry
ROBERT THOMAS KOCZENT
DAVID RHYS EICHENHOFER
Brent James Ascroft
Keegan R. Ryan
William A. Fiorica
Ryan Schwedfeger
Jered Maloney
WADE ANDREW SARKIS
NATHAN EVERETT VAN BORTEL
Trevor Peter Lacz
Andrew Ward
RUSSELL JOSEPH BARONE
MARC ANDREW SIMMONS
Jason Michael Mosher
JASON JAMES MOSHER
DAVID RICHARD STALKER
THOMAS WAYNE KINGSLEY
TIMOTHY JON VEAZEY
Ryan Martin
JOHN EDWARD HAUGH
CHRISTOPHER PAUL YUSKIW

Within 25 miles of Naples, NY, Best Investors lists 22 registered investment advisory firms with 41 offices nearby, managing about $3.56T in combined regulatory AUM across 785,239 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 Naples

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 FISHER INVESTMENTS 3,078 advisers $387B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B 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 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM