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Best financial advisors in Niagara Univ, NY

Registered advisers within 25 miles of Niagara Univ, NY.

Offices
370
Firms
120
Combined AUM
$11.9T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,078,585 clients when Item 5C has a number
Avg / client
$3.87M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
PRINCIPAL SECURITIES, INC.
EAGLE STRATEGIES LLC
MML INVESTORS SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ORCHESTRAL FINANCIAL GROUP INC.
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CITIZENS SECURITIES, INC.
SANDERSON WEALTH MANAGEMENT, LLC
MILESTONE GROUP VENTURES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ERNST & YOUNG INVESTMENT ADVISERS LLP
GARRISON MURPHY WEALTH MANAGEMENT, LLC

Investors

GREGORY J. LEWIS
DAVID MICHAEL GELIA
KATHLEEN MARIE FLYNN
Benjamin William Whitford
JEFFREY J WOHLFAHRT
JOSHUA ALEXANDER LAUER
RODD SHANNON MCMINN
CHRISTOPHER GEORGE LAUER
JOHN CHARLES MOSHIDES
Jacob T Kranz
SAMUEL M BRONSKY
LAWRENCE HUGH LEVIN
ANTHONY STEPHEN SCALISE
STEVEN I-KANG YEH
MARK JAMES BEARDI
Daniel F. Webster
MICHAEL JAY BIRENBACH
LORRAINE MARIE CARSON
ALFRED CHARLES LETO
EDWARD WILLIAM EAGEN
JOSEPH MICHAL ANDRADE
RONALD CHRISTOPHER SCIANDRA
GEORGE EDWARD BOLLER
KAY ANNA CZECHOWSKI
LISA RENEE MONPERE-CRUZ
JASON HENRY REITMEIER
THOMAS MICHAEL HUEBSCH
KENNETH JOSEPH HAWLEY
JOSEPH JOSEPH ALIOTTA
DENISE MONTGOMERY PACER
PAUL J MIOSI
SCOTT JOHN MIRANTO
Jamie Reece
Ping Lin
JOHN SALVATORE GULLO
CALEB JENNINGS
JAMES LONGSTREET WARNER
CARL MICHAEL BADER
PHILLIP MARK FRATTALI
Angelo Antonino D'Amato Goodenough
Timothy J Domino
JOHN RAYMOND SANDERSON
JUSTIN RAYMOND SANDERSON
Evan R. Kraft
AMY LYNN Fogle
Laura Fetto
SALLY E MCMAHON
MATTHEW EDWARD RYAN
LESLIE ANN ZOERB
Samuel E Cappiello
JOSEPH THOMAS BEECHER
Barbara Jane Benedict
Amanda J Velarde
Jennifer Caldiero
Christina Battista
Joseph James Bianchi
Thomas J Rauen
William G. Kuch
JOANNE ALAIMO
JAMES SAVINO CAPPIELLO
MICHAEL WILLIAM BURNS
PAUL NOWAKOWSKI
MAXINE C AWNER
Denise M Williams
ANTHONY MIRANDA
Bryan Richard Mackey
Michael Ferranti
MICHAEL RICHARD KENLINE
Ann Marie Williams
Samantha Cotter
Faraaz Mohammed Ali
Michael Theodore Kurek
Luke W Nowakowski
Lucas Todd Mann
DARYL SCOTT PLANTER
Linda A Melandinidis
David J Siwiec
CAROLYN ATWILL SULLIVAN
BOYD C WIBLE
Todd R Mann
JENNIFER REBECCA RUNFOLA
KIM M MAHONEY
J. Austin Houlding
MATTHEW MICHAEL MCMAHON
Graziano Spagnolo
ANTHONY MICHAEL ORANGE
MICHAEL JOHN SANTOMAURO
Connor P Obrien
ROGER DALE WIBLE
MARTIN ALAN ZAKLIKOWSKI
MARK ROBERT ALVUT
SALLY DANNA ABELL
Amy Katherine Abrahamson
Chris A Sebastian
CHRISTOPHER M MUELLER
Susan Rose Bork
KELLEY CHRISTINE DUVAL
NICKOLE MARIE GARRISON

Within 25 miles of Niagara Univ, NY, Best Investors lists 120 registered investment advisory firms with 370 offices nearby, managing about $11.9T in combined regulatory AUM across 3,078,585 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 Niagara Univ

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM