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Best financial advisors in Niagara University, NY

Registered advisers within 25 miles of Niagara University, 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

EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LYTLE INVESTMENTS
CITIZENS SECURITIES, INC.
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Investors

Michael Boss
Joseph Austin Dante
David Irwin Karwick
David Garcia
LAURA CHRISTINE CAPIZZI
Christopher Marshall Woods
Daniel Ryan Aikin
Katrina Alice O'Sullivan
Daniel Telaak
Debbie Lynn Sawma
AIMEE LYNNE QUALIANA
CHRISTOPHER M LOPS
Bradley Vincent Wesolowski
Siddharth Patel
BRIAN MICHAEL SILVERBERG
GEORGE KOSTOV BIDJOV
Michael James Supernault
JEAN M. CATANESE
MICHAEL LIS
JOSEPH ANTHONY BUFALINO
CARL WILLIAM WALCK
LESTER JOSEPH ROBINSON
JESSICA MARIE SULLIVAN
MATTHEW JOHN WRIGHT
MARK ANTHONY CATANESE
Edward Francis Wright
JAMES GREGORY GOUPIL
Kevin Scott Henderson
CURTIS PETER HENDERSON
JULIUS WILLIAM AEBLY
WILLIAM JONATHAN WILLIAMS
THOMAS ALLEN LYTLE
PAUL DENNIS LYTLE
MICHAEL CIANCIOSA
JACKSON DANIEL TARR
NATHAN HUISGEN
CRAIG DOUGLAS MELLENTHINE
Robert Michael Stevens
ANDERS BEN JOHANSSON
Alex Caratelli
Richard Salvatore Massaro
Robert G Hamilton
BRYAN CARROLL
ROBERT BRUCE CARROLL
KRISTIN M MEYER

Within 25 miles of Niagara University, 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 University

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