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Best financial advisors in North Rose, NY

Registered advisers within 25 miles of North Rose, NY.

Offices
29
Firms
15
Combined AUM
$4.19T
Firm-wide filings, not assets booked only here
Clients
620K
620,109 clients when Item 5C has a number
Avg / client
$6.76M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
LEIGH BALDWIN & CO., LLC
O'HAVER WEALTH MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EAGLE STRATEGIES LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK
BLACKRIDGE ASSET MANAGEMENT, LLC
PRINCIPAL SECURITIES, INC.

Investors

Ryan John Brophy
MICHAEL ANTHONY DOUGLASS
JOSEPH TAYLOR O'HAVER
DEVON CALDWELL LITTLEFIELD
BRUCE WILLIAM BOWMAN
Marc Kreuser
MICHELE RENE WILCK
MARY ELIZABETH ROBERTSON
CHRISTOPHER LEE SANTELLI
Brian T Sisson
Sean M Nellis
Jonathan Edward Wordingham
ANDREW JAMES MANGANO
MARKUS STRAUSS
JOHN BRIAN MCCARTHY
Adam Jeffrey Casper
Joseph Theodore Amoddio
Reagan Mangos
JAMES GORDON DURSO
JEREMY LEE FREDENBURG
RICHARD LEE FREDENBURG
BRIAN DAVID HOPPER
Henry John Sandlas
Gregory F Schmitter
Joseph C Hayes
CHRISTIAN TRYGVE-LEE STOUT
Aaron Hausman

Within 25 miles of North Rose, NY, Best Investors lists 15 registered investment advisory firms with 29 offices nearby, managing about $4.19T in combined regulatory AUM across 620,109 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 North Rose

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM