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Best financial advisors in Oakfield, NY

Registered advisers within 25 miles of Oakfield, NY.

Offices
187
Firms
64
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,935,299 clients when Item 5C has a number
Avg / client
$3.66M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PRINCIPAL SECURITIES, INC.
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

DEAN WESLEY WALDRON
MATTHEW DEAN WALDRON
SHEVONNE LA'NEY OLMSTEAD
Maxwell Dennis Havens
RYAN FLORE
Michael Battaglia
SHARI LYNN SALIM
DAVID JOHN ZAUNER
EDWARD LISOWSKI
ANTHONY VINCENT MANCUSO
Angel Palacios
Dylan Joy
David W Hall
Michael Robert Marsh
MICHAEL CHRISTOPHER RESTIVO
STEPHEN T. HICKS
Lee L Mulcahy
MARK EARL WOODWARD
Holden Thomas Borrelli
JUDY ANN THOMPSON
MARC A STALEY
CALVIN JOHN KLEMMER
Michael JOHN Grammatico
John J Riter
MICHAEL ANDREW ANDERSON
Emily LOUISE Marling
OLIVIA ROGERS
CHRISTOPHER CHARLES WHITE
Steven Paul Tufts
Brad B Morgan
JON N WAGGONER
MARK STEVEN LEWIS
Robert John Rice
SCOTT BRADLEY SCHICKLING
BROOKE DANIELLE YAISER
BRIAN D YAISER
Michael R Borowiak
KEVIN JOHN ARNDT
Timothy Lee Talbot
LAURA MARY O'GEEN
BENJAMIN D GEIST
JENA CRAWFORD
MARK EMERY JOHNSON
DANIEL PETER GHIRSIG

Within 25 miles of Oakfield, NY, Best Investors lists 64 registered investment advisory firms with 187 offices nearby, managing about $10.7T in combined regulatory AUM across 2,935,299 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 Oakfield

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM