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Best financial advisors in Olean, NY

Registered advisers within 25 miles of Olean, NY.

Offices
32
Firms
14
Combined AUM
$5.67T
Firm-wide filings, not assets booked only here
Clients
953K
952,748 clients when Item 5C has a number
Avg / client
$5.95M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LINCOLN PARK CAPITAL LLC
CORNELL CAPITAL HOLDINGS LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MML INVESTORS SERVICES, LLC
AFL ADVISORY GROUP LLC

Investors

LOUIS JOSEPH PROTO
EILEEN M PROTO
Dana Louis Cornell
Kady J Weisner
MARK GEORGE HENDRIX
JOHN FREDERICK MCLAUGHLIN
Nick Lyons
MEGHAN PALUMBO
JILLIAN MARIE PLEAKIS
Sonya C Hirt
VICKY L STEFFENHAGEN
TALLENA NICOLE KALLENBACH
Corey J Haas
TODD RAYMOND ALLEN
PAMELA SUE SHUMWAY
SCOTT CHARLES DERWICK
KELLY CHRISTINE LENT-PAUL
PAULA FOX DERWICK
TERESA LYNN BARIE
STEPHANIE LYNN ALOI
Kaden Joseph Moyer
Troy Matthew Vincent
Aaron Michael Vincent
Dylan Vincent
RONALD FRANCIS DAPOLITO
Patrick Michael Hollenbeck
JOHN JUSTUS IRVING
LUCAS ALAN BURTON
JON ROBERT ORCUTT
Timothy L Hall
Donna Marie Hollenbeck
Courtney Clarke
LINDA KAY MALEY
Sarah Elizabeth Boser
Kyle Kirk
Zachary Steven Woodel
Nathan C Higbie
Joseph Neff

Within 25 miles of Olean, NY, Best Investors lists 14 registered investment advisory firms with 32 offices nearby, managing about $5.67T in combined regulatory AUM across 952,748 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 Olean

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM