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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

AMERIPRISE FINANCIAL SERVICES, LLC
HIGH STREET CAPITAL, LLC
EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Joseph Patrick Colosimo
TONI LYNNE PAUP
Keith Rennay Delacour
Clay T Byerly
NATHAN John CHAPMAN
Deborah Catherine Jackson
GERALYN MARIE GOUGH
SHAWN FLINT DERRICK
MATTHEW ADAM STROUP
LUCAS ALAN BURTON
AUTUMN LYNZI SMITH
ROMER MENDEZ
BARRY PATRICK SULLIVAN

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