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Best financial advisors in Orchard Park, NY

Registered advisers within 25 miles of Orchard Park, NY.

Offices
435
Firms
133
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
3.10M
3,097,946 clients when Item 5C has a number
Avg / client
$4.35M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
GRENDA GROUP
HIGHTOWER ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NORTH WOODS WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
SILVER GROVE ADVISORY SERVICES
PRINCIPAL SECURITIES, INC.
TRUBEE WEALTH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COURIER CAPITAL, LLC
COMMONWEALTH FINANCIAL NETWORK
EUDAIMONIA WEALTH

Investors

JAMES CLARK MADAN
SEAN ANTHONY SIRACUSA
STELLA L FEY
JOSEPH S AHMED
THOMAS S YOUNGMAN
DANIEL ALAN SCHLEIN
JONATHAN J BERUBE
STEPHEN THEDORE CONSTANTINE
GREGORY A AHRENS
EGON BENJAMIN MOLDENHAUER
Emily R Willis
NICHOLAS CHIERA
THOMAS NAPLES
Marion Elizabeth Gray Kelly
PETER T GODIOS
JAMES R FASHANO
SUZANNE M NOVELLI
ROBERT J POWALSKI
DEREK JAMES MALIS
HEATHER Rose SCHULTZ
Chase Czachorowski
DANIEL ANTHONY SPERRAZZA
Paul Kenneth DiNicolantonio
MICHAEL JAMES WAMP
Emily Ford
Joshua Charles Rohrer
Anthony Pandolfi
ANDREW PATRICK DURFEE
Beau Riggs
EMIR CULOV
AMELA CULOV
Jeremy Tilton Wadsworth
WILLIAM BARRETT WADSWORTH
Frederick Raymond Fadel
RANDALL BRYAN CLARK
DAVID JASON LYMAN
GENNA ELIZABETH CHMIEL
Jordan Farnham
Daniel M Lawrence
Daniel Jonas Meyer
Jason Berghold
AARON EDWIN RYBAK
ROBERT KENNETH WILCZAK
MICHAEL DAVID GZYL
MICHAEL JOSEPH MANCUSO
MICHAEL RICHARD BECHT
MICHAEL WILLIAM HADLEY
NICHOLAS ALEXANDER INGOLD
Anne Jennifer Emblidge
HARRISON MICHAEL STEINWALD
JOHN MICHAEL MEISNER
JOHN DAVID SHINE
Matthew Drosendahl
CHARLES ERNEST GELO
THOMAS RICHARD TURK
MICHAEL FORMAN SHEETS
JEFFREY ALLAN BOWEN
WILLIAM ROBERT PICTOR
THOMAS GERARD VOSSLER
WILLIAM JOHN BREDENBERG
John R Bannister
JOZEF NICHOLAS KUZMKOWSKI
Ryan Thomas Hanlon
WILLIAM HENRY GURNEY
REBECCA LEVENGOOD WESTERVELT
MICHAEL Robert BRACE
THOMAS JAMES HANLON
STEPHEN JOHN FASSEL
Jason Michael Stronz
Ryan Paul Coppola
LAWRENCE VERNON WHISTLER
TARIK A KAWI
BRETT KOEPPEL

Within 25 miles of Orchard Park, NY, Best Investors lists 133 registered investment advisory firms with 435 offices nearby, managing about $13.5T in combined regulatory AUM across 3,097,946 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 Orchard Park

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM