Best Investors Account Sign in

Best financial advisors in Patria, NY

Registered advisers within 25 miles of Patria, NY.

Offices
10
Firms
7
Combined AUM
$1.02T
Firm-wide filings, not assets booked only here
Clients
281K
280,733 clients when Item 5C has a number
Avg / client
$3.63M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
LINCOLN INVESTMENT
FENIMORE ASSET MANAGEMENT, INC.
PFS INVESTMENTS INC.
JTM WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PRINCIPAL SECURITIES, INC.

Investors

SEAN P MCALLISTER
LEO THOMAS MCALLISTER
BARBARA BECKER
JAMES PATRICK BOYCE
RONALD E LABELLA
ELLIOTT I FRIEDMAN
GEOFFREY ALAN WRIGHT
RICHARD WILLIAM PINDER
CHRISTOPHER JAMES LA PORTA
Ricki Lyn Wrigley
SHANNON ALMY
KEVIN THOMAS SMITH
Matthew David Laverty
Wahid Ullah Nabi
Palmer Nicholas Fargnoli
Brendan William Scoralick
ERIN E LUCIANO
ANNE B. PUTNAM
JOSEPH MICHAEL LEROY
JONATHAN WILLIAM MORAN
CHRISTIAN ADAMS SNYDER
RICHARD HENRY HEIM
JESSE CARL KOEPP
Shaun R Fagant
WILLIAM GEORGE WISE
Michael Joseph Weaver
Cameron Heath MacDonald
PETER BART POCHILY
Zachary Bowerman
DAVID CARL VANMETER
NERISSA HANLEY
JOHN THOMAS MOSS
GEORGE STEVE TELLES
SCOTT ALLEN CURTIS
JASON JAY TABOR
Matthew Samuel Powers
Tyler A Jones

Within 25 miles of Patria, NY, Best Investors lists 7 registered investment advisory firms with 10 offices nearby, managing about $1.02T in combined regulatory AUM across 280,733 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 Patria

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 3 LINCOLN INVESTMENT 595 clients · 949 advisers $22.0B AUM 4 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 5 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 6 FENIMORE ASSET MANAGEMENT, INC. 20 advisers $5.41B AUM 7 JTM WEALTH MANAGEMENT, INC. 6 clients · 1 advisers $24.9M AUM