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Best financial advisors in Penfield, NY

Registered advisers within 25 miles of Penfield, NY.

Offices
454
Firms
171
Combined AUM
$15.3T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,106,580 clients when Item 5C has a number
Avg / client
$4.92M
Combined AUM ÷ clients

Nearby offices

Firms

DAVIE KAPLAN WEALTH CARE ADVISORS, LLC
DKCB FINANCIAL ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC
MILESTONES PRIVATE INVESTMENT ADVISORS LLC
MERCER GLOBAL ADVISORS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
ELEVATUS WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
FLFS ADVISORY LLC
ELEVATION INVESTMENT CONSULTING
LPL FINANCIAL LLC
PRINCIPAL SECURITIES, INC.
COURIER CAPITAL, LLC
KESTRA ADVISORY SERVICES, LLC

Investors

JOHN ROBERT WILSON
MICHAEL DAVID AGOSTINELLI
ROBERT CHARLES LINDER
JEANNE E MORELLI
KARL P CEDARLEAF
CHRISTINA MARIE KUBRICH
LAURIE ZASTAWRNY
Michael Clifford Colby
David Nathan Long
KEVIN BRUCE BROWN
JEFF D. WOLK
RANDALL P. TRAHAN
NICHOLAS JAMES SARTO
Michael Lawrence Caruso
Aaron Jeffrey Wolk
Jacob K. Brown
MARK OCONNELL DOWNEY
TRICIA A. ZANON
MATTHEW HARTSTEIN
KEITH CHARLES BOCK
JONATHAN PAUL LARUE
GREGORY ARTHUR MILLER
Sheila Marie Monachino
GARY ANDREW DEBELLIS
PATRICK ROBERT GEORGE
DAVID C PITCHER
SCOTT MICHAEL KOGLER
FRANCIS L OSTROM
SAM PETER JOHN IRVINE
Glenna Joy Durwin
BRIAN M SAUERS
JENNIFER R JONES
Nicholas Michael Piehler
CHRISTOPHER L SASSONE
DEANNA JEAN Gutta
Thomas Guider
MARK THOMAS BUSCHER
HEATHER ANN PROCTOR
JAMIE FRANCES BLOCK
Nick Albert Jensen
RICHARD ALLEN WALKER
Aletha Marie Steehler
GARY EUGENE STIRK
CATHY ANN ELIA
CHRISTIAN BENJAMIN SPARACINO
Peter L Newman
Daniel F Antocicco
DANIEL J HARE
Megan Horvat
ANDREW F MANTIONE
Adam Jeffrey Casper
Joseph Theodore Amoddio
Reagan Mangos
Robert Wiley Gwynn
ANGELA M BABCOCK
Alan David Deuel
Nick J Twentyfive
DAVID FOOTE GWYNN
JOSEPH ALDO CAPPELLO
ERIK SCHWARZ
Omer Yildiz
LEO IACOBELLI
Robert S Walker
Scott Shattuck
YI WENG
Thomas J Schultz
PAUL BRYAN WINKLER
MARGARET MARY GASTON
JOELLE LAUREN DONAHOE
Matthew Ryan Kelley
Frank Piacente
Todd Philip Mazzo
Robert J Wright
PAUL MACHISTE VISCA
GARRETT PATRICK BUNCH
Joseph Andrew Barone
Sean Hucko
Alejandro Bruno
DAVID Carl ROBBINS
NICHOLAS TIMOTHY NORVELL
DANIEL PAUL CAVARETTA
JOSEPH MARTIN ERVOLINA

Within 25 miles of Penfield, NY, Best Investors lists 171 registered investment advisory firms with 454 offices nearby, managing about $15.3T in combined regulatory AUM across 3,106,580 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 Penfield

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM