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Best financial advisors in Perkinsville, NY

Registered advisers within 25 miles of Perkinsville, NY.

Offices
13
Firms
7
Combined AUM
$1.46T
Firm-wide filings, not assets booked only here
Clients
290K
290,352 clients when Item 5C has a number
Avg / client
$5.03M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
ALLWORTH FINANCIAL, L.P.
BLACKRIDGE ASSET MANAGEMENT, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
HYJC CAPITAL OF WNY

Investors

Joseph Fox
TERRY JAY MUCHLER
LAUREN ANNE HEIMAN
Raymond Auman
Nicholas Kelley
Thomas F Beers
CHRISTINA M. HAND
GARY LYLE EVERTS
JAMES WILLIAM SCOTT
MARK ERNEST ADAM
AUTUMN LYNZI SMITH
DOMINIC RUZZINE
Paul Calvin Deagle
LEA M BANCROFT
CAROLYN ANN PHILLIPS
SHAWN MICHAEL BENEDICT
COLLIN JAMES HAWES
Pamela Jean Rudolph
JOHN EDWARD HAUGH
CHRISTOPHER PAUL YUSKIW
DAVID ARRON YOUNIS
Aimee Cristine Berkemeier
HEATH Nicholas HENDRICKSON

Within 25 miles of Perkinsville, NY, Best Investors lists 7 registered investment advisory firms with 13 offices nearby, managing about $1.46T in combined regulatory AUM across 290,352 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 Perkinsville

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 5 ALLWORTH FINANCIAL, L.P. 309 advisers $33.6B AUM 6 BLACKRIDGE ASSET MANAGEMENT, LLC 73 clients · 72 advisers $370M AUM 7 HYJC CAPITAL OF WNY 2 advisers $82.6M AUM