Best financial advisors in Perry, NY

Registered advisers within 25 miles of Perry, NY.

Offices

28

Firms

16

Combined AUM

$5.78T

Firm-wide filings, not assets booked only here

Clients

1.14M

1,142,080 clients when Item 5C has a number

Avg / client

$5.06M

Combined AUM ÷ clients

Nearby offices

OSAIC WEALTH, INC.

199 S MAIN STREET
PERRY, NY 14530

MML INVESTORS SERVICES, LLC

81 Main St
Mount Morris, NY 14510

CETERA INVESTMENT ADVISERS LLC

112 MAIN STREET
MOUNT MORRIS, NY 14510

LPL FINANCIAL LLC

2319 STATE RT 19 N
WARSAW, NY 14569

PRINCIPAL SECURITIES, INC.

2330 N MAIN ST
WARSAW, NY 14569

LPL FINANCIAL LLC

4218 LAKEVILLE ROAD
GENESEO, NY 14454

11.2 miles away

OSAIC WEALTH, INC.

36 N STATE ST
NUNDA, NY 14517

11.4 miles away

LPL FINANCIAL LLC

6 STATE ST.
NUNDA, NY 14517

11.4 miles away

LPL FINANCIAL LLC

22 RYAN DRIVE
GENESEO, NY 14454

11.5 miles away

LPL FINANCIAL LLC

19 S. STATE STREET
NUNDA, NY 14517

11.6 miles away

BLACKRIDGE ASSET MANAGEMENT, LLC

9401 Watercure Road PO BOX 522
Nunda, NY 14517

12.2 miles away

HYJC CAPITAL OF WNY

5989 BIG TREE RD
LAKEVILLE, NY 14480

16.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

11157 Alexander Rd
Attica, NY 14011

16.7 miles away

EDWARD JONES

87 GENESEE ST
AVON, NY 14414

17.4 miles away

EQUITABLE ADVISORS, LLC

43 JACKSON STREET SUITE #5
BATAVIA, NY 14020

19.4 miles away

ALLWORTH FINANCIAL, L.P.

202 MAIN STREET
DANSVILLE, NY 14437

19.6 miles away

LPL FINANCIAL LLC

189 MAIN ST
DANSVILLE, NY 14437

19.7 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

21 MASSE PL
BATAVIA, NY 14020

19.8 miles away

LPL FINANCIAL LLC

216 E MAIN ST STE 2
BATAVIA, NY 14020-2221

AMERIPRISE FINANCIAL SERVICES, LLC

219 E Main St
Batavia, NY 14020

Firms

OSAIC WEALTH, INC.

MML INVESTORS SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

PRINCIPAL SECURITIES, INC.

BLACKRIDGE ASSET MANAGEMENT, LLC

HYJC CAPITAL OF WNY

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

EQUITABLE ADVISORS, LLC

ALLWORTH FINANCIAL, L.P.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

DAVID ARRON YOUNIS

Aimee Cristine Berkemeier

HEATH Nicholas HENDRICKSON

CAROLYN ANN PHILLIPS

Paul Calvin Deagle

Pamela Jean Rudolph

ROBERT CHRIS BENSHADLE

SHAWN MICHAEL BENEDICT

GARY LYLE EVERTS

JAMES WILLIAM SCOTT

AUTUMN LYNZI SMITH

DOMINIC RUZZINE

COLLIN JAMES HAWES

MARK ERNEST ADAM

CHRISTINA M. HAND

JOHN EDWARD HAUGH

CHRISTOPHER PAUL YUSKIW

Michael R Borowiak

KEVIN JOHN ARNDT

Timothy Lee Talbot

TERRY JAY MUCHLER

LAUREN ANNE HEIMAN

CALVIN JOHN KLEMMER

Michael JOHN Grammatico

MICHAEL ANDREW ANDERSON

Emily LOUISE Marling

CHRISTOPHER CHARLES WHITE

Steven Paul Tufts

JUDY ANN THOMPSON

MARK EARL WOODWARD

Holden Thomas Borrelli

Within 25 miles of Perry, NY, Best Investors lists 16 registered investment advisory firms with 28 offices nearby, managing about $5.78T in combined regulatory AUM across 1,142,080 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 Perry

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B 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