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Best financial advisors in Perryville, NY

Registered advisers within 25 miles of Perryville, NY.

Offices
256
Firms
96
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
3.00M
3,004,931 clients when Item 5C has a number
Avg / client
$4.02M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
FARTHER
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CARSWELL INVESTMENTS, LLC
PINNACLE INVESTMENTS, LLC
BPC ADVISORS LLC
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
SINOPOLI & SINOPOLI FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIZENS SECURITIES, INC.
LINCOLN INVESTMENT
SUMMIT PLANNING GROUP, INC.
PINNACLE CAPITAL MANAGEMENT, LLC

Investors

CHRISTOPHER CHARLES KEEGAN
RAYMOND ALLEN YACKEL
GARY R. CRONISER
PATRICK R. LYNCH
CARL A DATTELLAS
Thomas Parker Westers
JOHN ANDREW DONOHUE
PETER SCHNEIDER
WILLIAM JOSEPH ZAIKA
KATHERINE ANTHIS
MATTHEW RICHARD CROSSMAN
Brian J Stinson
David Perry Jones
SONNET LEATH LOFTUS
Shane Christian Murphy
NEIL JONATHAN HOYT
JEFFREY EDWARD KLEIN
RACHEL BARTON RONEY
BRIAN MICHAEL SCHULTZ
DOUGLAS R. BURNS
GEOFFREY ALAN WELLS
BRENT PHILIP KESSLER
FREDERICK PHILIP KESSLER
Hannah Elizabeth Lupole
KATHLEEN TERESA KAFFENBERGER
SARA ANN Kerry
MARYANN PIERCE
ZACHARY BURDETTE WALTON
JOHN MICHAEL CRONIN
JAMES VINCENT SINOPOLI
MICHAEL JAMES SINOPOLI
JOSEPH MICHAEL SINOPOLI
VINCENT JAMES SINOPOLI
ALLISON HASLAM
SCOTT WILLIAM DUNBAR
DAVID ROBERT COLBERT
LLOYD David TEPPER
TAMARA MICHELE HOGAN
MICHAEL EDWARD BLAND
RICHARD JAMES DOYLE
KATHERINE SCHMID
TAMELA FABIANO
MARY ELIZABETH WEHRLE
RUTH BANEGAS
MICHAEL R ADAMS
TINA G HANEY
PETER WILLIAM NICOLINI
PETER J BABBLES
Justin Owens
JONATHAN RICHARD KNIGHT
Alexander Hawthorne
JOHN SCOTT DAVIES
ALFRED R SARACENE
Sean Gardner
NICHOLAS JAMES BEITER
REGINALD BRUCE GRANDJEAN
Brett David Grandjean
RICHARD JOHN URCIUOLI

Within 25 miles of Perryville, NY, Best Investors lists 96 registered investment advisory firms with 256 offices nearby, managing about $12.1T in combined regulatory AUM across 3,004,931 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 Perryville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM