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Best financial advisors in Portageville, NY

Registered advisers within 25 miles of Portageville, NY.

Offices
15
Firms
9
Combined AUM
$1.62T
Firm-wide filings, not assets booked only here
Clients
361K
360,904 clients when Item 5C has a number
Avg / client
$4.48M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
BLACKRIDGE ASSET MANAGEMENT, LLC
OSAIC WEALTH, INC.
PRINCIPAL SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
SILVER GROVE ADVISORY SERVICES
ALLWORTH FINANCIAL, L.P.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

MARK ERNEST ADAM
CHRISTINA M. HAND
AUTUMN LYNZI SMITH
DOMINIC RUZZINE
GARY LYLE EVERTS
JAMES WILLIAM SCOTT
DAVID ARRON YOUNIS
Aimee Cristine Berkemeier
HEATH Nicholas HENDRICKSON
ROBERT CHRIS BENSHADLE
Pamela Jean Rudolph
Paul Calvin Deagle
LEA M BANCROFT
CAROLYN ANN PHILLIPS
ANDREW JAMES SWARTWOUT
TERRY JAY MUCHLER
LAUREN ANNE HEIMAN
Joseph Fox
SHAWN MICHAEL BENEDICT
COLLIN JAMES HAWES
Michael R Borowiak
KEVIN JOHN ARNDT
Timothy Lee Talbot

Within 25 miles of Portageville, NY, Best Investors lists 9 registered investment advisory firms with 15 offices nearby, managing about $1.62T in combined regulatory AUM across 360,904 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 Portageville

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 6 ALLWORTH FINANCIAL, L.P. 309 advisers $33.6B AUM 7 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 8 SILVER GROVE ADVISORY SERVICES 20 clients · 17 advisers $454M AUM