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Best financial advisors in Ravena, NY

Registered advisers within 25 miles of Ravena, NY.

Offices
225
Firms
100
Combined AUM
$12.5T
Firm-wide filings, not assets booked only here
Clients
2.89M
2,894,169 clients when Item 5C has a number
Avg / client
$4.32M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
DUTCH ASSET CORPORATION
GODFREY FINANCIAL ASSOCIATES, INC.
LATITUDE ADVISORS, LLC
EDWARD JONES
KEY INVESTMENT SERVICES LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC INSTITUTIONS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
GWN SECURITIES INC.
COMMONWEALTH FINANCIAL NETWORK
STRATOS WEALTH PARTNERS, LTD
CURRAN WEALTH MANAGEMENT
BROADWAY ADVISOR GROUP

Investors

RYAN PETER HUSSEY
PETER JOSEPH HUSSEY
Tyler William Rapp
David Christopher Jeram
RICHARD L OXFORD
CULLEN BREEN
GARY WILLIAM BARKMAN
PHILLIP KAY LYMAN
Eric Jhonsa
RUTH ALICE MARESCA
KATHLEEN LOUISE GODFREY
FREDERICK WILLIAM SCHMALKUCHE
EOIN DEAN CARROLL
William T Chronister
Seth Landsman Reinhardt
JOSEPH JOHN BADOLATO
JOSEPH T MURPHY
Christopher Daniel Ikeda-Wood
Emma West Gleason
JULIE MORGAN APPLEGATE
JEFFREY ALEXANDER DIEVENDORF
JUDITH FLANDREAU DIEVENDORF
BRENDA DELANEY
CHRISTOPHER ARDITO
Kervin Alcindor
Michael Vincent Ciarlo
Leslie Seymour
JENNIFER LYDIA GEORGE
STEVEN MICHAEL HARTY
STANLEY DWYER PADDOCK
Barry James Rings
CONOR JEFFREY BRYANT
REID GREGORY PRINZO
SHAWN ANTHONY MALONEY
Broderick A Yates
MARK THOMAS BRYANT
JORDAN WEST
TERANCE MARCEL RUSO
Derek G Gray
KEVIN THOMAS CURRAN
THOMAS JOSEPH CURRAN
JASON MICHAEL SGROI
JOHN FRANCIS MENDRYSA

Within 25 miles of Ravena, NY, Best Investors lists 100 registered investment advisory firms with 225 offices nearby, managing about $12.5T in combined regulatory AUM across 2,894,169 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 Ravena

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