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Best financial advisors in Sherrill, NY

Registered advisers within 25 miles of Sherrill, NY.

Offices
157
Firms
71
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
2.95M
2,947,727 clients when Item 5C has a number
Avg / client
$3.59M
Combined AUM ÷ clients

Nearby offices

Firms

CREATIVE FINANCIAL DESIGNS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
BELPOINTE ASSET MANAGEMENT LLC
LPL ENTERPRISE, LLC
BIRCH WEALTH MANAGEMENT
PFS INVESTMENTS INC.
STRATEGIC FINANCIAL SERVICES
KEY INVESTMENT SERVICES LLC

Investors

ALAN EDWARD CHANDLER
JARED MATTHEW HOUSEMAN
Jonathan Christopher Pawlika
Joseph A Alnutt
Adam Parente
Stefano Selenu
Shannon Rae Brown
Kevin H Brown
ROBERT BARRY ECKERMANN
STEPHANIE MARIE GARLOCK
STUART RUSSELL BROOKS
ROBERT BROWNLEE GOOD
GRAHAM WILLIAM NELSON
PETER A FRANZ
SCHUYLER B DOMBROSKE
ALLISON ANNE MAJOR
MICHAEL JOSEPH HENNESSY
Bryan Gifford McCormick
WILLIAM GIFFORD MCCORMICK
RICHARD JAMES PRESKY
IRIS LEE BUCZKOWSKI
MAXWELL MOORE
Paige Nashton
MICHELLE LEE SHAUGER
SHAWN E WILLIAMS
STEVEN EUGENE JARVIS
Gregory Allen Mattacola
Benjamin D Petell
Alexander Gere
JOHN GEORGE SLIFKA
JOSEPH DOMINICK MAZZAFERRO
DAVID MARK WATERS
Brianna Morgan Komondor

Within 25 miles of Sherrill, NY, Best Investors lists 71 registered investment advisory firms with 157 offices nearby, managing about $10.6T in combined regulatory AUM across 2,947,727 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 Sherrill

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM