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Best financial advisors in South Wales, NY

Registered advisers within 25 miles of South Wales, NY.

Offices
404
Firms
127
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,080,289 clients when Item 5C has a number
Avg / client
$3.93M
Combined AUM ÷ clients

Nearby offices

Firms

FARRELL FINANCIAL
FOCUS PARTNERS WEALTH, LLC
LPL FINANCIAL LLC
EDWARD JONES
OSAIC WEALTH, INC.
WATERFORD ADVISORS, LLC
GENEOS WEALTH MANAGEMENT, INC.
MOLDENHAUER & ASSOCIATES
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL ENTERPRISE, LLC
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SILVER GROVE ADVISORY SERVICES

Investors

NEIL JOSEPH FARRELL
NEIL VINCENT FARRELL
Alexander Brian Zdrowak
DOMINIC RUZZINE
FRANK JOHN ANTONUCCI
EVAN SOTER WARDNER
CHRISTOPHER D URBAN
JONATHAN LEO PETRIE
Kimberly Evelyn Kowalski
Bryan David Carr
ANDREW STUART ADELMAN
KEVIN MICHAEL MOHR
Jacob Aaron Strusa
RAYMOND ANDREW CARTER
ROBERT ELWOOD KLOSS
Kevin C Kluge
JEFFREY ROBERT VANREMMEN
KENT ALAN HILTON
GREGORY HENRY MERKLE
KRISTINE ANN BUCHBAND
JAMES WINFIELD WILLSON
GREGORY LEONARD KOZERSKI
Daniel Byles-Smith
Ryan Michael DiPasquale
CHRISTINA MARIE MICHALCZAK
MICHAEL D HARMER
Samantha Leigh Thomas
Ryan Clayton Smith
YVONNE RENEE SMITH
JAMES WILDER
BRETT ALAN MOLDENHAUER
Brian Norman
Jeremy Ryan Walter
GREGORY HARRIS KOTECKI
Patrick Bryan O'Connell
John H Ring
Matthew Lee Hayes
JENNIFER ANN BADZINSKI
JONATHAN DOMBROWSKI
RICHARD CHARLES MOLDENHAUER
JENNIFER LYNN WARREN
JAMES ANDREW CUMMINGS
CHRISTEN A BECK
JAMES F WINNERT
DOUGLAS MARTIN DRUZBIK
BRITTANY CHENEY
BRENDA LEE LOCHHEAD
CRAIG STEVEN CLARK
Michael James Muffoletto
Robin Lee
NELS CLIFFORD NELSON
JOHN SCOTT BIRKBY
BRYAN SALAS CASTRO
Alex Cash Dorofy
PHILLIP D. TRONOLONE
GREGORY MICHAEL CROLL
Jeremy John Pyszczynski
DANIEL SHAWN BLAKE
Justin M LaRosa
TYLER MARK SACCO
Matthew Ryan Wojcik
Jacob Benjamin Wood
CHAU BAO MINH CASILLAS
Dylan Michael Haak
JAMES PATRICK MURPHY
Andrew David Piatek
MARK JOSEPH DIEBOLD
Thomas Shant Yokum
KATIE WEIBEL
MARK PHILIP PROCKNAL
JULIANNE INCARDONA
ANNETTE J OLDAY
RYAN FICORILLI
JASON JOSEPH WEBER
JOHN JOSEPH MCCAULEY
JASON BERNARD MYERS
Nathan R Severson
RYAN SEUFERT
KYLE LEIKAM
MARK A KIRCHMYER
MARTIN CHARLES LOUGEN
MICHAEL RICHARD BECHT
ANDREW JAMES SWARTWOUT

Within 25 miles of South Wales, NY, Best Investors lists 127 registered investment advisory firms with 404 offices nearby, managing about $12.1T in combined regulatory AUM across 3,080,289 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 South Wales

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM