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Best financial advisors in Springwater, NY

Registered advisers within 25 miles of Springwater, NY.

Offices
50
Firms
28
Combined AUM
$3.33T
Firm-wide filings, not assets booked only here
Clients
822K
822,158 clients when Item 5C has a number
Avg / client
$4.05M
Combined AUM ÷ clients

Nearby offices

Firms

ALLWORTH FINANCIAL, L.P.
LPL FINANCIAL LLC
HYJC CAPITAL OF WNY
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
EDWARD JONES
HONEOYE FALLS CAPITAL LLC
GILBERT FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
VANDERBILT ADVISORY SERVICES
PFS INVESTMENTS INC.
CL WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.

Investors

TERRY JAY MUCHLER
LAUREN ANNE HEIMAN
Joseph Fox
JOHN EDWARD HAUGH
CHRISTOPHER PAUL YUSKIW
COLLIN JAMES HAWES
Pamela Jean Rudolph
SHAWN MICHAEL BENEDICT
Paul Calvin Deagle
LEA M BANCROFT
CAROLYN ANN PHILLIPS
Leann Hill
John Owen Price
AUSTIN JAMES GILBERT
CHRISTOPHER ADAM RAINES
ALLEN COHEN
TIM DEAN VANGORDER
JACOB D CARRIER
BRADLEY JOHN DONNER
Brent James Ascroft
Keegan R. Ryan
William A. Fiorica
Ryan Schwedfeger
Jered Maloney
WADE ANDREW SARKIS
NATHAN EVERETT VAN BORTEL
GARY LYLE EVERTS
JAMES WILLIAM SCOTT

Within 25 miles of Springwater, NY, Best Investors lists 28 registered investment advisory firms with 50 offices nearby, managing about $3.33T in combined regulatory AUM across 822,158 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 Springwater

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM