Best financial advisors in Stafford, NY

Registered advisers within 25 miles of Stafford, NY.

Offices

102

Firms

34

Combined AUM

$5.82T

Firm-wide filings, not assets booked only here

Clients

1.20M

1,204,812 clients when Item 5C has a number

Avg / client

$4.83M

Combined AUM ÷ clients

Nearby offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

21 MASSE PL
BATAVIA, NY 14020

EQUITABLE ADVISORS, LLC

43 JACKSON STREET SUITE #5
BATAVIA, NY 14020

AMERIPRISE FINANCIAL SERVICES, LLC

219 E Main St
Batavia, NY 14020

LPL FINANCIAL LLC

216 E MAIN ST STE 2
BATAVIA, NY 14020-2221

AMERIPRISE FINANCIAL SERVICES, LLC

113 MAIN ST
BATAVIA, NY 14020

EDWARD JONES

7 JACKSON ST
BATAVIA, NY 14020

LPL FINANCIAL LLC

55 MAIN STREET
BATAVIA, NY 14020-2199

LPL ENTERPRISE, LLC

1 COURT STREET PLAZA
BATAVIA, NY 14020

COMMONWEALTH FINANCIAL NETWORK

1 Mill Street Suite 100
Batavia, NY 14020

PRINCIPAL SECURITIES, INC.

401 W Main St
Batavia, NY 14020

LPL FINANCIAL LLC

4214 VETERANS MEMORIAL DRIVE
BATAVIA, NY 14020

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

11157 Alexander Rd
Attica, NY 14011

12.6 miles away

LPL FINANCIAL LLC

121 NORTH MAIN STREET
OAKFIELD, NY 14125

12.6 miles away

LPL FINANCIAL LLC

2319 STATE RT 19 N
WARSAW, NY 14569

14.6 miles away

PRINCIPAL SECURITIES, INC.

2330 N MAIN ST
WARSAW, NY 14569

14.7 miles away

J.P. MORGAN SECURITIES LLC

1 ROCHESTER STREET
SCOTTSVILLE, NY 14546

16.3 miles away

EDWARD JONES

4370 Buffalo Road
North Chili, NY 14514

16.6 miles away

EDWARD JONES

87 GENESEE ST
AVON, NY 14414

16.6 miles away

LPL FINANCIAL LLC

6670 FOURTH SECTION RD
BROCKPORT, NY 14420-2448

16.7 miles away

EDWARD JONES

4756 Lake Road
Brockport, NY 14420

16.8 miles away

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EQUITABLE ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

LPL ENTERPRISE, LLC

COMMONWEALTH FINANCIAL NETWORK

PRINCIPAL SECURITIES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

J.P. MORGAN SECURITIES LLC

Investors

CALVIN JOHN KLEMMER

Michael JOHN Grammatico

MICHAEL ANDREW ANDERSON

Emily LOUISE Marling

CHRISTOPHER CHARLES WHITE

Steven Paul Tufts

MARK EARL WOODWARD

Holden Thomas Borrelli

JUDY ANN THOMPSON

ANTHONY VINCENT MANCUSO

Michael Robert Marsh

EDWARD LISOWSKI

Michael Battaglia

SHARI LYNN SALIM

DAVID JOHN ZAUNER

MICHAEL CHRISTOPHER RESTIVO

STEPHEN T. HICKS

SHEVONNE LA'NEY OLMSTEAD

Maxwell Dennis Havens

Michael R Borowiak

KEVIN JOHN ARNDT

Timothy Lee Talbot

DEAN WESLEY WALDRON

MATTHEW DEAN WALDRON

Pamela Jean Rudolph

ROBERT CHRIS BENSHADLE

Michael Paul Rager

Rudy Allan Diedreck

BENJAMIN D GEIST

Jessica Rey Burris

Within 25 miles of Stafford, NY, Best Investors lists 34 registered investment advisory firms with 102 offices nearby, managing about $5.82T in combined regulatory AUM across 1,204,812 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 Stafford

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM