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Best financial advisors in Steamburg, NY

Registered advisers within 25 miles of Steamburg, NY.

Offices
53
Firms
35
Combined AUM
$7.84T
Firm-wide filings, not assets booked only here
Clients
1.21M
1,212,955 clients when Item 5C has a number
Avg / client
$6.46M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
HIGH STREET CAPITAL, LLC
KEY INVESTMENT SERVICES LLC
CHELSEA ADVISORY SERVICES, INC
NEWEDGE ADVISORS
OSAIC WEALTH, INC.
NWF ADVISORY SERVICES INC
UBS FINANCIAL SERVICES INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PARK AVENUE SECURITIES LLC
CWM, LLC
M.B. ENGDAHL & CO.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
COMMONWEALTH FINANCIAL NETWORK

Investors

Joseph Patrick Colosimo
TONI LYNNE PAUP
Joseph Neff
Kyle Kirk
Zachary Steven Woodel
Nathan C Higbie
Donna Marie Hollenbeck
Courtney Clarke
LINDA KAY MALEY
Sarah Elizabeth Boser
Joseph Strotman
Jodi L Fellows
DANIEL RAY OVERCASH
JOSEPH ANTHONY CERRIE
DANIEL KEITH HOCKING
ROBERT ALAN LIND
Noah Evans Weinstein
DOUGLAS LINDSLEY SCHUTTE
HANS PETER AUER
LORRI P MABEE
Tonie Lee LEE D'Angelo
Kristie Jo Monaco Peppy
TIMOTHY WAYNE EDBORG
TODD ALAN HNATYSZYN
Alexander Thomas Grace
JARED MICHAEL SKEMP
JUSTIN JAMES BOHALL
ALYSON JANE MAHER
David Joseph Allen
MATTHEW MORSE
ERIC M HARVEY
Andrew Robert Nelson
MARK R NELSON
SAMUEL Alan FITCH
Erinn Lynn Sveda
Lori Jo Daff-Siggins
MICHAEL CLARK PASCARELLA
Frank Martin Shultz

Within 25 miles of Steamburg, NY, Best Investors lists 35 registered investment advisory firms with 53 offices nearby, managing about $7.84T in combined regulatory AUM across 1,212,955 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 Steamburg

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM