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Best financial advisors in Straits Corners, NY

Registered advisers within 25 miles of Straits Corners, NY.

Offices
68
Firms
29
Combined AUM
$8.45T
Firm-wide filings, not assets booked only here
Clients
1.15M
1,153,974 clients when Item 5C has a number
Avg / client
$7.32M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL ENTERPRISE, LLC
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FAITHWARD ADVISORS, LLC
EAGLE STRATEGIES LLC
WELLS FARGO CLEARING SERVICES, LLC
TRG CAPITAL MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LESKO SECURITIES, INC.
OSAIC WEALTH, INC.

Investors

Kevin Charles Vestel
Ronald C Ciotoli
WILLIAM JEROME REYNOLDS
MICHAEL ANDREW RABIDEAU
JEFFREY PATRICK RICCHIUTI
KEVIN BRADY WITMER
MATTHEW TIMOTHY MEAGHER
FRANK ERHARD KRAMER
JOHN MICHAEL PAULIN
PAUL DAVID BROWN
WALTER BRIAN GIRNIS
FAITH L SIGLER
ANNETTE LOUISE CONNORS
NORMAN CURTIS BUTTON
CYNTHIA MARIE STOGRAN
KEVIN MICHAEL COUGHLIN
CHRISTOPHER MICHAEL CURRY
JOSEPH MICHAEL CHESNA
GRADY KANE COUGHLIN
MARK WILLIAM SAROKA
GEORGE JOHN GERNER
MICHAEL VAN HOUSEN
AMY LYNN SMITH
RICHARD JAMES PICHURA
KAREN MARIE STEBBINS
MARK MEIER
WILLIAM CHARLES HAMPTON
RICHARD J BARBER
STEPHEN WILLIAM SMITH
Nikola Lalovic
Lindsay Spauster
barak symes Steika
Mia Ann Hartung
Jackson Grant Lesko
GREGORY STEPHEN LESKO
ROBERT SCOTT HARTUNG
RYAN BRECK
CHRISTOPHER RYAN JOHNSON
Kurt Matthew Golden
BRUCE MORLEY DEPPOLITI
JOSHUA M GACIOCH
NICOLE C HANNA
Nicholas Robert Gacioch
MATTHEW VLASAK
JAMES HARRY MARSHALL
KEVIN KLINGBEIL
Matthew Feldman
Margaret Christine Cubic McMicken
Matthew Kistner
LOUIS RONALD PANIGROSSO
DEREK John RUSSELL
FREDERICK CHARLES RUSSELL

Within 25 miles of Straits Corners, NY, Best Investors lists 29 registered investment advisory firms with 68 offices nearby, managing about $8.45T in combined regulatory AUM across 1,153,974 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 Straits Corners

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM