Best financial advisors in Waterport, NY

Registered advisers within 25 miles of Waterport, NY.

Offices

37

Firms

18

Combined AUM

$6.10T

Firm-wide filings, not assets booked only here

Clients

1.15M

1,154,221 clients when Item 5C has a number

Avg / client

$5.28M

Combined AUM ÷ clients

Nearby offices

AMERIPRISE FINANCIAL SERVICES, LLC

219 E Main St
Batavia, NY 14020

24.1 miles away

LPL FINANCIAL LLC

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

24.1 miles away

COMMONWEALTH FINANCIAL NETWORK

1 Mill Street Suite 100
Batavia, NY 14020

24.2 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

21 MASSE PL
BATAVIA, NY 14020

24.2 miles away

EAGLE STRATEGIES LLC

6700 LINCOLN AVENUE
LOCKPORT, NY 14094

24.3 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

702 Davison Rd
LOCKPORT, NY 14094-5371

24.3 miles away

INDEPENDENT FINANCIAL PARTNERS

126 Professional Parkway
Lockport, NY 14094

24.4 miles away

MOORS & CABOT, INC.

744 DAVISON ROAD
LOCKPORT, NY 14094

24.4 miles away

EDWARD JONES

26 A DAVISON COURT
LOCKPORT, NY 14094

24.4 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

271 East Ave
Lockpor, NY 14094

24.4 miles away

OSAIC WEALTH, INC.

781 Davison Road
LOCKPORT, NY 14094

24.5 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

247 East Ave
Lockport, NY 14094

24.5 miles away

EQUITABLE ADVISORS, LLC

43 JACKSON STREET SUITE #5
BATAVIA, NY 14020

24.8 miles away

LPL FINANCIAL LLC

55 EAST AVENUE
LOCKPORT, NY 14094

24.9 miles away

LPL FINANCIAL LLC

117 S UNION ST SUITE 1
SPENCERPORT, NY 14559

24.9 miles away

EQUITABLE ADVISORS, LLC

1 EAST AVENUE
LOCKPORT, NY 14094

STATE FARM INVESTMENT MANAGEMENT CORP.

409 S Union St
Spencerport, NY 14559-1975

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

COMMONWEALTH FINANCIAL NETWORK

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EAGLE STRATEGIES LLC

INDEPENDENT FINANCIAL PARTNERS

MOORS & CABOT, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

OSAIC WEALTH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

EQUITABLE ADVISORS, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

MARK EARL WOODWARD

Holden Thomas Borrelli

JUDY ANN THOMPSON

MICHAEL CHRISTOPHER RESTIVO

STEPHEN T. HICKS

CALVIN JOHN KLEMMER

Michael JOHN Grammatico

MICHAEL ANDREW ANDERSON

Emily LOUISE Marling

CHRISTOPHER CHARLES WHITE

Steven Paul Tufts

DANIEL PAUL STOLL

TIMOTHY ARTHUR RIEMER

JANET KAY SLACK

MARK ANDREW BURR

ERIK ALLEN O'KEEFE

JOSHUA LOUIS DENT

CHRISTOPHER HAICK

PHILIP EUGENE RUSSELL

DIANA LUCIA SPARKS MICKEY

SIMON ERIC JOHN DEVENISH

GERALD M CALABRESE

Dominic Jon Agostini

Within 25 miles of Waterport, NY, Best Investors lists 18 registered investment advisory firms with 37 offices nearby, managing about $6.10T in combined regulatory AUM across 1,154,221 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 Waterport

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM