Best Investors Account Sign in

Best financial advisors in West Valley, NY

Registered advisers within 25 miles of West Valley, NY.

Offices
51
Firms
29
Combined AUM
$8.50T
Firm-wide filings, not assets booked only here
Clients
1.66M
1,657,912 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
FOCUS PARTNERS WEALTH, LLC
PARK AVENUE SECURITIES LLC
MAIN LINE CAPITAL MANAGEMENT LLC
FINISH LINE WEALTH MANAGEMENT, LLC
CITIZENS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MOLDENHAUER & ASSOCIATES
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
STATE FARM INVESTMENT MANAGEMENT CORP.
CLEAR VIEW WEALTH ADVISORS

Investors

Michael Patrick Donahue
John R Donnelly
Tucker T Hanson
Robert A Lucarelli
Patrick Michael Gardner
BRUCE D HYMAN
NICHOLAS STEPHEN DIRIENZO
DARYL MATTHEW OAR
Richard Joseph Hulburd
Holden Thomas Borrelli
MILENDA SUE KILBY
MARK EARL WOODWARD
SCOTT ROBERT UEBELHOER
CONOR GERARD CASEY
MICHAEL JOHN BRUNO
JEFFREY EDWARD KAMIEN
JENNIFER MARIE LOPEZ
MARK JOSEPH STEVENS
DAVID RAYMOND STROMECKI
BRETT ALAN MOLDENHAUER
Brian Norman
Jeremy Ryan Walter
GREGORY HARRIS KOTECKI
Patrick Bryan O'Connell
John H Ring
Matthew Lee Hayes
JENNIFER ANN BADZINSKI
JONATHAN DOMBROWSKI
RICHARD CHARLES MOLDENHAUER
JAMES ANDREW CUMMINGS
CHRISTEN A BECK
JAMES F WINNERT
DOUGLAS MARTIN DRUZBIK
BRITTANY CHENEY
BRENDA LEE LOCHHEAD
Alexander Brian Zdrowak
JOHN LOUIS LICATA
JAMES FREDERICK JOSEPH
THOMAS G ROBERTSON
LISY PENA
JAMES MICHAEL SANDS
MARIA C Senay
VALERIE L PARILLO
JAMES PRIMIANO

Within 25 miles of West Valley, NY, Best Investors lists 29 registered investment advisory firms with 51 offices nearby, managing about $8.50T in combined regulatory AUM across 1,657,912 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 West Valley

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM