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Best financial advisors in Williamsville, NY

Registered advisers within 25 miles of Williamsville, NY.

Offices
465
Firms
133
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,080,359 clients when Item 5C has a number
Avg / client
$3.94M
Combined AUM ÷ clients

Nearby offices

Firms

FLORIAN FINANCIAL GROUP LLC
PRINCIPAL SECURITIES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
DOPKINS WEALTH MANAGEMENT, LLC
BENTHAM WEALTH ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RUSSELL J. D'ALBA
TIMOTHY C. MINNECI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CITIZENS SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
EQUITABLE ADVISORS, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
OGOREK WEALTH MANAGEMENT, LLC
SNOWDEN CAPITAL ADVISORS LLC

Investors

ROBERT MICHAEL FLORIAN
JEFFREY MICHAEL MAY
MATTHEW LAWRENCE SLOVICK
MARK J SCHNOBRICH
ROBERT ALLEN CANTERBURY
CRAIG RAYMOND CIRBUS
THOMAS RAYMOND EMMERLING
Treg Alexander Lewis
Aidan Alexander Hart
CHAD ROBERT OCONNELL
Kevin Monheim
STEVEN DONALD WITTER
GEORGE PETER HARRIS
MARY SIPES ZAMBONI
THOMAS CANNAVO
RUSSELL J D'ALBA
TIMOTHY CHARLES MINNECI
Robert James Ellis
Darren Christopher Butler
Peter Michael Bushman
Thomas Michael Fino
Kevin D. Dorr
MELISSA ANNE D'AGOSTINO
SCOTT A JUSIAK
MICHAEL TODD PETERS
NICHOLAS S. KELLY
RYAN MICHAEL HANRETTY
JACK REICH
AUSTIN V KELLY
RYAN GEARY
Casey Louis Nuchereno
TYLER UTZ
GREGORY PAUL SMITH
ZACHARY MORRISON
BRYAN PLUNKETT
LISA YUHNKE
Tony Watson
Anthony DiPasquale
Reece William Bates
Devin Bailey Filippi
Andrew Gradolph
Michael Angelo Durant
Sarah J Cirillo
Timothy David Stone
Dominick Frustaci
Jacob Corey Hartwell
Liam Johnathan Bell
Sweta S Rao
ROSEMARIE RATH
RICHARD JAMES SCHIEB
LINDA GRACE BANKS
DONALD A. HALICKI
SHANE ERIK MCCORMICK
JOAN SCHALK FISHER
MARK A KING
CRAIG R RYAN
MICHAEL C KIELBASA
MICHAEL JEFFREY REA
JOSEPH M LANE
ADAM D BRUNNER
RYAN THOMAS GILL
DIANE LEE FINN
RYAN DAVID TIMMONS
JAMES MATTHEW KEDDIE
TIMOTHY N NAFFKY
SONDRA M PAYNE
STEVEN A GLAMUZINA
KYLE J LUCEY
ROBERT JAMES MATUSZAK
GERALD OGILVIE
LAUREN ELIZABETH MONTANTE
LAWRENCE MENTKOWSKI
JACOB ERENSTOFT
JONATHAN MANN
MATTHEW ESCOBAR
MICHAEL COFFARO
Joseph Berst
William Hewitt Hager
Jordan Buell
Jason Bridge
Matthew Kenneth Boss
Colin Michael Lucey
LUKE ALEXANDER TOPOLSKI
LOUIE C SARDO
Ryan James Matthews
NICHOLAS WOJNAR
Morgan Tanski
Adam Ryan Fabozzi
Ryan William Sheridan
Maxwell Perry Blitz
PHILLIP HAYDUK
Nicholas Anthony Pearl
Trey Stayton
Sean Christopher MacDonald
Nathan M Guldin
James Louis Nazzaro
David Bartlett Hettrick
Jacob Robert Kubala
GABRIEL JOSEPH JEWULA
Jack David Buncy
Massimo S Cimato
Chalise Krentz
Dylan Patrick Schall
Aaron Daniel Stein
William Carroll Jones
Jillian Leigh Donovan
William Todd Scherrer
Braeden Storm Krzesinski
Luke Genewick
Rene Margaret Baia
LOUIS JAMES NUCHERENO
DANIEL ALBERT MCAULIFFE
PATRICK JOHN DENISCO
STEVEN PAUL FRETTHOLD
ERIC DAVID MCKENRICK
KEVIN R CAFFERY
CODY ANDREW WILLIAMS
JOHN ROBERT MACDONALD
ALEXANDER S BIANCO
MICHAEL PATRICK KNAVEL
ERIN M SCHIEB
MATTHEW JOSEPH DINIRO
ADAM M GLASER
Danielle Marie Rosier
Ryan Whalen
Erin Elizabeth Harrington
Julian Wong
Jordan Anthony de Perio
Justin Andrew Reich
JOHN DAVID HARTMAN
WILLIAM ROBERT LUNNEY
ROBERT GEORGE TIGHE
NICHOLAS A AGUGLIA
James Joseph Mosko
Jarod Michael Bucki
Joseph Kenneth Mangiacapra
Andrew Pokriki
Anup Das
Julian Carnevale
Justin Egan
Randolph L Oaks
Charles Harmon
Adam Michael Burke
MARY N KUEHN
PAUL MICHAEL EBERZ
ANDREW RICHARD HAHN
JEFFREY HAROLD VIKSJO
ANTHONY JOSEPH OGOREK
MICHAEL JAMES KREUZER
Michael FRANCIS Schmatz
MICHAEL GEORGE EVERETH
NATHAN WILLIAM IBARRA
STEVEN T BARBER
WILLIAM KEITH MARKEL

Within 25 miles of Williamsville, NY, Best Investors lists 133 registered investment advisory firms with 465 offices nearby, managing about $12.1T in combined regulatory AUM across 3,080,359 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 Williamsville

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM