Cetera Investment Advisers
42yrs
Top advisor by experience in Batavia
Financial advisors in Batavia, NY
Looking for a financial advisor in Batavia, NY? We list 28 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
28Advisors with offices here
16Median years of experience
89%Fiduciary advisors?
10Firms represented
Largest firms here: Merrill Lynch, Pierce, Fenner & Smith Incorporated (9), LPL Financial LLC (5), Ameriprise Financial Services, LLC (4).
Nearby: Elba, Oakfield, Corfu, Attica, Akron, Albion, Warsaw, Medina.
Merrill Lynch, Pierce, Fenner & Smith
39yrs
Top 5% by experience in New York
Merrill Lynch, Pierce, Fenner & Smith
39yrs
Top 5% by experience at Merrill Lynch, Pierce, Fenner & Smith
Merrill Lynch, Pierce, Fenner & Smith
34yrs
Top 10% by experience at Merrill Lynch, Pierce, Fenner & Smith
Ameriprise Financial Services
32yrs
Top 13% by experience nationwide
LPL Financial
31yrs
Top 14% by experience nationwide
Merrill Lynch, Pierce, Fenner & Smith
31yrs
Top 14% by experience at Merrill Lynch, Pierce, Fenner & Smith
LPL Financial
30yrs
Top 16% by experience nationwide
Merrill Lynch, Pierce, Fenner & Smith
28yrs
Top 19% by experience at Merrill Lynch, Pierce, Fenner & Smith
Equitable Advisors
26yrs
Top 20% by experience at Equitable Advisors
LPL Financial
25yrs
More experience than 72% of advisors nationwide
Philip A. Bleier, CPA
23yrs
More experience than 68% of advisors in New York
Ameriprise Financial Services
17yrs
More experience than 55% of advisors in New York
Commonwealth Financial Network
16yrs
More experience than 53% of advisors in New York
Edward Jones
15yrs
More experience than 66% of advisors at Edward Jones
LPL Financial
13yrs
13 years in the industry
Merrill Lynch, Pierce, Fenner & Smith
13yrs
13 years in the industry
LPL Enterprise
11yrs
11 years in the industry
Merrill Lynch, Pierce, Fenner & Smith
10yrs
10 years in the industry
Principal Securities
9yrs
9 years in the industry
Merrill Lynch, Pierce, Fenner & Smith
9yrs
9 years in the industry
LPL Enterprise
8yrs
8 years in the industry
Edward Jones
7yrs
7 years in the industry
Ameriprise Financial Services
4yrs
4 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.