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Best financial advisors in Allenport, PA

Registered advisers within 25 miles of Allenport, PA.

Offices
361
Firms
119
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
2.84M
2,838,716 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PNC WEALTH MANAGEMENT LLC
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
BOATMAN WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
THE HUNTINGTON INVESTMENT COMPANY
UNITED BROKERAGE SERVICES, INC

Investors

James Alan Gwyer
Michael Kanalis
DANIEL ODONNELL
LISA HEGYES
Chad Michael Novotney
WILLIAM H HECKLICK
GARY WILLIAM BOATMAN
CARLY J JENKINS
HAYDEN MCCALL PASCOE
Mason Charles Pascoe
LUKAS Richard GOEHRING
MICHAEL JON BUDINSKY
JOSHUA EDWARD MEYER
Daniel Lee Sickelsmith
KEVIN RICHARD ROSE
RICHARD ROBERT ROSE
NATHAN JAMES FERGUSON
BRYAN DOUGLAS BOUGHER
Richard Matthews
TODD EDWARD LOYAL
TIFFANY R. GUITTAP
LAUREN ELIZABETH YOHMAN
Derek A Murray

Within 25 miles of Allenport, PA, Best Investors lists 119 registered investment advisory firms with 361 offices nearby, managing about $14.1T in combined regulatory AUM across 2,838,716 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 Allenport

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM