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Best financial advisors in Allison, PA

Registered advisers within 25 miles of Allison, PA.

Offices
139
Firms
56
Combined AUM
$5.28T
Firm-wide filings, not assets booked only here
Clients
1.28M
1,277,813 clients when Item 5C has a number
Avg / client
$4.13M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
UNITED BROKERAGE SERVICES, INC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
JANNEY MONTGOMERY SCOTT LLC
PNC WEALTH MANAGEMENT LLC
CITIZENS SECURITIES, INC.
LPL FINANCIAL LLC
BOATMAN WEALTH MANAGEMENT, LLC
AMERITAS ADVISORY SERVICES, LLC

Investors

James Alan Gwyer
Michael Kanalis
Daniel Lee Sickelsmith
TODD EDWARD LOYAL
TIFFANY R. GUITTAP
LAUREN ELIZABETH YOHMAN
Derek A Murray
MARK ANDREW KOVACS
MELODY ANN COLE
LAURA JEAN WILLIAMS
John F Coleman
JEFFREY DANIEL COSTELNOCK
LISA MICHELLE RITSKO
TIMOTHY R BROWN
CHRISTOPHER JOSEPH FILICKY
Michael Stephen Tetteris
Angela R Danko
Kristin Bernard
MELISSA JEANINE HERRON
GEREMY LEE HOOVER
NATHAN JAMES FERGUSON
DANIEL ODONNELL
Chad Michael Novotney
WILLIAM H HECKLICK
LISA HEGYES
TIMOTHY JOSEPH SEPSI
EDWARD DANTE CAPUZZI
Cameron David Miller
RANDAL CHARLES FIELDS
JUSTIN ANTHONY REVAK
HEIDI GUM
GARY WILLIAM BOATMAN
ANGELO EUGENE CILIA
CARLY J JENKINS
BRYAN DOUGLAS BOUGHER

Within 25 miles of Allison, PA, Best Investors lists 56 registered investment advisory firms with 139 offices nearby, managing about $5.28T in combined regulatory AUM across 1,277,813 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 Allison

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM