Best Investors Account Sign in

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

KEY INVESTMENT SERVICES LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
THE HUNTINGTON INVESTMENT COMPANY
PARK AVENUE SECURITIES LLC
HORNOR, TOWNSEND & KENT, LLC
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
VALLEY BROOK CAPITAL GROUP
TRUIST ADVISORY SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

JOSEPH PAUL PRICE
ROBYN LEWIS
Emma Nicole Russell
RACHEL M. WOOD
Erin Leanne Iannone
Tressa R Wood
Krysta Lynn Cornelison
JOSEPH DANIEL MALEGO
Johnathan Justin Flowers
Richard Matthews
ZEBULON A LEWIS
JACE MCKEAN KYLE
JOHN GERARD BONASSO
EDWARD ROBERT CEHELSKY
PATRICK EDWARD AARON
RICKEY Del THOMAS
CURTIS BRENT WILMOTH
PETER MICHAEL TUMBAS
RAYMOND PETER PRENDERGAST
NICOLAS JEREMIAH HEYWOOD
COLLEEN RENEE KNIGHT
BRETT ALLAN FOWLER
Jessica Michelle Hood
Kurt Adam Skasik
Benjamin Louis Martik
ROBERT MICHAEL PULIT
JAYME ALAN RUSSO
GREGORY JON MARTIK
Angela Jean Holdsworth
DOUGLAS SCOTT DAVIS
PATRICIA LYNN WATSON
MICHAEL ANGELO OLIVERIO

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