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Best financial advisors in Almedia, PA

Registered advisers within 25 miles of Almedia, PA.

Offices
60
Firms
29
Combined AUM
$4.80T
Firm-wide filings, not assets booked only here
Clients
632K
631,529 clients when Item 5C has a number
Avg / client
$7.60M
Combined AUM ÷ clients

Nearby offices

Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
TRUSTMONT ADVISORY GROUP, INC.
LINCOLN INVESTMENT
GWN SECURITIES INC.
ALLSTATE FINANCIAL ADVISORS, LLC
EDWARD JONES
PRINCIPAL SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
HORNOR, TOWNSEND & KENT, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Jack Howell
PAUL MICHAEL MACCRORY
CHRISTOPHER RAYE HOWELL
Keeyan Ryley Zimmerman
LYNN CHARLES APPELMAN
ALISSA LYNNE CONKLIN
Ben Oliver Moore
BRENT WESLEY TRAUGH
BETSY L. COSTANZA
James Andrew Makal
Kimberly Irene Heimbach
JAMES ROBERT MCCANN
Bryan Jay Snyder
DAVID GARY SAUL
Alexander Nole
MATTHEW EARL BEAGLE
RICHARD CLAIR MEGARGELL
Jordan Isaiah Little
BRAD M WARHURST
JAMES CLARK DUNN
GORDON CHARLES BITLER
MICHAEL JOHN STRAMARA
ANDREA LYNN EMPIE
CHAD THOMAS JACOBSON
SEAN THOMAS BLACK
JEFFREY HOWARD MCKINNON
Matthew Joseph Defalco
JAMES DUNCAN KISHBAUGH
ERIC JAMES KISHBAUGH
TIMOTHY NOVATNACK
Joseph Michael Novatnack

Within 25 miles of Almedia, PA, Best Investors lists 29 registered investment advisory firms with 60 offices nearby, managing about $4.80T in combined regulatory AUM across 631,529 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 Almedia

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B 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