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Best financial advisors in Altoona, PA

Registered advisers within 25 miles of Altoona, PA.

Offices
74
Firms
30
Combined AUM
$4.92T
Firm-wide filings, not assets booked only here
Clients
795K
794,736 clients when Item 5C has a number
Avg / client
$6.19M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
LUCHINI FINANCIAL LLC
PFS INVESTMENTS INC.
ONESEVEN
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
VENN WEALTH & BENEFIT SERVICES, LLC
KOOMAN & ASSOCIATES

Investors

WALTER J SEDLOCK
CRAIG M KILMER
ROBERT ELWOOD DONLAN
ROY GERARD CASPER
RICHARD R. LUCHINI
THERESA M RILEY
KEITH RICHARD BECKER
BRIAN MORROW KELLY
STEPHEN PAUL SHAFFER
GEORGE FRANK DELBAGGIO
ANDREW JOSEPH BOYD
MICHAEL JOSEPH ECKENRODE
KIRK JAMES BASER
John Francis Fiore
Timothy Gordon Melbinger
JOHN EDWARD FLEMING
MICHAEL BRIAN IRWIN
ERIC ROBERT IRWIN
BRIAN DAVID HALL
JOSEPH VINCENT ZERBEE
JOHN JOSEPH ZERBEE
CLIFFORD ROBERT CASHMAN
DAVID ROBERT NEUMANN
BUDDY A FULTON
JAMES ANDREW ISOLA
PAIGE MESHELE MCCREARY
JAMES EDWARD ELLIS
REBECCA A STEVENS
AMY BETH SELTZER
Michael Robert Harris
Dana M Harris
MICHAEL EDWARD SCHULTZ
ROBERT JOHN KNOX
CHRISTIAN EDWARD HALAS
George John Biesinger
CHRISTOPHER MICHAEL DAVIS
AMY LYNN DELAUTER
Justin Richard Best
STACY MARIE ANDERSON
KYLE W MOERSCHBACHER
Robert Statzell Krimmel
JEFFREY NICHOLAS STARKEY
KATHRYN KOOMAN STARKEY
Jackson Darius Boyer

Within 25 miles of Altoona, PA, Best Investors lists 30 registered investment advisory firms with 74 offices nearby, managing about $4.92T in combined regulatory AUM across 794,736 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 Altoona

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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