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Best financial advisors in Ashfield, PA

Registered advisers within 25 miles of Ashfield, PA.

Offices
285
Firms
103
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,679,559 clients when Item 5C has a number
Avg / client
$4.99M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
HORNOR, TOWNSEND & KENT, LLC
CETERA INVESTMENT ADVISERS LLC
STONEX ADVISORS INC.
INVESTORS' CHOICE ADVISORY SERVICES, LLC
ONEASCENT FINANCIAL SERVICES LLC
NEWEDGE ADVISORS
ENGLEBERT FINANCIAL ADVISERS, LLC
IAMS WEALTH MANAGEMENT, LLC

Investors

Benn J Smith
TIMOTHY WILLIAMS
Brenda Edmonds
MARK JOSEPH OTERI
GARY ALLEN FREY
JOSEPH ALLEN FREY
Alex Gerald Haggerty
Daryl Tighe Brown
BRIAN PAUL KEICH
LINWOOD LAMAR GEHRIS
THOMAS CHARLES HOCK
MICHAEL ROBERT DAVIS
Tiffany Laura Volpe
LEO ALFRED FURLONG
LAURENCE DAVID LANCASTER
ERIC SCOTT DORMAN
JOSEPH SCOTT HUDOCK
SEAN GREGORY LINDER
RYAN THOMAS WUKITSCH
JAMIE LYN ENGLEBERT
Andrew Gordon Gaines
CHRISTOPHER PAUL ENGLEBERT
Stephanie Eileen Miller
Daniel Kochsmeier
RUSSELL THOMAS STELLFOX
Matthew Thomas Edmonds

Within 25 miles of Ashfield, PA, Best Investors lists 103 registered investment advisory firms with 285 offices nearby, managing about $13.4T in combined regulatory AUM across 2,679,559 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 Ashfield

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM