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Best financial advisors in Athens Township, PA

Registered advisers within 25 miles of Athens Township, PA.

Offices
36
Firms
21
Combined AUM
$6.07T
Firm-wide filings, not assets booked only here
Clients
1.06M
1,063,915 clients when Item 5C has a number
Avg / client
$5.71M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
YOUR MONEY MATTERS WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GRADIENT SECURITIES, LLC
EQUITABLE ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
VALICENTI ADVISORY SERVICES INC
VANDERBILT ADVISORY SERVICES
WELLS FARGO CLEARING SERVICES, LLC
MML INVESTORS SERVICES, LLC
TLG ADVISORS, INC.
MORGAN STANLEY
THE MUSTICO FINANCIAL GROUP, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

DAVID JOEL STEARNS
BRITTANIE ELLEN OCKERHAUSEN
SCOTT WAYNE CLARK
MICHAEL ROBERT DINICH
ADAM CALVIN BENNETT
Alexandra Marie Richey
DEREK DUANE GOWAN
BRANDON WALKER
JENNY MARIE PAYNE
Courtney Marie Steckiel
CHRISTOPHER LAMAR ROUPP
Noah Bennett
TARI KIM TROWBRIDGE
Bryan Patrick Gilbert
LOUIS Felicetta Ruize
JOSEPH MICHAEL VALICENTI
JEFFREY SCOTT NAYLOR
Andrew S Cartwright
JOSHUA MICHAEL PALMER
Bradley Joseph Sparbanie
LYNN CHRISTINE WILLIAMS
JILL MARIE BOYCE
ANDREW CLAYTON SMITH
RICHARD DARRIN WHITE
WILLIAM THOMAS REILLY
JAY PATRICK SULLIVAN
HEATHER M WILBUR
LOUIS C TABONE
Andrew Joseph McFarland
Joseph Earl Rhodes
Katie Clark
Jessica Kelly Titus
RUSSELL M BANCROFT
Noah Quintin Hunkele
RICHARD LLOYD GOLDMAN
PETER PAUL MCEVOY
JOHN MATTHEW PRINCIOTTO
MICHAEL WILLIAM MUSTICO
DAMIEN ANDREW MUSTICO
Xavier Raymond Mustico
Elizabeth Grace Mustico
JOSEPH LAWRENCE FERRI

Within 25 miles of Athens Township, PA, Best Investors lists 21 registered investment advisory firms with 36 offices nearby, managing about $6.07T in combined regulatory AUM across 1,063,915 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 Athens Township

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM