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Best financial advisors in Aultman, PA

Registered advisers within 25 miles of Aultman, PA.

Offices
120
Firms
50
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
1.39M
1,385,721 clients when Item 5C has a number
Avg / client
$7.69M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
TRUSTMONT ADVISORY GROUP, INC.
PRIVATE ADVISOR GROUP, LLC
EDWARD JONES
LPL FINANCIAL LLC
MUTUAL ADVISORS, LLC
MACDOUGALL FINANCIAL COUNSELING

Investors

DAVID WILLIAM SMITH
MARYJO RIDDLE
NELSON LEWIS PERSON
RYAN EDWARD ROBERTSON
Kelly Emma Perney
DONALD ALAN MCDADE
RONALD ROMEO
SCOTT ANDREW LAUER
DAVID JOHN ESTATICO
Curtis Colaianne
FRANK ANTHONY AMATO
ROBERT ALLEN DICOLA
NANCY E. BENNETT
SARAH K CRISPIN-THOMAS
ANGELA CATHERINE WEBER MOFFAT
MARK LUCHESA
Troy Angelo Schall
Stephen James Warcholak
Jared Gerger
ANTHONY EDWARD SLEZAK
WILLIAM JASON URBANIK
JESSICA MARIE GEARY
REBECCA L HAUGH
DANIEL R DUNLAP
ETHAN L GREEK
RONALD VICTOR PANICHELLE
CHRISTOPHER THOMAS PAKOS
Darren Patrick Smith
Tyler Christian Pakos
JUSTIN ROGER SIMMERS
ALLAN MACDOUGALL
Elizabeth Laughlin MacDougall
KURTIS JAMES SAVAGE
JEFFREY CHARLES OLENYCH
TYLER ORION RUBY
COURTNEY MARIE CALLAS
JOHN ALEXANDER CALLAS

Within 25 miles of Aultman, PA, Best Investors lists 50 registered investment advisory firms with 120 offices nearby, managing about $10.7T in combined regulatory AUM across 1,385,721 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 Aultman

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM