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Best financial advisors in Bear Lake, PA

Registered advisers within 25 miles of Bear Lake, PA.

Offices
35
Firms
27
Combined AUM
$4.96T
Firm-wide filings, not assets booked only here
Clients
603K
602,677 clients when Item 5C has a number
Avg / client
$8.23M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
LINCOLN INVESTMENT
EDWARD JONES
KEY INVESTMENT SERVICES LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
PARK AVENUE SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
UBS FINANCIAL SERVICES INC.
OSAIC WEALTH, INC.
CHELSEA ADVISORY SERVICES, INC
NEWEDGE ADVISORS
M.B. ENGDAHL & CO.

Investors

Gary Mark Barnes
David M Garres
ROGER A BURLINGAME
CHADWICK J MURRAY
LOUIS ANTHONY DEPPAS
THOMAS JOHN POPE
NATHAN M SLATE
Devin James Cruea
Noah Daniel Larson
David William Meekins
Kathryn Marie Colvin
LORI JO FISCHER
Timur Johnson Tyra
Cheryl Ann Himmel
NICHOLAS S LUDWA
MICHAEL CLARK PASCARELLA
Frank Martin Shultz
David Joseph Allen
MATTHEW MORSE
ERIC M HARVEY
Andrew Robert Nelson
MARK R NELSON
SAMUEL Alan FITCH
JUSTIN JAMES BOHALL
ALYSON JANE MAHER
Joseph Strotman
HANS PETER AUER
LORRI P MABEE
Tonie Lee LEE D'Angelo
Kristie Jo Monaco Peppy
TIMOTHY WAYNE EDBORG
TODD ALAN HNATYSZYN
Alexander Thomas Grace
ROBERT ALAN LIND
DANIEL RAY OVERCASH
JOSEPH ANTHONY CERRIE
DANIEL KEITH HOCKING
Jodi L Fellows

Within 25 miles of Bear Lake, PA, Best Investors lists 27 registered investment advisory firms with 35 offices nearby, managing about $4.96T in combined regulatory AUM across 602,677 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 Bear Lake

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM