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Best financial advisors in Beaver Lake, PA

Registered advisers within 25 miles of Beaver Lake, PA.

Offices
31
Firms
17
Combined AUM
$4.40T
Firm-wide filings, not assets booked only here
Clients
604K
604,080 clients when Item 5C has a number
Avg / client
$7.28M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUSTMONT ADVISORY GROUP, INC.
OSAIC INSTITUTIONS, INC.
MERIT FINANCIAL ADVISORS
CETERA INVESTMENT ADVISERS LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

DEREK ALAN BATZ
GREGORY JASON BELL
JOHN MICHAEL MACHAK
LAUREN H MCDONALD
JASON MATTHEW DUGAN
Derek Scott Snyder
CHASE GREGORY SNYDER
Andrew Robert Newcomb
Keely Swartwood
RICHARD CLAIR MEGARGELL
DEAN ROLAND SHOWERS
Tammy L Rupert
CHRISTINE MARIE SLEBODA
Sherri Lyn Huber
Steven D Bair
MICHAEL V MAURO
WILLIAM JOSEPH MAURO
Austin Tyler Kissinger
Keeyan Ryley Zimmerman
LYNN CHARLES APPELMAN
ALISSA LYNNE CONKLIN
Zachery R Eddinger
Delaney Jane Jean
DARLA D WISE
JOSEPH JAMES FAUX
MATTHEW EARL BEAGLE
AUSTIN MILLAR
CHARLES H FRAZIER
Matthew Harry Cardillo
KORY R. DATRES
JACOB JOHN SEKEL
Jack Howell
PAUL MICHAEL MACCRORY
CHRISTOPHER RAYE HOWELL
BRETT WESLEY GOOD

Within 25 miles of Beaver Lake, PA, Best Investors lists 17 registered investment advisory firms with 31 offices nearby, managing about $4.40T in combined regulatory AUM across 604,080 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 Beaver 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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM