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Best financial advisors in Becks, PA

Registered advisers within 25 miles of Becks, PA.

Offices
63
Firms
29
Combined AUM
$5.17T
Firm-wide filings, not assets booked only here
Clients
685K
685,371 clients when Item 5C has a number
Avg / client
$7.54M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
OPPENHEIMER & CO. INC.
EDWARD JONES
WEALTH MANAGEMENT ASSOCIATES, INC.
PRIVATE ADVISOR GROUP, LLC
STONEX ADVISORS INC.
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

JAMES FRANCIS ATEN
JON TIMOTHY CRONRATH
HAROLD HINNERSCHIETZ
JAMES E MARCONIS
MICHAEL CHRISTOPHER DICKSTEIN
MICHAEL GARFIELD TOBASH
Ryan Boyer
ROBERT J KLINGER
JEREMIAH MICHAEL SENSENIG
KIM ELIZABETH CHAPPELL-HAUPT
Pamela Guers Palko
Melissa Valentine
DAVID CHARLES LAUDEMAN
WILLIAM GEORGE HECKMAN
SUZANNE ANNETTE LAKE
CHRISTOPHER C KOKINDA
Francesco Natale Mercuri
E LORI SMITH
Allen R Fidler
TYLER ROBERT SMITH
John Wesley Conrad Robinson
MICHAEL DAVID WOYTOWICH
JAMES KIRK WISLOSKI
BRIAN CHRISTOPHER SHEDLESKI
NICHOLAS ANTHONY GRIFFITHS
RONALD R ROEBUCK
PAUL BRIAN FOSTER
David C. Doll

Within 25 miles of Becks, PA, Best Investors lists 29 registered investment advisory firms with 63 offices nearby, managing about $5.17T in combined regulatory AUM across 685,371 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 Becks

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM