Best Investors Account Sign in

Best financial advisors in Beech Flats, PA

Registered advisers within 25 miles of Beech Flats, PA.

Offices
11
Firms
5
Combined AUM
$1.18T
Firm-wide filings, not assets booked only here
Clients
299K
298,865 clients when Item 5C has a number
Avg / client
$3.96M
Combined AUM ÷ clients

Nearby offices

Firms

J.M. HITE FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK

Investors

JAKOB HITE
MATTHEW G GEER
Ethan C Landis
Robert Davis Williams
Zachary Zane Rentzel
STACEE RAE HARER
MATTHEW KIRK LANDIS
WILLIAM ROSS GOWIN
TYLER ROBERT KREGER
JERAD RYAN ROSENDAHL
TARI KIM TROWBRIDGE
Noah Bennett
CHRISTOPHER LAMAR ROUPP
DEREK ALAN BATZ

Within 25 miles of Beech Flats, PA, Best Investors lists 5 registered investment advisory firms with 11 offices nearby, managing about $1.18T in combined regulatory AUM across 298,865 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 Beech Flats

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 3 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM