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Best financial advisors in Beecherstown, PA

Registered advisers within 25 miles of Beecherstown, PA.

Offices
132
Firms
45
Combined AUM
$9.44T
Firm-wide filings, not assets booked only here
Clients
1.26M
1,260,790 clients when Item 5C has a number
Avg / client
$7.49M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LIFEMARK SECURITIES CORP.
FINANCIAL ADVISORY SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
GLOBAL BROKERAGE SERVICES, INC.
PNC WEALTH MANAGEMENT LLC
OSAIC ADVISORY SERVICES, LLC
FINANCIAL CONSULATE
THRIVENT ADVISOR NETWORK, LLC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Investors

Daniel Ramos
SARAH ELIZABETH BRECHBUEHL
NATHAN ADAM HOCKLEY
RYAN ANDREW FOX
J Scott HILL
Roger William Tabler
MIKHAIL ABUZOV
DAVID KENNETH HEIGES
Aaron Smith
Erik Jeffrey Hendricks
RICHARD DAVID ALEXANDER
KIRK BYRON COWDEN
Frank Carl Pizzuto
Gabriel Dwayne King
Brandon James Smith
JOSEPH GAGLIARDI JR
Charlene Bridger
Garrett Rohrbaugh
KELLY Layton KAMPSTRA
JAMES VANCE KAMPSTRA
Connor Matthew Smith
Robert Comer Boehner
Leo Anthony Lavezza
JAMES ANDREW DUNLOP
Holly Rosensteel
PHYLLIS ANN NYE
ROBERT JUDE RUSSOLI
JARRED TODD KNOTT
Jacob Robert Oakman Barling
William James Graham
GREGORY DONALD OCKER
Michael Joseph Eicher
WILLIAM DAVID LAPE

Within 25 miles of Beecherstown, PA, Best Investors lists 45 registered investment advisory firms with 132 offices nearby, managing about $9.44T in combined regulatory AUM across 1,260,790 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 Beecherstown

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM