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Best financial advisors in Belfast, PA

Registered advisers within 25 miles of Belfast, PA.

Offices
37
Firms
12
Combined AUM
$2.92T
Firm-wide filings, not assets booked only here
Clients
1.24M
1,244,756 clients when Item 5C has a number
Avg / client
$2.35M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
MADISON AVENUE SECURITIES, LLC

Investors

Christopher Michael Corcoran
BENJAMIN TODD ALEXANDER
Corrine Michele Hostler
Alan James Dore
JACQUELIN IRENE BRUMBAUGH
Keri Renee Stains
JOHN L SCHRIEVER
BENJAMIN ESBENSHADE LEFEVER
Jacob Robert Oakman Barling
JARRED TODD KNOTT
Ray Harrison Frazer
ANTHONY JOSEPH DESTEFANO
LESA FEUILLET HAAS
TONYA NORTHCRAFT
Steven Dull
Jeffrey L Gable
Jason Wayne Marshall
Patricia Ann Starliper
CHRISTOPHER MICHAEL KASECAMP
DANIEL JOHN STEVENS
THOMAS ANTHONY CLOSE
Bradley James Close
Garrett Michael Murray
Leigh Taylor Shank
JOHN MICHAEL HOSE
Christopher Smith

Within 25 miles of Belfast, PA, Best Investors lists 12 registered investment advisory firms with 37 offices nearby, managing about $2.92T in combined regulatory AUM across 1,244,756 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 Belfast

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM