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Best financial advisors in Belle Valley, PA

Registered advisers within 25 miles of Belle Valley, PA.

Offices
104
Firms
50
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
1.33M
1,333,001 clients when Item 5C has a number
Avg / client
$7.56M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
LINCOLN INVESTMENT
AE WEALTH MANAGEMENT, LLC
LOMBARD ADVISERS INCORPORATED
CETERA INVESTMENT ADVISERS LLC
ONE-UP FINANCIAL
OSAIC WEALTH, INC.
I.M.S. WEALTH MANAGEMENT, LLC
J. W. COLE ADVISORS, INC.
BROOKSTONE CAPITAL MANAGEMENT LLC
MML INVESTORS SERVICES, LLC

Investors

DANIEL B IRVING
Ernest E Cunningham
Mitchell Aaron Ruff
Christopher John Bloomquist
TODD MICHAEL POWERS
Justin DeBias
MARK RICHARD WEIBEL
JESSICA ANN FIGOLI
Rebecca Rae Hausmann
SAMUEL NATALE VRENNA
David Mark DeFazio
DAVID MARK DEFAZIO
Ross Allen Runstedler
GARY ALLEN KING
MATTHEW A ABATA
Nicholas David Osborne
GREGORY SCOTT DEEMER
Bruce Stanley Jakiel
Matthew Simon
JEREMY MICHAEL BORRERO
Eric Jeffrey Presogna
David J. Herbe
Daniel Edward Sloppy
Peter Matthew Eaglen
Matthew John Minnaugh
Janel Marie Bonsell
Dennis W. Grow
David Herbe
Charles George Knight
DANIEL STEWART CLARK
DANIEL GERRARD KRESS
Patrick Gerard Kress
ELIZABETH ANN BRANDON
Nathan Todd Mosier
DANIEL R KRESS
TIMOTHY JAMES MORELAND
JEFFREY JOSEPH PRESOGNA
WILLIAM ERIC JOHNSON
Santo Montalbano
MICHAEL P. PALMER
Nicholas Joseph Adams
RYAN C SMITH
WALTER JOHN WEST
KEITH R FORBES

Within 25 miles of Belle Valley, PA, Best Investors lists 50 registered investment advisory firms with 104 offices nearby, managing about $10.1T in combined regulatory AUM across 1,333,001 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 Belle Valley

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM