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Best financial advisors in Bellemont, PA

Registered advisers within 25 miles of Bellemont, PA.

Offices
323
Firms
137
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,755,873 clients when Item 5C has a number
Avg / client
$4.47M
Combined AUM ÷ clients

Nearby offices

Firms

BARE WEALTH ADVISORS
SIMPLICITY WEALTH
CETERA INVESTMENT ADVISERS LLC
CROSSWALK INVESTMENT ADVISORY, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CLEAN CARS MANAGEMENT, LLC
CLEAN CARS MANAGEMENT II, LLC
CLEAN CARS MANAGEMENT III, LLC
RAI ENERGY FUND MANAGER LLC
RAI NATURAL GAS MANAGER, LLC
BLOCKCHAIN ASSETS MANAGER
LPL FINANCIAL LLC
EDWARD JONES

Investors

CURTIS MARK BURKHOLDER
RONALD DEAN BARE
RYAN MATTHEW KURTZ
JAMES GREGORY WAHLBERG
Adam David Black
David Lon Denlinger
CLAIR LAMAR KING
Kurtis M Eby
Adam Sweigart
ALEXANDRE S COSTA
Trent Michael Hart
JOEL EVAN LONG
LEE ERIC KERR
EDWARD JURIS PLAKANS
RYAN KEITH TYLER
JENNIFER CAROL LOWDEN
CHARLES RUSH FISHER
Eric Scott Groff
Allen Bennett Wessel
MICHAEL SCOTT MALCOLM
JOSEPH BRADLEY SHOLLEY
LEE TYLER KENNEDY
MICHAEL D SMOKER
JOHN C CARLSON
ANDREW M SMOKER
Nicholas Justin Cummings
ERIK MILLER
DAVID MATTHEW WIENER
KATHLEEN ASHLEY TYLER
Marcos G Herrera Inostroza
Stephen Jeffey Musser
Justin Ryan Rzucidlo

Within 25 miles of Bellemont, PA, Best Investors lists 137 registered investment advisory firms with 323 offices nearby, managing about $12.3T in combined regulatory AUM across 2,755,873 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 Bellemont

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM