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Best financial advisors in Bolivar, PA

Registered advisers within 25 miles of Bolivar, PA.

Offices
143
Firms
52
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
1.32M
1,315,523 clients when Item 5C has a number
Avg / client
$7.77M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
OSAIC INSTITUTIONS, INC.
COMMONWEALTH FINANCIAL NETWORK
JANNEY MONTGOMERY SCOTT LLC
PNC WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COVINGTON INVESTMENT ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUSTMONT ADVISORY GROUP, INC.
LPL FINANCIAL LLC
WEALTH ADVISORS NETWORK, INC.
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
EDWARD JONES
MUTUAL ADVISORS, LLC

Investors

ROBERT LEROY MYERS
RYAN EDWARD ROBERTSON
ROBERT J. MONTAG
JOHN YEE
Ryan Michael Jones
BERNARD JOHN LYNCH
Samuel Noah Silverberg
James Bernard
ALEXANDER LAWRENCE LETIZIA
MICHAEL PATRICK REESE
MELINDA BEAUFORT VARGULISH
Christopher Anthony Shaffer
CHASE Franklin ALCORN
Cole Russell Fiore
JOHN LOUIS FIORE
James Jeffrey Dornan
Thomas Joseph McAneny
MELANIE ANN BUCHAN
Conor McKenzie
PATRICK R. WALLACE
CINDY JONES
Nick Michael Allen
Colten McCutcheon
Jacob Devlin
JODEE LYNN HARRIS
SARAH K CRISPIN-THOMAS
NANCY E. BENNETT
Jared Gerger
ANTHONY EDWARD SLEZAK
WILLIAM JASON URBANIK
JESSICA MARIE GEARY
SAMUEL JOSEPH CATANESE
Curtis Colaianne
ANGELA CATHERINE WEBER MOFFAT
DONNA MARIE CHRISTOPHER
RYAN F BRANDON
JENNIFER R WOOLEVER
Randolph I. Vance
REBECCA L HAUGH
DANIEL R DUNLAP
ETHAN L GREEK
RONALD VICTOR PANICHELLE

Within 25 miles of Bolivar, PA, Best Investors lists 52 registered investment advisory firms with 143 offices nearby, managing about $10.2T in combined regulatory AUM across 1,315,523 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 Bolivar

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 CAPTRUST 963 advisers $1.24T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM