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Best financial advisors in Bradford, PA

Registered advisers within 25 miles of Bradford, PA.

Offices
38
Firms
23
Combined AUM
$6.10T
Firm-wide filings, not assets booked only here
Clients
924K
923,877 clients when Item 5C has a number
Avg / client
$6.60M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CWM, LLC
COMMONWEALTH FINANCIAL NETWORK
EAGLE STRATEGIES LLC
LPL ENTERPRISE, LLC
AVISO WEALTH MANAGEMENT
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GLADSTONE WEALTH PARTNERS
MILLENNIAL ADVISERS, LLC.
KESTRA ADVISORY SERVICES, LLC
&PARTNERS
ONESEVEN

Investors

LOUIS JOSEPH PROTO
EILEEN M PROTO
JOHN FREDERICK MCLAUGHLIN
Nick Lyons
SCOTT CHARLES DERWICK
KELLY CHRISTINE LENT-PAUL
PAULA FOX DERWICK
TERESA LYNN BARIE
STEPHANIE LYNN ALOI
Kaden Joseph Moyer
Erinn Lynn Sveda
Lori Jo Daff-Siggins
Troy Matthew Vincent
Aaron Michael Vincent
Dylan Vincent
JARED MICHAEL SKEMP
SCOTT W. OLEWINE
TIMOTHY LAMAR HOLTER
JOHN ANTONIO PALMIERI
PAUL JOSEPH CARDINALE
JASON KENNETH RAFALSKI
BRENDA LEE PEPPER
MIRANDA DAWN MUNKSGARD
LAURA BETH AHL
Nicholas VanDamia
DAVID L CLOSE
Margo Caroline Dowd
DARRELL R BEAHON
DANIEL LEE HALLE
GRAYSON J FOLEY
THOMAS RAYMOND SKELTON

Within 25 miles of Bradford, PA, Best Investors lists 23 registered investment advisory firms with 38 offices nearby, managing about $6.10T in combined regulatory AUM across 923,877 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 Bradford

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM