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Best financial advisors in Brockton, PA

Registered advisers within 25 miles of Brockton, PA.

Offices
62
Firms
27
Combined AUM
$4.79T
Firm-wide filings, not assets booked only here
Clients
576K
575,919 clients when Item 5C has a number
Avg / client
$8.31M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
IAMS WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
WEALTH MANAGEMENT ASSOCIATES, INC.
PRIVATE ADVISOR GROUP, LLC
OPPENHEIMER & CO. INC.
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

RONALD R ROEBUCK
PAUL BRIAN FOSTER
RUSSELL THOMAS STELLFOX
LISA ANN SHILKO
STEPHEN MATTHEW ZUBER
Matthew Thomas Edmonds
ANTHONY JOHN DAMIANO
Pamela Guers Palko
Melissa Valentine
MEGAN MARIE SMITH
Francesco Natale Mercuri
E LORI SMITH
Allen R Fidler
TYLER ROBERT SMITH
DAVID CHARLES LAUDEMAN
WILLIAM GEORGE HECKMAN
SUZANNE ANNETTE LAKE
JAMES E MARCONIS
MICHAEL CHRISTOPHER DICKSTEIN
HAROLD HINNERSCHIETZ
CHRISTOPHER C KOKINDA
JON TIMOTHY CRONRATH
MICHAEL GARFIELD TOBASH
Ryan Boyer
JAMES FRANCIS ATEN
MICHAEL ROBERT DAVIS
JEREMIAH MICHAEL SENSENIG

Within 25 miles of Brockton, PA, Best Investors lists 27 registered investment advisory firms with 62 offices nearby, managing about $4.79T in combined regulatory AUM across 575,919 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 Brockton

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM