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Best financial advisors in Brodheadsvlle, PA

Registered advisers within 25 miles of Brodheadsvlle, PA.

Offices
228
Firms
85
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,737,783 clients when Item 5C has a number
Avg / client
$4.75M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PFS INVESTMENTS INC.
STONEX ADVISORS INC.
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
HORNOR, TOWNSEND & KENT, LLC
MTM FINANCIAL GROUP, LLC

Investors

Ashley Marie Bolton
MICHAEL JOSEPH CHELL
ROCCO STIGLIANO
David Colon
DARLENE FAYE DOTY
CHRISTOPHER CLEAVER
SCOTT CURTIS BUTLER
Christian Butler
Hugh Richard Zeffer
DWAYNE LYN SNYDER
GARY G STOUDT
Andrew J Mill
ERIC MARK FEHR
DANIEL JOSEPH FLOOD
TONY AARON TESSITORE
Dana Flynn Vlasics
Lloyd Paul Jones
Kevin C Jones
AMBER LEIGH CARRICK
ERIC THOMAS NIKLES
DEBRA JILL MOSSER
Joseph Connell
Tiffani Linn Tita
Mary Grace Cardow
MICHELLE LYNN HEIDE
KRISTY Jo KUREK
Alex Howe
VICKI RACHELLE KIRKPATRICK
CONRAD VINCENT WYATT
GARY ALLEN FREY
JOSEPH ALLEN FREY
Gavin Connor Kirsch
MARK BELCAK
Gregory T Grillo
JONATHAN WEIMER
Chad David Rupprecht
Alyssa Colonna Young
DARYL OKKEN
GENE RICHARD DICKISON

Within 25 miles of Brodheadsvlle, PA, Best Investors lists 85 registered investment advisory firms with 228 offices nearby, managing about $13.0T in combined regulatory AUM across 2,737,783 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 Brodheadsvlle

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM