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Best financial advisors in Buffalo X Rds, PA

Registered advisers within 25 miles of Buffalo X Rds, PA.

Offices
84
Firms
37
Combined AUM
$9.37T
Firm-wide filings, not assets booked only here
Clients
1.07M
1,069,266 clients when Item 5C has a number
Avg / client
$8.77M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
GOOD LIFE ADVISORS, LLC
VISION WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OMNIWEALTH INVESTMENTS LLC
OSAIC WEALTH, INC.
EQUITY SERVICES, INC.
CREATIVE PLANNING
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BUFFALO VALLEY WEALTH PLUS
VICUS CAPITAL, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Daniel Myers
Marlena C Sinopoli
JOAN ELAINE LYONS
MICHAEL P BARRETT
Nathan Douglas Wagner
JUSTIN CHANDLER BUTTRICK
MEGAN BROOK DUGAN
JOSHUA AARON KNAUSS
JOHN ANTHONY MOLINARO
Michael David Johnson
ERIC JOHN MCDOWELL
ASHTON SCOTT IMMEL
RUBIN PAUL NICHOLS
JEFFREY JAMES CROSSLAND
BRENDA KAY BLAKENEY
ANDRIA LEIGH LAMAY
WENDY MARIE WOLFE
MICHAEL EVERARDO CAMACHO
BETSY J GUFFEY
Brendan David Mutchler
Luis Rafael Montesinos
Michael David Miller
Lance David Miller
Pierce Gregory Edinger
KAREN LEE BOTTORF
FRANK DARDEN MOORE
Jared Sidney Cromley
Brad Lee Buch
TOBY JOSEPH KROUSE

Within 25 miles of Buffalo X Rds, PA, Best Investors lists 37 registered investment advisory firms with 84 offices nearby, managing about $9.37T in combined regulatory AUM across 1,069,266 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 Buffalo X Rds

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM