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Best financial advisors in Burnside, PA

Registered advisers within 25 miles of Burnside, PA.

Offices
43
Firms
22
Combined AUM
$5.40T
Firm-wide filings, not assets booked only here
Clients
655K
655,233 clients when Item 5C has a number
Avg / client
$8.24M
Combined AUM ÷ clients

Nearby offices

Firms

HAZARD & SIEGEL ADVISORY SERVICES LLC
AMERITAS ADVISORY SERVICES, LLC
OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
HORACE MANN INVESTORS, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
JANNEY MONTGOMERY SCOTT LLC
EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC

Investors

THOMAS MURRAY STEFFEY
MICHAEL ALAN MUMAU
ERIC E BRITTON
MARINA DANIELLE STEPHENS
DAVID WILLIAM SMITH
ROBERT DAVID MONKELIS
LETITIA CORDELL
Ryan James Holtz
MATTHEW RYAN HOLTZ
BRIAN JAMES SIMANSKI
ANTHONY DOMINIC TORRETTI
ZACHARY P. DIPPOLD
KERRY LYNN KINTER
Alec Benjamin Johnson
CHARLES WILLARD JOHNSON
Michael James Guelcher
Melinda L Sherry
GEORGE C PRY
WILLIAM J CUBA
MATTHEW A NERONE
JONAH JAMES WATT
JAMES DAVID CURTIS
David G Alberts
ZACHARY CHARLES EVOCK
MARY RUTH WILSON
John Martin Yount
DANIEL HARRY FISHBONE
KATHRYN LORENE HO
Jordan Tyler Russell
Candice Lin Waxler
JENNIFER LYNN HAMILTON
DAVID CHADWICK FRICK
David Levi Frick
Devon Matthew Murphy
MICHAEL WILLIAM HASKINS
KYLE WILLIAM HASKINS
TERRY MICHAEL HARTNETT

Within 25 miles of Burnside, PA, Best Investors lists 22 registered investment advisory firms with 43 offices nearby, managing about $5.40T in combined regulatory AUM across 655,233 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 Burnside

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM