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Best financial advisors in Callensburg, PA

Registered advisers within 25 miles of Callensburg, PA.

Offices
34
Firms
17
Combined AUM
$4.22T
Firm-wide filings, not assets booked only here
Clients
431K
430,815 clients when Item 5C has a number
Avg / client
$9.80M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
JANNEY MONTGOMERY SCOTT LLC
WELLS FARGO CLEARING SERVICES, LLC
LINCOLN INVESTMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIZENS SECURITIES, INC.
&PARTNERS

Investors

James Henry McConnell
Zachary Neil Embry
MICHAEL BRENT BONNETT
BARBARA ANN STROUP
HAYLEY MARYHELEN HEWLETT
RICHARD VINCENT HEWLETT
SHERRI ANN EADIE
JAMES CROSSLAND QUEEN
JENNIFER MARIE WILLIAMS
Avari Schmader
Kyle Edward Cathcart
Patricia McCall Doverspike
Casey O'Toole
Matthew Harford Lerch
MATTHEW PARK BEST
Michael Alan Moore
Lance Eric Cicciarelli
Lane Allan Cicciarelli
SCOTT C KONWINSKI
MATTHEW LYNN WAGLE
Zachary T Garbarino
Linda K Miller
Jonathan Emmett Williams
Kenneth Edward Bonus
SANDRA JAZWINSKI YOUNG
ASHLEE REBECCA GOODMAN
Lori Leigh Sibble
Chad Stephen Skoch
Halle Nicole Veltri
Joseph Anthony McGuigan
ANDREW MICHAEL LADDUSAW
COURTNEY MARIE CALLAS
JOHN ALEXANDER CALLAS
BRENDA ANN HOHN
Zachary Ryan Dorste
EVAN MICHAEL ANDREAS
Donna Jean Rapp
KODIE SHANE EARP
Deborah Christine Thompson
CASIMIR JOSEPH KARNISH
STEPHEN PAUL UZONYI
DAVID JAMES GUNTER
Thomas Adam Kadylak

Within 25 miles of Callensburg, PA, Best Investors lists 17 registered investment advisory firms with 34 offices nearby, managing about $4.22T in combined regulatory AUM across 430,815 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 Callensburg

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B 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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM