Best financial advisors in Carrolltown, PA

Registered advisers within 25 miles of Carrolltown, PA.

Offices

98

Firms

34

Combined AUM

$6.78T

Firm-wide filings, not assets booked only here

Clients

775K

775,185 clients when Item 5C has a number

Avg / client

$8.75M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

2056 PLANK RD., SUITE A
CARROLLTOWN, PA 15722

OSAIC INSTITUTIONS, INC.

436 Magee Avenue
Patton, PA 16668

LPL FINANCIAL LLC

615 WEST HIGHLAND AVE
EBENSBURG, PA 15931

ASPIRE FINANCIAL, INC.

510 EAST HIGH STREET
EBENSBURG, PA 15931

STIFEL, NICOLAUS & COMPANY, INCORPORATED

416 S. Center Street Suite 1
Ebensburg, PA 15931

LPL FINANCIAL LLC

1104 WEST HIGH ST. UNIT 3
EBENSBURG, PA 15931

LPL FINANCIAL LLC

423 MARINA RD
PATTON, PA 16668

STATE FARM INVESTMENT MANAGEMENT CORP.

290 Franklin St.
Clymer, PA 15728

15.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

3107 Beale Ave. Ste. 101
Altoona, PA 16601

17.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1200 SEVENTEENTH STREET
ALTOONA, PA 16603

17.6 miles away

OSAIC WEALTH, INC.

2322 BROAD AVE
ALTOONA, PA 16601-1938

17.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

3370 Lynwood Dr.
Altoona, PA 16602

17.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

3370 LYNNWOOD DR
ALTOONA, PA 16602

17.7 miles away

CETERA INVESTMENT ADVISERS LLC

1425 11TH AVE LOWER LEVEL
Altoona, PA 16601

17.7 miles away

LPL FINANCIAL LLC

1130 12TH AVE, STE 101
ALTOONA, PA 16601

17.8 miles away

ONESEVEN

1216 Eleventh Ave 232
Altoona, PA 16601

17.8 miles away

PFS INVESTMENTS INC.

1010 12TH ST STE 3-D
ALTOONA, PA 16601

17.9 miles away

PFS INVESTMENTS INC.

1010 12TH ST STE 3A
ALTOONA, PA 16601

17.9 miles away

EDWARD JONES

3509 6TH AVE UNIT 2
ALTOONA, PA 16602

17.9 miles away

CETERA INVESTMENT ADVISERS LLC

1401 9th AVENUE
ALTOONA, PA 16602

Firms

LPL FINANCIAL LLC

OSAIC INSTITUTIONS, INC.

ASPIRE FINANCIAL, INC.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STATE FARM INVESTMENT MANAGEMENT CORP.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

OSAIC WEALTH, INC.

CETERA INVESTMENT ADVISERS LLC

PFS INVESTMENTS INC.

Investors

LETITIA CORDELL

MARINA DANIELLE STEPHENS

Edward Anthony Maruca

MICHAEL TATARKO

EDWARD ANTHONY MARUCA

WILLIAM JOHN MULHEARN

PATRICK EUGENE LONG

THOMAS PATRICK CRISTE

TIMOTHY PATRICK SCANLAN

Randy William Seymour

BARRY LEWIS THOMAS

Ryan James Holtz

MATTHEW RYAN HOLTZ

BRIAN JAMES SIMANSKI

DAVID WILLIAM SMITH

DAVID ROBERT NEUMANN

MICHAEL BRIAN IRWIN

ERIC ROBERT IRWIN

BRIAN DAVID HALL

JOSEPH VINCENT ZERBEE

JOHN JOSEPH ZERBEE

CLIFFORD ROBERT CASHMAN

JAMES EDWARD ELLIS

REBECCA A STEVENS

AMY BETH SELTZER

GEORGE FRANK DELBAGGIO

ANDREW JOSEPH BOYD

MICHAEL JOSEPH ECKENRODE

KIRK JAMES BASER

John Francis Fiore

THERESA M RILEY

STEPHEN PAUL SHAFFER

KEITH RICHARD BECKER

BRIAN MORROW KELLY

Michael Robert Harris

Timothy Gordon Melbinger

JOHN EDWARD FLEMING

Within 25 miles of Carrolltown, PA, Best Investors lists 34 registered investment advisory firms with 98 offices nearby, managing about $6.78T in combined regulatory AUM across 775,185 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 Carrolltown

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