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Best financial advisors in Cassandra, PA

Registered advisers within 25 miles of Cassandra, PA.

Offices
83
Firms
30
Combined AUM
$4.97T
Firm-wide filings, not assets booked only here
Clients
757K
756,879 clients when Item 5C has a number
Avg / client
$6.56M
Combined AUM ÷ clients

Nearby offices

Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
ASPIRE FINANCIAL, INC.
LPL FINANCIAL LLC
VIMCOR
EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC INSTITUTIONS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

TIMOTHY PATRICK SCANLAN
Collin Seymour
Randy William Seymour
WILLIAM JOHN MULHEARN
PATRICK EUGENE LONG
THOMAS PATRICK CRISTE
BARRY LEWIS THOMAS
Edward Anthony Maruca
MICHAEL TATARKO
EDWARD ANTHONY MARUCA
GARY BRIAN VASSALOTTI
JAMIE PATRICIA MOYER
MARY ANN BOLT
TODD DAVID FREDERICK
DAVID ROBERT FREDERICK
JAMES ALEXANDER MUIR
DOUGLAS DUANE REIGH
JEFF ASHLEY HINISH
Jonah Snowberger
JAY ARMAND HINISH
John Charles Barton
BRENDA LEE ECKENRODE
ROBERT MATTHEW BAINEY
TRAVIS MARSHALL MCCHESSNEY
NICHOLAS PAUL DE LONGIS
KIM MARIE SMITH
Paul Weimer
JULIE A LERCH
THOMAS LEROY WEIMER
PAUL JOSEPH DELONGIS
JAMES HOWARD CAMPBELL
BARRY THOMAS COMPTON
KAREN KOAST SCHRAFF
TIMOTHY MARK HENRY
DOUGLAS MacEwen BROWN
ELIZABETH ANN JOHNS
BRIAN UHLINGER
KIMBERLY ANN GILDEA
PAUL WALLACE GOOD
DANA MICHELLE PEO
Joseph James DeRiso
LINDSEY MARIE PARRISH
MICHAEL DAVID EARDLEY
ERIC PAUL KABLER
Stephen Paul Tidd
AMY BETH SELTZER

Within 25 miles of Cassandra, PA, Best Investors lists 30 registered investment advisory firms with 83 offices nearby, managing about $4.97T in combined regulatory AUM across 756,879 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 Cassandra

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM