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Best financial advisors in Catawissa, PA

Registered advisers within 25 miles of Catawissa, PA.

Offices
78
Firms
36
Combined AUM
$5.09T
Firm-wide filings, not assets booked only here
Clients
628K
627,860 clients when Item 5C has a number
Avg / client
$8.11M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PRINCIPAL SECURITIES, INC.
GWN SECURITIES INC.
STONEX ADVISORS INC.
LINCOLN INVESTMENT
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
TRUSTMONT ADVISORY GROUP, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Bryan Jay Snyder
JAMES ROBERT MCCANN
BETSY L. COSTANZA
MICHAEL DAVID WOYTOWICH
JAMES KIRK WISLOSKI
Ben Oliver Moore
BRENT WESLEY TRAUGH
BRIAN CHRISTOPHER SHEDLESKI
DAVID GARY SAUL
Alexander Nole
Kimberly Irene Heimbach
James Andrew Makal
KIM ELIZABETH CHAPPELL-HAUPT
Jack Howell
PAUL MICHAEL MACCRORY
CHRISTOPHER RAYE HOWELL
Keeyan Ryley Zimmerman
LYNN CHARLES APPELMAN
ALISSA LYNNE CONKLIN
MATTHEW EARL BEAGLE
Jordan Isaiah Little
BRAD M WARHURST
CHAD THOMAS JACOBSON
MICHAEL JOHN STRAMARA
NICHOLAS ANTHONY GRIFFITHS
JEFFREY HOWARD MCKINNON
Matthew Joseph Defalco
JAMES DUNCAN KISHBAUGH
ERIC JAMES KISHBAUGH
CHRISTOPHER C KOKINDA

Within 25 miles of Catawissa, PA, Best Investors lists 36 registered investment advisory firms with 78 offices nearby, managing about $5.09T in combined regulatory AUM across 627,860 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 Catawissa

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