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Best financial advisors in Centerville, PA

Registered advisers within 25 miles of Centerville, PA.

Offices
39
Firms
18
Combined AUM
$4.23T
Firm-wide filings, not assets booked only here
Clients
768K
768,049 clients when Item 5C has a number
Avg / client
$5.51M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
JANNEY MONTGOMERY SCOTT LLC
PNC WEALTH MANAGEMENT LLC

Investors

SARAH CHRISTINE IRWIN
Jessica D Walters
Kenneth S Bodamer
Michael David Watson
WILLIAM ARTHUR EMMINGER
Dustin James Kingsley
Chance Schmader
Keith Jordan Strain
ROGER A BURLINGAME
David M Garres
Gary Mark Barnes
STEVEN ROBERT MARTIN
Robert G Brest
RICHARD DOWNING SEIDEL
ANDREW JAMES ALEXANDER
Katherine Lynn White-Hartman
CAROLYN JEAN TEWELL
DANIEL PHILLIP WILLIAMS
DAVID LOUIS ASTRY
JAMES E. OAKES
ALEXANDER WEIR
Daniel Jack Malyuk
Todd Erdos
WILLIAM DOUGLAS MCCULLOUGH
TIMOTHY DAVID RIGGS
TYLER E GRAHAM
Gregory Curtis
Richard Wayne Laird
MEGHAN LEIGH STONE

Within 25 miles of Centerville, PA, Best Investors lists 18 registered investment advisory firms with 39 offices nearby, managing about $4.23T in combined regulatory AUM across 768,049 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 Centerville

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM