Best Investors Account Sign in

Best financial advisors in Clune, PA

Registered advisers within 25 miles of Clune, PA.

Offices
135
Firms
50
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
1.35M
1,347,072 clients when Item 5C has a number
Avg / client
$7.90M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
VANDERBILT ADVISORY SERVICES
OSAIC INSTITUTIONS, INC.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
STRATOS WEALTH PARTNERS, LTD
SIGNAL ADVISORS WEALTH, LLC
EQUITABLE ADVISORS, LLC

Investors

MARGARET R GRAY
Geri L Defilippi
KRISTAIN DAWN KRECOTA
STEVEN PAUL TUNINK
Philip M Vitalbo
NATHANAEL LEE ARTHURS
Eric Clifford Sutliff
ROBERT J. MONTAG
ROBERT LEROY MYERS
JOHN PAUL KINNEY
BRADLEY LEWIS PETERSON
CHRISTOPHER MICHAEL ADAMS
Melissa Lynne HERMAN
FRANK CAMPBELL KINTER
Owen W Kegel
Nicholas J Westrick
Matthew Difilippo
Vincent Daniel Hanig
Garrett Britton
Shawn Michael Steffee
SHANNON MARLENE SOTTILE
Scott G Weber
LUKE ANDERSON
Donna M Yvanek
Lee Ann Hart
LARRY ALBERT CATLOS
KURTIS RAYMOND KUYAT
MELINDA J DISQUE
TYLER ORION RUBY
Shannon Jo Kimmel
DOUGLAS MICHAEL STEVE
Nolan Gregory Stokes
Levi Joshua Allison
DAVID CHADWICK FRICK
David Levi Frick
Devon Matthew Murphy

Within 25 miles of Clune, PA, Best Investors lists 50 registered investment advisory firms with 135 offices nearby, managing about $10.6T in combined regulatory AUM across 1,347,072 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 Clune

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM