Best Investors Account Sign in

Best financial advisors in Coles Creek, PA

Registered advisers within 25 miles of Coles Creek, PA.

Offices
42
Firms
25
Combined AUM
$3.82T
Firm-wide filings, not assets booked only here
Clients
644K
644,149 clients when Item 5C has a number
Avg / client
$5.93M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LINCOLN INVESTMENT
HORNOR, TOWNSEND & KENT, LLC
TRUSTMONT ADVISORY GROUP, INC.
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
ALLSTATE FINANCIAL ADVISORS, LLC
EDWARD JONES
GWN SECURITIES INC.
THRIVENT INVESTMENT MANAGEMENT INC.
PRINCIPAL SECURITIES, INC.
CENTAURUS FINANCIAL, INC.
CITIZENS SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC

Investors

RICHARD CLAIR MEGARGELL
JAMES CLARK DUNN
GORDON CHARLES BITLER
SEAN THOMAS BLACK
ANDREA LYNN EMPIE
Jordan Isaiah Little
BRAD M WARHURST
Keeyan Ryley Zimmerman
LYNN CHARLES APPELMAN
ALISSA LYNNE CONKLIN
DEREK ALAN BATZ
Jack Howell
PAUL MICHAEL MACCRORY
CHRISTOPHER RAYE HOWELL
MATTHEW EARL BEAGLE
Ben Oliver Moore
BRENT WESLEY TRAUGH
James Andrew Makal
Kimberly Irene Heimbach
BETSY L. COSTANZA
DAVID GARY SAUL
Alexander Nole
JAMES ROBERT MCCANN
Bryan Jay Snyder
Rachel Oberg
George Theodore Oberg
DAVID KEENE MITCHELL
DANIEL WILLIAM FUHR
CAROLYN MARGARET RUIZ

Within 25 miles of Coles Creek, PA, Best Investors lists 25 registered investment advisory firms with 42 offices nearby, managing about $3.82T in combined regulatory AUM across 644,149 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 Coles Creek

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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM