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Best financial advisors in Columbus Boro, PA

Registered advisers within 25 miles of Columbus Boro, PA.

Offices
51
Firms
23
Combined AUM
$4.97T
Firm-wide filings, not assets booked only here
Clients
778K
777,567 clients when Item 5C has a number
Avg / client
$6.39M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
LINCOLN INVESTMENT
KEY INVESTMENT SERVICES LLC
COMMONWEALTH FINANCIAL NETWORK
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

ROGER A BURLINGAME
David M Garres
Gary Mark Barnes
STEVEN ROBERT MARTIN
Rebecca Rae Hausmann
SAMUEL NATALE VRENNA
SARAH CHRISTINE IRWIN
Jessica D Walters
WILLIAM ARTHUR EMMINGER
Dustin James Kingsley
Chance Schmader
Kenneth S Bodamer
Michael David Watson
CHADWICK J MURRAY
Keith Jordan Strain
LOUIS ANTHONY DEPPAS
THOMAS JOHN POPE
NATHAN M SLATE
Devin James Cruea
Noah Daniel Larson
ROBERT MEARLE MARTIN
Joellen Trexler Nelson
David William Meekins
Kathryn Marie Colvin
LORI JO FISCHER
Timur Johnson Tyra
Cheryl Ann Himmel
NICHOLAS S LUDWA
Frank Martin Shultz
MICHAEL CLARK PASCARELLA
Ethan Taylor Samueloff

Within 25 miles of Columbus Boro, PA, Best Investors lists 23 registered investment advisory firms with 51 offices nearby, managing about $4.97T in combined regulatory AUM across 777,567 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 Columbus Boro

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM