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Best financial advisors in Confluence, PA

Registered advisers within 25 miles of Confluence, PA.

Offices
40
Firms
17
Combined AUM
$3.01T
Firm-wide filings, not assets booked only here
Clients
413K
412,787 clients when Item 5C has a number
Avg / client
$7.29M
Combined AUM ÷ clients

Nearby offices

Firms

TRUSTMONT ADVISORY GROUP, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
OSAIC WEALTH, INC.
OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

MARY LOUISE PETRUCCI
JEFFREY ALLEN BENNETT
Timothy Gary Long
Paul James Rhule
AARON RAY STRAWDERMAN
DAVID JASON UPOLE
JULIA MARIE HERSHMAN
EDWARD RAY LYTLE
TIMOTHY JOSEPH SEPSI
EDWARD DANTE CAPUZZI
SCOTT D PRITCHARD
RANDAL CHARLES FIELDS
JUSTIN ANTHONY REVAK
HEIDI GUM
Cameron David Miller
DONALD THOMAS FETSKO
MAX RICHARD HOUSE
BRYAN DOUGLAS BOUGHER
SCOTT JEFFREY FISHER
ANGELA MARIE HOWELLTENNANT
MATTHEW ROBERT STAHL
EMILY RAUPACH
NATHAN JAMES FERGUSON
THOMAS ALLEN DICKEY
Anthony Capotosto
CLAUDE WILLIAM RICE

Within 25 miles of Confluence, PA, Best Investors lists 17 registered investment advisory firms with 40 offices nearby, managing about $3.01T in combined regulatory AUM across 412,787 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 Confluence

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 327 clients · 1,026 advisers $122B AUM 8 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM