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Best financial advisors in Conneaut Lake, PA

Registered advisers within 25 miles of Conneaut Lake, PA.

Offices
30
Firms
14
Combined AUM
$3.93T
Firm-wide filings, not assets booked only here
Clients
582K
582,308 clients when Item 5C has a number
Avg / client
$6.75M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
BROOKHOUSE ADVISORS
CITIZENS SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC
JANNEY MONTGOMERY SCOTT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

RANDY ALAN SHAFFER
EVAN REID GERBER
Deborah Ann Obenrader
Matthew Robert Stearns
Ryan Messenger
Nicholas Anthony Rinella
Michael Charles Mahoney
Joshua Jordan Chiesa
MEGHAN LEIGH STONE
TYLER E GRAHAM
Gregory Curtis
Richard Wayne Laird
TIMOTHY DAVID RIGGS
WILLIAM DOUGLAS MCCULLOUGH
Todd Erdos
ALEXANDER WEIR
Daniel Jack Malyuk
JAMES E. OAKES
ANDREW JAMES ALEXANDER
Katherine Lynn White-Hartman
CAROLYN JEAN TEWELL
DANIEL PHILLIP WILLIAMS
DAVID LOUIS ASTRY
RICHARD DOWNING SEIDEL
Robert G Brest
Andrew H Eshelman
Jacob Eshelman
NOAH DANIEL RICHARDSON
JOSEPH HERBERT HENEGAN
ZACHARY JOSEPH HENEGAN
TYLER WASSER

Within 25 miles of Conneaut Lake, PA, Best Investors lists 14 registered investment advisory firms with 30 offices nearby, managing about $3.93T in combined regulatory AUM across 582,308 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 Conneaut Lake

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM