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Best financial advisors in Conneaut Twp, PA

Registered advisers within 25 miles of Conneaut Twp, PA.

Offices
120
Firms
54
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
1.34M
1,335,146 clients when Item 5C has a number
Avg / client
$7.64M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
LINCOLN INVESTMENT
THE AMERIFLEX GROUP
CETERA INVESTMENT ADVISERS LLC
HBKS WEALTH ADVISORS
PARK SHORE PARTNERS LLC
ELITE LIFE MANAGEMENT LLC
PFS INVESTMENTS INC.
ROBBINS WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NEWEDGE ADVISORS
BANKERS LIFE ADVISORY SERVICES, INC.

Investors

MICHAEL HESS
MICHELLE JO TOTH
GREGORY CHARLES KEIL
Allison Paige Rebich
ELI TODD REBICH
BRIAN GREGORY LONG
Zane Lawrence Wright
RENCHENG CUI
Timothy Gerard Mannino
Hunter Patrick Cox
BRADLEY D SCHWAB
RANDAL LENIS BUETTNER
MICHAEL ALLEN NELLIGAN
MATTHEW CAMERON HAUSMANN
Jonathan Taylor Beaton
SAMUEL ALBERT MANCUSO
JAMES THOMAS BUTO
ROBERT JASON NICOTRA
CODY BOARTS
SCOTT ALLAN CROSS
Candice Mae Oakley
Gabriel Francis Gallagher
Logan keith Mitchell
CHRISTOPHER MICHAEL ZEHNER
PAUL MICHAEL TAYLOR
IRENE F BUETTNER
STEVEN MICHAEL RINN
BRITTANY LAUREN TAYLOR
Jason Christopher Alward
QUINTO FABIO AMBROSETTI
ZACHARY M. ALLEGRETTI
CHRISTOPHER PAUL ALLEGRETTI
Dakota Mezzacapo
Sarah Noemi Garnica-Saldana
Jonathan Frawley
Rebekah Mary LaCorte
Renee Michelle Brunner
RODRIGO DIAZ
CHRISTINE ANN KUJAN
MICHAEL GUSTAVE WASSMANN
STEVEN ALEX WERYHA
Jeremy T. Shelby
Ryan Alden Williams
Stephanie Joan Terbrock
EARLINE ELLA STILTNER
ROY LEE STILTNER
THOMAS JOSEPH BEAN
Jason Robert Treverton
BENJAMIN L LONGO
Christopher R McMunigle
ROBERT ANTHONY FABRIZIO
KRISTI K PARSONS
GREGORY THOMAS CANCILLA
KEVIN LEE SLOCUM
MICHAEL JAMES PARSONS
Sarah Kiley Baker
Daniel C Young
Craig A Schwegman
Richele Lynn Miller
LORRAINE MARIE FROWNFELTER
Roberta Lyn Schaaf

Within 25 miles of Conneaut Twp, PA, Best Investors lists 54 registered investment advisory firms with 120 offices nearby, managing about $10.2T in combined regulatory AUM across 1,335,146 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 Twp

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM