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Best financial advisors in Conneautville, PA

Registered advisers within 25 miles of Conneautville, PA.

Offices
53
Firms
22
Combined AUM
$4.03T
Firm-wide filings, not assets booked only here
Clients
756K
756,445 clients when Item 5C has a number
Avg / client
$5.33M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

Deborah Ann Obenrader
RANDY ALAN SHAFFER
EVAN REID GERBER
Matthew Robert Stearns
Ryan Messenger
TYLER E GRAHAM
Gregory Curtis
Richard Wayne Laird
Todd Erdos
MEGHAN LEIGH STONE
JAMES E. OAKES
ALEXANDER WEIR
Daniel Jack Malyuk
WILLIAM DOUGLAS MCCULLOUGH
RICHARD DOWNING SEIDEL
TIMOTHY DAVID RIGGS
ANDREW JAMES ALEXANDER
Katherine Lynn White-Hartman
CAROLYN JEAN TEWELL
DANIEL PHILLIP WILLIAMS
DAVID LOUIS ASTRY
Joshua Jordan Chiesa
Nicholas Anthony Rinella
Michael Charles Mahoney
Robert G Brest
GREGORY CHARLES KEIL
Allison Paige Rebich
ELI TODD REBICH
BRIAN GREGORY LONG
Zane Lawrence Wright
RENCHENG CUI

Within 25 miles of Conneautville, PA, Best Investors lists 22 registered investment advisory firms with 53 offices nearby, managing about $4.03T in combined regulatory AUM across 756,445 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 Conneautville

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