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Best financial advisors in Cowansville, PA

Registered advisers within 25 miles of Cowansville, PA.

Offices
53
Firms
23
Combined AUM
$6.15T
Firm-wide filings, not assets booked only here
Clients
914K
914,127 clients when Item 5C has a number
Avg / client
$6.73M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
LINCOLN INVESTMENT
EAGLE STRATEGIES LLC
OSAIC INSTITUTIONS, INC.
VIRTUE CAPITAL MANAGEMENT, LLC
RANDALL & ASSOCIATES WEALTH MANAGEMENT
ROBERT W. BAIRD & CO. INCORPORATED
LPL ENTERPRISE, LLC
NEWEDGE ADVISORS

Investors

Joseph Anthony McGuigan
ANDREW MICHAEL LADDUSAW
COURTNEY MARIE CALLAS
JOHN ALEXANDER CALLAS
BRENDA ANN HOHN
Zachary Ryan Dorste
EVAN MICHAEL ANDREAS
Kenneth Edward Bonus
JEFFREY CHARLES OLENYCH
TYLER ORION RUBY
Troy Angelo Schall
Stephen James Warcholak
NATHAN RODGERS
BRADLEY MICHAEL DOLHI
JAMES DUANE BISH
Joseph David Motisi
CHARLES EDWARD HEADLEY
Olivia Kaye Gilliland
STEVEN NICHOLAS SABO
Jeffrey Joseph Geibel
Amanda Lee Tapager
VANESSA SUE MCCALL
Donovan Joseph Slater
COLLIN KENNETH RANDALL
JOSHUA DALE KNAPP
DEBBIE L MONTAG-EVANS
AMANDA MCCUE TAYLOR
KENNY CARL MCGEE
ERIK MICHAEL LENYK
Trevor Joel McCance
THOMAS SALISBURY EDWARDS
TODD STEVEN FLEMING
Joshua Henschel
LYRIC FAITH SCHNUR
ERIC MATTHEW MOZUR
EVAN WILLIAM GORSE
WILLIAM JAMES WILSON
JESSICA LEE HORAN
JOHANNA LEE MCBRIDE
MCKENZIE MARIE MILLER
RONALD ALEXANDER JONES
Corina Lee Wack
RONALD DANA JONES
DAVID EDWARD LACINSKI

Within 25 miles of Cowansville, PA, Best Investors lists 23 registered investment advisory firms with 53 offices nearby, managing about $6.15T in combined regulatory AUM across 914,127 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 Cowansville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM