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Best financial advisors in Cumbola, PA

Registered advisers within 25 miles of Cumbola, PA.

Offices
70
Firms
28
Combined AUM
$4.87T
Firm-wide filings, not assets booked only here
Clients
576K
576,428 clients when Item 5C has a number
Avg / client
$8.45M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OPPENHEIMER & CO. INC.
LPL ENTERPRISE, LLC
WEALTH MANAGEMENT ASSOCIATES, INC.
PRIVATE ADVISOR GROUP, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
IAMS WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Pamela Guers Palko
Melissa Valentine
JAMES E MARCONIS
MICHAEL CHRISTOPHER DICKSTEIN
HAROLD HINNERSCHIETZ
DAVID CHARLES LAUDEMAN
WILLIAM GEORGE HECKMAN
SUZANNE ANNETTE LAKE
Francesco Natale Mercuri
E LORI SMITH
Allen R Fidler
TYLER ROBERT SMITH
JON TIMOTHY CRONRATH
MICHAEL GARFIELD TOBASH
Ryan Boyer
JAMES FRANCIS ATEN
JEREMIAH MICHAEL SENSENIG
ROBERT J KLINGER
CHRISTOPHER C KOKINDA
RUSSELL THOMAS STELLFOX
RONALD R ROEBUCK
PAUL BRIAN FOSTER
LISA ANN SHILKO
STEPHEN MATTHEW ZUBER
Matthew Thomas Edmonds
ANTHONY JOHN DAMIANO
MEGAN MARIE SMITH

Within 25 miles of Cumbola, PA, Best Investors lists 28 registered investment advisory firms with 70 offices nearby, managing about $4.87T in combined regulatory AUM across 576,428 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 Cumbola

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM