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Best financial advisors in Dalmatia, PA

Registered advisers within 25 miles of Dalmatia, PA.

Offices
97
Firms
48
Combined AUM
$5.01T
Firm-wide filings, not assets booked only here
Clients
1.10M
1,104,228 clients when Item 5C has a number
Avg / client
$4.54M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERITAS ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRITY ALLIANCE, LLC.
PROSPERA FINANCIAL SERVICES, INC.
AVISO WEALTH MANAGEMENT
PFS INVESTMENTS INC.
ONEASCENT FINANCIAL SERVICES LLC
CETERA INVESTMENT ADVISERS LLC
HORACE MANN INVESTORS, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
JANNEY MONTGOMERY SCOTT LLC

Investors

Chad Levan
Austin Joseph Cook
JOSEPH SALVATORE PANTOZZI
CHRISTOPHER JAMES KENAWELL
PETER CARLIN STOCKETT
THAYER ROCKWELL POTTER
Melissa A Dayhoff Bratton
Kayla Jo Welker
CRAIG RUSSELL LAWLER
DAVID ERIC EIA
BENJAMIN A WILHELM
JAMES PATRICK WEAVER
BENJAMIN CLANCY BURNS
Alexander Michael Hoppes
KIMBERLY ANN MARIE BOWER
STEVEN P DECKARD
Charles Howard Straub
TOBY JOSEPH KROUSE
Keely Layne Rodarmel
STEPHEN ALLEN ENGLE
CHARLES EDWARD SCHLEGEL
CHARLES EDWARD SCHLEGEL
Michael Jason Miller
David Douglas Betz

Within 25 miles of Dalmatia, PA, Best Investors lists 48 registered investment advisory firms with 97 offices nearby, managing about $5.01T in combined regulatory AUM across 1,104,228 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 Dalmatia

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B 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