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Best financial advisors in Dayton, PA

Registered advisers within 25 miles of Dayton, PA.

Offices
41
Firms
19
Combined AUM
$5.50T
Firm-wide filings, not assets booked only here
Clients
696K
696,165 clients when Item 5C has a number
Avg / client
$7.90M
Combined AUM ÷ clients

Nearby offices

Firms

PRIVATE ADVISOR GROUP, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CITIZENS SECURITIES, INC.
LPL ENTERPRISE, LLC
AMERITAS ADVISORY SERVICES, LLC
OSAIC INSTITUTIONS, INC.
EAGLE STRATEGIES LLC
HAZARD & SIEGEL ADVISORY SERVICES LLC
EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STRATOS WEALTH PARTNERS, LTD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

MARK LUCHESA
COURTNEY MARIE CALLAS
JOHN ALEXANDER CALLAS
ANDREW MICHAEL LADDUSAW
Joseph Anthony McGuigan
BRENDA ANN HOHN
Zachary Ryan Dorste
EVAN MICHAEL ANDREAS
ROBERT DAVID MONKELIS
MICHAEL ALAN MUMAU
ERIC E BRITTON
Troy Angelo Schall
Stephen James Warcholak
JEFFREY CHARLES OLENYCH
TYLER ORION RUBY
THOMAS MURRAY STEFFEY
DAVID CHADWICK FRICK
David Levi Frick
Devon Matthew Murphy
STEVEN PAUL TUNINK
Philip M Vitalbo
NATHANAEL LEE ARTHURS
JOHN PAUL KINNEY
BRADLEY LEWIS PETERSON
CHRISTOPHER MICHAEL ADAMS
Melissa Lynne HERMAN
FRANK CAMPBELL KINTER
Owen W Kegel
Nicholas J Westrick
Matthew Difilippo
Vincent Daniel Hanig
Garrett Britton
Shawn Michael Steffee
SHANNON MARLENE SOTTILE
KURTIS RAYMOND KUYAT
Scott G Weber
LUKE ANDERSON
Donna M Yvanek
Lee Ann Hart
LARRY ALBERT CATLOS

Within 25 miles of Dayton, PA, Best Investors lists 19 registered investment advisory firms with 41 offices nearby, managing about $5.50T in combined regulatory AUM across 696,165 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 Dayton

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM 8 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM