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Best financial advisors in Defiance, PA

Registered advisers within 25 miles of Defiance, PA.

Offices
43
Firms
20
Combined AUM
$4.57T
Firm-wide filings, not assets booked only here
Clients
478K
478,327 clients when Item 5C has a number
Avg / client
$9.55M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
GWN SECURITIES INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

ANTHONY JOSEPH DESTEFANO
LESA FEUILLET HAAS
Steven Dull
TONYA NORTHCRAFT
Jeffrey L Gable
Leigh Taylor Shank
MATTHEW PAUL RANDALL
MICHAEL GERARD AKERS
DANIEL WILLIAM DEARMENT
MICHAEL DAVID WEBB
Brian Anthony Jeffries
TODD DAVID FREDERICK
DAVID ROBERT FREDERICK
AMANDA LYNNE JENKINS
Christopher Michael Corcoran
BENJAMIN TODD ALEXANDER
Corrine Michele Hostler
Alan James Dore
JACQUELIN IRENE BRUMBAUGH
Keri Renee Stains
MARY ANN BOLT
LISA MINDELLE MANCINELLI
PAUL WALLACE GOOD
DANA MICHELLE PEO
Joseph James DeRiso

Within 25 miles of Defiance, PA, Best Investors lists 20 registered investment advisory firms with 43 offices nearby, managing about $4.57T in combined regulatory AUM across 478,327 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 Defiance

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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM