Best financial advisors in Dewart, PA

Registered advisers within 25 miles of Dewart, PA.

Offices

93

Firms

41

Combined AUM

$9.54T

Firm-wide filings, not assets booked only here

Clients

1.07M

1,071,123 clients when Item 5C has a number

Avg / client

$8.90M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

4880 SR 44
WATSONTOWN, PA 17730

STATE FARM INVESTMENT MANAGEMENT CORP.

132 Main St
Watsontown, PA 17777

LPL FINANCIAL LLC

21 KRISTI RD STE 1
MUNCY, PA 17756

PFS INVESTMENTS INC.

55 PATTON DR STE 4
MILTON, PA 17847

STATE FARM INVESTMENT MANAGEMENT CORP.

901 Broad St
Montoursville, PA 17754

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

190 CHOATE CIRCLE SUITE B
MONTOURSVILLE, PA 17754

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

190 Choate Cir Ste B
Montoursville, PA 17754

STATE FARM INVESTMENT MANAGEMENT CORP.

534 N Derr Dr
Lewisburg, PA 17837-1081

OSAIC WEALTH, INC.

427 BROAD STREET
MONTOURSVILLE, PA 17754

OMNIWEALTH INVESTMENTS LLC

519 N DERR DRIVE
LEWISBURG, PA 17837

MML INVESTORS SERVICES, LLC

811 South Market St
South Williamsport, PA 17702

EDWARD JONES

364 BROAD STREET
MONTOURSVILLE, PA 17754

THRIVENT INVESTMENT MANAGEMENT INC.

111 Montour Street North
Montoursville, PA 17754

OSAIC WEALTH, INC.

130 BUFFALO ROAD SUITE 211
LEWISBURG, PA 17837

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

252 Broad Street
Montoursville, PA 17754

COMMONWEALTH FINANCIAL NETWORK

129 MARKET STREET
LEWISBURG, PA 17837

EDWARD JONES

23 N DERR DRIVE SUITE 4
LEWISBURG, PA 17837

10.4 miles away

EQUITY SERVICES, INC.

23 N. DERR DRIVE SUITE 1
LEWISBURG, PA 17837

10.4 miles away

CREATIVE PLANNING

23 N Derr Dr. Suite 20
Lewisburg, PA 17837

10.4 miles away

EDWARD JONES

260 REITZ BLVD SUITE B
LEWISBURG, PA 17837

10.4 miles away

Firms

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

PFS INVESTMENTS INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

OSAIC WEALTH, INC.

OMNIWEALTH INVESTMENTS LLC

MML INVESTORS SERVICES, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

COMMONWEALTH FINANCIAL NETWORK

EQUITY SERVICES, INC.

CREATIVE PLANNING

Investors

Jared Sidney Cromley

KAREN LEE BOTTORF

GREGORY JASON BELL

JOHN MICHAEL MACHAK

LAUREN H MCDONALD

BRENDA KAY BLAKENEY

ANDRIA LEIGH LAMAY

WENDY MARIE WOLFE

DEAN ROLAND SHOWERS

JASON MATTHEW DUGAN

Derek Scott Snyder

CHASE GREGORY SNYDER

Andrew Robert Newcomb

Keely Swartwood

MEGAN BROOK DUGAN

CHRISTINE MARIE SLEBODA

JOSHUA AARON KNAUSS

Michael James Hickey

Stephen Micheal Pavlov

Sherri Lyn Huber

JOHN ANTHONY MOLINARO

MICHAEL V MAURO

WILLIAM JOSEPH MAURO

JEFFREY JAMES CROSSLAND

Michael David Johnson

ERIC JOHN MCDOWELL

ASHTON SCOTT IMMEL

RUBIN PAUL NICHOLS

Marlena C Sinopoli

Within 25 miles of Dewart, PA, Best Investors lists 41 registered investment advisory firms with 93 offices nearby, managing about $9.54T in combined regulatory AUM across 1,071,123 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 Dewart

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM