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Best financial advisors in Dunlo, PA

Registered advisers within 25 miles of Dunlo, PA.

Offices
89
Firms
32
Combined AUM
$5.05T
Firm-wide filings, not assets booked only here
Clients
757K
757,442 clients when Item 5C has a number
Avg / client
$6.67M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
ATLAS PRIVATE WEALTH ADVISORS
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
AMERISERV WEALTH ADVISORS INC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
WEALTH ADVISORS NETWORK, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
ASPIRE FINANCIAL, INC.

Investors

PAUL WILLIAM HOPE
CHRISTOPHER GERALD FLEEGLE
PAUL SAMUEL CARPENTER
Lisa Marie Wagerer
WILLIAM HOWARD WEBER
KAYLA M PUCHKO-STEPHENSON
FRANK JOSEPH LAPINSKY
RONALD MICHAEL SHOSTEK
ERIC SCOTT LUDY
Joseph Elmer Ford
COLT AUSTIN MCKELVEY
GUNNAR NATHAN LAASANEN
ETHAN FITZGERALD STEWART
DON CLAY HALL
Christine Timura
BRIAN KEITH SCALETTA
RYAN F BRANDON
DONNA MARIE CHRISTOPHER
JENNIFER R WOOLEVER
Randolph I. Vance
SAMUEL JOSEPH CATANESE
STACIE HICKMAN
BARRY LEWIS THOMAS
TIMOTHY PATRICK SCANLAN
Collin Seymour
Randy William Seymour
CLARK M HOSTETTER
WILLIAM JOHN MULHEARN
PATRICK EUGENE LONG
THOMAS PATRICK CRISTE
MARK DONALD SETH
MITCHELL ROBERT CABLE

Within 25 miles of Dunlo, PA, Best Investors lists 32 registered investment advisory firms with 89 offices nearby, managing about $5.05T in combined regulatory AUM across 757,442 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 Dunlo

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