Best Investors Account Sign in

Best financial advisors in Eau Claire, PA

Registered advisers within 25 miles of Eau Claire, PA.

Offices
50
Firms
23
Combined AUM
$6.34T
Firm-wide filings, not assets booked only here
Clients
910K
909,998 clients when Item 5C has a number
Avg / client
$6.96M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
LINCOLN INVESTMENT
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CONFLUENCE FINANCIAL PARTNERS
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROBERT W. BAIRD & CO. INCORPORATED
VIRTUE CAPITAL MANAGEMENT, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC

Investors

Zachary Neil Embry
Craig Steven Caldwell
RONALD ALLEN PETERS
GREGORY ALAN LISZKA
Kenneth Edward Bonus
Craig Matthew Denman
LUCAS R MICHAEL
TIMOTHY DAVID CASHDOLLAR
Thomas James Fitzsimmons
STEVEN R HYKES
SOPHIA COSETTE KANN
Eric William Montgomery
RANDALL JACK HOLCOMBE
DAVID OLIVER CASHDOLLAR
ANTHONY LOUIS DEMICHELE
James Henry McConnell
Marion Gale Bridegam
CATHLEEN LOUISE BEATRICE
CATHALEEN ANN FINN
Amanda Lee Tapager
SANDRA JAZWINSKI YOUNG
ASHLEE REBECCA GOODMAN
JOSHUA DALE KNAPP
DEBBIE L MONTAG-EVANS
AMANDA MCCUE TAYLOR
KENNY CARL MCGEE
ERIK MICHAEL LENYK
Trevor Joel McCance
THOMAS SALISBURY EDWARDS
TODD STEVEN FLEMING
Joshua Henschel
LYRIC FAITH SCHNUR
ERIC MATTHEW MOZUR
EVAN WILLIAM GORSE
WILLIAM JAMES WILSON
JESSICA LEE HORAN
STEVEN NICHOLAS SABO
Lori Leigh Sibble
Chad Stephen Skoch
Halle Nicole Veltri
Michael Clair Dulaney
CHRISTOPHER JAMES SIMMS
JAMES HOWARD WILLIAMS
Michelle Anne Hartzell
JOHN DAVID DANZER
ROBERT DAVID LARKIN
SHAWN M LATSHAW

Within 25 miles of Eau Claire, PA, Best Investors lists 23 registered investment advisory firms with 50 offices nearby, managing about $6.34T in combined regulatory AUM across 909,998 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 Eau Claire

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 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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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