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Best financial advisors in Fairmount Cty, PA

Registered advisers within 25 miles of Fairmount Cty, PA.

Offices
25
Firms
15
Combined AUM
$3.25T
Firm-wide filings, not assets booked only here
Clients
407K
406,967 clients when Item 5C has a number
Avg / client
$8.00M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
JANNEY MONTGOMERY SCOTT LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MCKINLEY FINANCIAL
PRIVATE ADVISOR GROUP, LLC
LPL ENTERPRISE, LLC
OSAIC INSTITUTIONS, INC.
AMERITAS ADVISORY SERVICES, LLC
HAZARD & SIEGEL ADVISORY SERVICES LLC

Investors

Zachary T Garbarino
Linda K Miller
Jonathan Emmett Williams
MATTHEW LYNN WAGLE
JENNIFER MARIE WILLIAMS
Avari Schmader
Kyle Edward Cathcart
Patricia McCall Doverspike
Casey O'Toole
Matthew Harford Lerch
SCOTT C KONWINSKI
Lance Eric Cicciarelli
Lane Allan Cicciarelli
Matthew Reitz
Teri Alayne Stitzinger
Aaron Bussard
MARK STEVEN MCKINLEY
LOGAN LEE REED
NICHOLAS NOSKER
SAMUEL ARTHUR MCKINLEY
Samuel Lee Whitling
MICHAEL BRENT BONNETT
BARBARA ANN STROUP
HAYLEY MARYHELEN HEWLETT
RICHARD VINCENT HEWLETT
SHERRI ANN EADIE
JAMES CROSSLAND QUEEN
MATTHEW PARK BEST
Michael Alan Moore
MARK LUCHESA
ROBERT DAVID MONKELIS
James Henry McConnell
ERIC E BRITTON
MICHAEL ALAN MUMAU
THOMAS MURRAY STEFFEY
Joseph Anthony McGuigan
COURTNEY MARIE CALLAS
JOHN ALEXANDER CALLAS

Within 25 miles of Fairmount Cty, PA, Best Investors lists 15 registered investment advisory firms with 25 offices nearby, managing about $3.25T in combined regulatory AUM across 406,967 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 Fairmount Cty

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM 7 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM