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Best financial advisors in Floreffe, PA

Registered advisers within 25 miles of Floreffe, PA.

Offices
750
Firms
253
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,266,744 clients when Item 5C has a number
Avg / client
$5.53M
Combined AUM ÷ clients

Nearby offices

Firms

THE HUNTINGTON INVESTMENT COMPANY
CETERA INVESTMENT ADVISERS LLC
EQUITABLE ADVISORS, LLC
PLANMEMBER SECURITIES CORPORATION
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
CITIZENS SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
M.P. COLLINS WEALTH ADVISOR ALLIANCE, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
COMMONWEALTH FINANCIAL NETWORK
SALCEDO FINANCIAL SERVICES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Richard Matthews
DEAN ALLEN PONTERIO
ANTHONY CHRISTOPHER CAMPANO
John D Conway
PRADEEP KARUNANIDHI
Alec Lacinski
Tyler Blake
NICHOLAS EDWARD CORTAZZO
WILLIAM JOHN YOUNG
BRIAN CHRISTOPHER SIMON
Jacob Imling
Nicholas Maue
JOSHUA JOSEPH BELL
JOSHUA EDWARD MEYER
BRITTANY ANN BYRNE
DAVID RICHARD PRIORE
MATTHEW PATRICK COLLINS
GILBERT E. DAVIS
JOHN GEORGE KESICH
DENNIS ARTHUR DELUCA
Matthew James Salcedo
KEVIN RICHARD ROSE
RICHARD ROBERT ROSE
CRAIG WILSON BAUM
Ashley M Frazier

Within 25 miles of Floreffe, PA, Best Investors lists 253 registered investment advisory firms with 750 offices nearby, managing about $18.1T in combined regulatory AUM across 3,266,744 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 Floreffe

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 MELLON INVESTMENTS CORPORATION $874B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM