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Best financial advisors in Fredonia, PA

Registered advisers within 25 miles of Fredonia, PA.

Offices
99
Firms
39
Combined AUM
$5.09T
Firm-wide filings, not assets booked only here
Clients
620K
619,694 clients when Item 5C has a number
Avg / client
$8.21M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
&PARTNERS
PNC WEALTH MANAGEMENT LLC
ONESEVEN
OSAIC INSTITUTIONS, INC.
EDWARD JONES
CONFLUENCE FINANCIAL PARTNERS
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.

Investors

RICHARD A ANGOTT
William Joseph Fry
MICHAEL ROBERT KRISUK
MICHAEL ARTHUR BRUNO
JOHN BRYAN REDMOND
DIANE GARDNER
DAVID KARL WRIGHT
MATTHEW JONATHON DAILEY
DONALD GENE REED
GRANT JEFFREY ABRAMS
JESSE B TATTERSON
EDWIN JOSE TORRES
MELISSA ANN BROERMAN
JOHN PATRICK POTTER
CATHLEEN LOUISE BEATRICE
CATHALEEN ANN FINN
Marion Gale Bridegam
Melissa L Cogswell
Victoria Dorene Whelan
BRIAN LEE TAYLOR
Joshua Adam Schroder
TIMOTHY DAVID CASHDOLLAR
Thomas James Fitzsimmons
STEVEN R HYKES
SOPHIA COSETTE KANN
Eric William Montgomery
RANDALL JACK HOLCOMBE
DAVID OLIVER CASHDOLLAR
Craig Matthew Denman
ANTHONY LOUIS DEMICHELE
LUCAS R MICHAEL
RONALD ALLEN PETERS
GREGORY ALAN LISZKA
RANDY ALAN SHAFFER
EVAN REID GERBER
Robert Curtis Hoy
Deborah Ann Obenrader
Ronald Joseph Esposito
EUGENE WALTER GABRIEL

Within 25 miles of Fredonia, PA, Best Investors lists 39 registered investment advisory firms with 99 offices nearby, managing about $5.09T in combined regulatory AUM across 619,694 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 Fredonia

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM