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Best financial advisors in Genesee, PA

Registered advisers within 25 miles of Genesee, PA.

Offices
8
Firms
6
Combined AUM
$2.54T
Firm-wide filings, not assets booked only here
Clients
339K
339,480 clients when Item 5C has a number
Avg / client
$7.47M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
GOYDAS CAPITAL INVESTMENT MANAGEMENT, LLC

Investors

MATTHEW ADAM STROUP
GERALYN MARIE GOUGH
SHAWN FLINT DERRICK
Deborah Catherine Jackson
BRIAN JOSEPH TEVLIN
Ryan Thomas Jones
Edward Kenneth Penner
EDWARD JOHN GOYDAS
SARAH C GOYDAS

Within 25 miles of Genesee, PA, Best Investors lists 6 registered investment advisory firms with 8 offices nearby, managing about $2.54T in combined regulatory AUM across 339,480 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 Genesee

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 GOYDAS CAPITAL INVESTMENT MANAGEMENT, LLC 2 advisers $21.8M AUM