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Best financial advisors in Grand Valley, PA

Registered advisers within 25 miles of Grand Valley, PA.

Offices
26
Firms
18
Combined AUM
$4.21T
Firm-wide filings, not assets booked only here
Clients
596K
595,719 clients when Item 5C has a number
Avg / client
$7.07M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
JANNEY MONTGOMERY SCOTT LLC
&PARTNERS
ONESEVEN
MILLENNIAL ADVISERS, LLC.
KESTRA ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
AVISO WEALTH MANAGEMENT
GLADSTONE WEALTH PARTNERS

Investors

WILLIAM ARTHUR EMMINGER
Dustin James Kingsley
Chance Schmader
SARAH CHRISTINE IRWIN
Jessica D Walters
Kenneth S Bodamer
Michael David Watson
Gary Mark Barnes
David M Garres
ROGER A BURLINGAME
ALYSSA LEIGH PRETTYMAN-ION
Howard Thomas Gierling
Thomas Adam Kadylak
STEPHEN PAUL UZONYI
DAVID JAMES GUNTER
CASIMIR JOSEPH KARNISH
Donna Jean Rapp
KODIE SHANE EARP
Deborah Christine Thompson
THOMAS RAYMOND SKELTON
Lori Leigh Sibble
Chad Stephen Skoch
Halle Nicole Veltri
GRAYSON J FOLEY
MIRANDA DAWN MUNKSGARD
LAURA BETH AHL
DARRELL R BEAHON
DANIEL LEE HALLE
PAUL JOSEPH CARDINALE
JASON KENNETH RAFALSKI
BRENDA LEE PEPPER
JOHN ANTONIO PALMIERI
DAVID L CLOSE
Margo Caroline Dowd

Within 25 miles of Grand Valley, PA, Best Investors lists 18 registered investment advisory firms with 26 offices nearby, managing about $4.21T in combined regulatory AUM across 595,719 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 Grand Valley

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 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM 8 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM