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Best financial advisors in Greeley, PA

Registered advisers within 25 miles of Greeley, PA.

Offices
31
Firms
13
Combined AUM
$4.09T
Firm-wide filings, not assets booked only here
Clients
430K
430,148 clients when Item 5C has a number
Avg / client
$9.51M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
CENTAURUS FINANCIAL, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BIONDO INVESTMENT ADVISORS LLC

Investors

MICHAEL PECHERSKY
JOHN RICHARD FISHER
ERIC JOHN ODELL
JEREMY J PATTEN
JAMES MURRAY GARDAS
Thomas G Regenski
GEORGE JOHN LEGAKIS
AMY ELIZABETH SPORER
ANTHONY J CAPRISTO
MATTHEW DWAYNE ANDERSON
Kelly Marie Fischer
Michael Joseph Krupa
Benjamin Chase Burkhardt
THOMAS F SPORER
CYNTHIA ANN GALLOWAY
Gordon Rhoads
Joseph W Adams
JONATHAN G SHEARD
Andrew Joseph Sheard
WILLIAM JAMES CARMODY
TIMOTHY MICHAEL SMITH
JOHN GERARD MCMULLEN
RICHARD EDWIN JOHN
Holly Methfessel Ginas
PETER VINCENT SMITH
MATTHEW THORNE NEWMAN
GEORGE STEWARD SIRACUSE
W KENT EARLY
Keith W Camire
ALEXANDRA GENE TALLMAN-VIGILANTE
JENNIFER L JARVIS
CASEY HUNTER PISANO
ARIEL F KOSCO
Luke Allen Barbalich
Joseph William Daly
KARL AUGUSTUS WAGNER
JOSEPH PETER BIONDO
SCOTT ALAN GOGINSKY
NICOLE ANN DUTKUS
JOSEPH RALPH BIONDO
GENEVIEVE CATHERINE SULLIVAN-CORNELL
RYAN M NAMIOTKA

Within 25 miles of Greeley, PA, Best Investors lists 13 registered investment advisory firms with 31 offices nearby, managing about $4.09T in combined regulatory AUM across 430,148 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 Greeley

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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM