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Best financial advisors in Holbrook, PA

Registered advisers within 25 miles of Holbrook, PA.

Offices
51
Firms
27
Combined AUM
$4.21T
Firm-wide filings, not assets booked only here
Clients
1.23M
1,233,436 clients when Item 5C has a number
Avg / client
$3.41M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
UNITED BROKERAGE SERVICES, INC
TRUIST ADVISORY SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PNC WEALTH MANAGEMENT LLC
KEY INVESTMENT SERVICES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WESBANCO SECURITIES, INC.

Investors

Lex Javaughn Singleton
SCOTT LANG LINVILLE
BRIAN PATRICK DEAN
Jonathan Eric Schnell
Angela Jean Holdsworth
DOUGLAS SCOTT DAVIS
PATRICIA LYNN WATSON
KENNETH SHAY FULTZ
KRISTAL GAIL WAYBRIGHT
MICHAEL ANGELO OLIVERIO
DONALD COREY FRENZ
MARY ELIZABETH GOODMAN
PATRICK EDWARD AARON
MICHAEL OATES
CHARLES LABRITZ
JORDAN BAKER
SHAWN A WENDEL
BRIAN MATTHEW PATTON
JASON EMIL KUNDIS
LINDA SUE WELLINGTON
Hannah Snyder
KENNETH MARX
F. JOSEPH MARSH
JOHN JOSEPH SNYDER
ROBERT MICHAEL HOLLICK
Gregory Grant Simons
Hayden Thomas Mason
William Ryan Mason
TERRY JOSEPH MARYNCHAK
THOMAS JOSEPH BEGLEY

Within 25 miles of Holbrook, PA, Best Investors lists 27 registered investment advisory firms with 51 offices nearby, managing about $4.21T in combined regulatory AUM across 1,233,436 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 Holbrook

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM