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Best financial advisors in Houtzdale, PA

Registered advisers within 25 miles of Houtzdale, PA.

Offices
25
Firms
13
Combined AUM
$3.01T
Firm-wide filings, not assets booked only here
Clients
393K
393,406 clients when Item 5C has a number
Avg / client
$7.65M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BROOKSTONE WEALTH ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
LUCHINI FINANCIAL LLC
PFS INVESTMENTS INC.
ONESEVEN
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC

Investors

SHARON JANE PUSEY
GREGORY ALLEN KORN
KEITH MARTIN FOLMAR
ROBERT JOSEPH BOZOVICH
BUD IVAN BOOM
RANDY LEE MILES
Ryan James Holtz
MATTHEW RYAN HOLTZ
BRIAN JAMES SIMANSKI
MARINA DANIELLE STEPHENS
WALTER J SEDLOCK
CRAIG M KILMER
ROBERT ELWOOD DONLAN
ROY GERARD CASPER
RICHARD R. LUCHINI
THERESA M RILEY
KEITH RICHARD BECKER
BRIAN MORROW KELLY
STEPHEN PAUL SHAFFER
GEORGE FRANK DELBAGGIO
ANDREW JOSEPH BOYD
MICHAEL JOSEPH ECKENRODE
KIRK JAMES BASER
John Francis Fiore
MICHAEL BRIAN IRWIN
ERIC ROBERT IRWIN
BRIAN DAVID HALL
Timothy Gordon Melbinger
JOHN EDWARD FLEMING
JOSEPH VINCENT ZERBEE
JOHN JOSEPH ZERBEE
CLIFFORD ROBERT CASHMAN
WADE E CURRY
DAVID ROBERT NEUMANN
LAN YANG

Within 25 miles of Houtzdale, PA, Best Investors lists 13 registered investment advisory firms with 25 offices nearby, managing about $3.01T in combined regulatory AUM across 393,406 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 Houtzdale

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM