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Best financial advisors in Huntingdon, PA

Registered advisers within 25 miles of Huntingdon, PA.

Offices
110
Firms
48
Combined AUM
$9.66T
Firm-wide filings, not assets booked only here
Clients
1.71M
1,713,051 clients when Item 5C has a number
Avg / client
$5.64M
Combined AUM ÷ clients

Nearby offices

Firms

PACKERLAND BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
WEALTHKARE.COM, INC.
AGSM VENTURES, LLC
ASSETMARK, INC.
CREATIVE PLANNING
J. W. COLE ADVISORS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

JO ANNA SWOPE
ZACHARY DANIEL STERE
Justin Todd Garber
Dylan Clarence Wentzel
CHASE Randolph ROHRER
Justin Gibboney
Brayden Thomas Border
Gary Michael Moyer
JASON DAVID MILLER
DAVID GLENN MILLER
JEFFREY TODD HAYES
CHRISTOPHER JAY HEASTER
Cinnamon Ann Colony-Chatman
BRUCE JEHU SMITH
NATHAN JOHN CHATMAN
BRUCE JEHU SMITH
Elijah Charles Attlesperger
Preston Lee Sharp
JEFFREY PEYTON WILDERMUTH
BRIAN EDWARD GUGLIELMI
Eric Eugene Updegrove
Richard P Branco
RUBIN PAUL NICHOLS
TRACEY JO CHILDERS-GUMMO
THEODORE JOHN OYLER
Stephanie Dorothy Bell
Alicia Marie Moore
NICHOLAS SAMUEL ACCORDINO
BUD IVAN BOOM
RANDY LEE MILES
AMANDA LYNNE JENKINS

Within 25 miles of Huntingdon, PA, Best Investors lists 48 registered investment advisory firms with 110 offices nearby, managing about $9.66T in combined regulatory AUM across 1,713,051 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 Huntingdon

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM