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Best financial advisors in Knox, PA

Registered advisers within 25 miles of Knox, PA.

Offices
26
Firms
13
Combined AUM
$3.78T
Firm-wide filings, not assets booked only here
Clients
344K
343,618 clients when Item 5C has a number
Avg / client
$11.0M
Combined AUM ÷ clients

Nearby offices

Firms

LINCOLN INVESTMENT
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
MCKINLEY FINANCIAL

Investors

Kenneth Edward Bonus
Matthew Reitz
Aaron Bussard
Teri Alayne Stitzinger
MARK STEVEN MCKINLEY
LOGAN LEE REED
NICHOLAS NOSKER
SAMUEL ARTHUR MCKINLEY
Samuel Lee Whitling

Within 25 miles of Knox, PA, Best Investors lists 13 registered investment advisory firms with 26 offices nearby, managing about $3.78T in combined regulatory AUM across 343,618 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 Knox

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM