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Best financial advisors in La Belle, PA

Registered advisers within 25 miles of La Belle, PA.

Offices
200
Firms
80
Combined AUM
$12.6T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,816,616 clients when Item 5C has a number
Avg / client
$4.49M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC
BOATMAN WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
MILINOVICH & CO., INC
STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
KEY INVESTMENT SERVICES LLC
UNITED BROKERAGE SERVICES, INC
OSAIC WEALTH, INC.
JANNEY MONTGOMERY SCOTT LLC

Investors

James Alan Gwyer
Michael Kanalis
Chad Michael Novotney
WILLIAM H HECKLICK
LISA HEGYES
DANIEL ODONNELL
GARY WILLIAM BOATMAN
CARLY J JENKINS
MICHAEL ANDREW MILINOVICH
Joshuah Allan Dains
CHARLES LUCIAN CARNAHAN
Molly Elizabeth Grandel
SHELBY NICOLE STILWELL
Daniel Lee Sickelsmith
JEFFREY BRYAN WIDDUP
Thomas Steven Fetsko
LUKAS Richard GOEHRING
TODD EDWARD LOYAL
TIFFANY R. GUITTAP
LAUREN ELIZABETH YOHMAN
Derek A Murray
MARK ANDREW KOVACS
MELODY ANN COLE
LAURA JEAN WILLIAMS
John F Coleman
JEFFREY DANIEL COSTELNOCK
LISA MICHELLE RITSKO
TIMOTHY R BROWN
CHRISTOPHER JOSEPH FILICKY
Michael Stephen Tetteris
Angela R Danko
Kristin Bernard
MELISSA JEANINE HERRON
GEREMY LEE HOOVER

Within 25 miles of La Belle, PA, Best Investors lists 80 registered investment advisory firms with 200 offices nearby, managing about $12.6T in combined regulatory AUM across 2,816,616 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 La Belle

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM