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Best financial advisors in Lairdsville, PA

Registered advisers within 25 miles of Lairdsville, PA.

Offices
71
Firms
32
Combined AUM
$9.50T
Firm-wide filings, not assets booked only here
Clients
1.07M
1,069,234 clients when Item 5C has a number
Avg / client
$8.89M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUSTMONT ADVISORY GROUP, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
ALLSTATE FINANCIAL ADVISORS, LLC
LINCOLN INVESTMENT
GWN SECURITIES INC.
PRINCIPAL SECURITIES, INC.

Investors

GREGORY JASON BELL
JOHN MICHAEL MACHAK
LAUREN H MCDONALD
RICHARD CLAIR MEGARGELL
JASON MATTHEW DUGAN
Derek Scott Snyder
CHASE GREGORY SNYDER
Andrew Robert Newcomb
Keely Swartwood
DEAN ROLAND SHOWERS
MATTHEW EARL BEAGLE
Tammy L Rupert
CHRISTINE MARIE SLEBODA
Sherri Lyn Huber
Steven D Bair
MICHAEL V MAURO
WILLIAM JOSEPH MAURO
Jared Sidney Cromley
Keeyan Ryley Zimmerman
LYNN CHARLES APPELMAN
ALISSA LYNNE CONKLIN
KAREN LEE BOTTORF
Jack Howell
PAUL MICHAEL MACCRORY
CHRISTOPHER RAYE HOWELL
James Andrew Makal
Kimberly Irene Heimbach
DAVID GARY SAUL
Alexander Nole
Ben Oliver Moore
BRENT WESLEY TRAUGH
BETSY L. COSTANZA
JAMES ROBERT MCCANN

Within 25 miles of Lairdsville, PA, Best Investors lists 32 registered investment advisory firms with 71 offices nearby, managing about $9.50T in combined regulatory AUM across 1,069,234 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 Lairdsville

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM