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Best financial advisors in Lake Lynn, PA

Registered advisers within 25 miles of Lake Lynn, PA.

Offices
59
Firms
25
Combined AUM
$3.97T
Firm-wide filings, not assets booked only here
Clients
765K
765,480 clients when Item 5C has a number
Avg / client
$5.19M
Combined AUM ÷ clients

Nearby offices

Firms

UNITED BROKERAGE SERVICES, INC
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THE HUNTINGTON INVESTMENT COMPANY
EDWARD JONES
ELM CAPITAL MANAGEMENT LLC
WESBANCO SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
JANNEY MONTGOMERY SCOTT LLC
CETERA INVESTMENT ADVISERS LLC

Investors

BRIAN PATRICK DEAN
Jonathan Eric Schnell
Zackary Thomas Nicholson
TIFFANY MARIE OSMAN
Baylee J Dunham
KENNETH SHAY FULTZ
KRISTAL GAIL WAYBRIGHT
Trenton Manning Bailey
JEFFREY A. BAILEY
LAURA CATHERINE HOWE
Isaiah Reed Simon
GREGORY SCOTT MCCOY
VENETIA MARCENE ABULABAN
Brian Christopher Kurcaba
Trina Miller Browning
LOUIS PELLICCIONI
BRICE LOUIS PELLICCIONI
David Frederick Weigand
GEORGE SCOTT SWEENEY
Matthew Michael McLaughlin
Janet Louise Morris
JASON EMIL KUNDIS
Hayden Thomas Mason
William Ryan Mason
Lex Javaughn Singleton
RANDAL CHARLES FIELDS
JUSTIN ANTHONY REVAK
HEIDI GUM
Cameron David Miller
Daniel Lee Sickelsmith
TODD EDWARD LOYAL
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
TIFFANY R. GUITTAP

Within 25 miles of Lake Lynn, PA, Best Investors lists 25 registered investment advisory firms with 59 offices nearby, managing about $3.97T in combined regulatory AUM across 765,480 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 Lake Lynn

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 327 clients · 1,026 advisers $122B AUM