Best financial advisors in Lakeville, PA

Registered advisers within 25 miles of Lakeville, PA.

Offices

90

Firms

36

Combined AUM

$9.26T

Firm-wide filings, not assets booked only here

Clients

2.61M

2,612,740 clients when Item 5C has a number

Avg / client

$3.54M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

897 Drinker Tpke
Covington Twp, PA 18444

16.1 miles away

PNC WEALTH MANAGEMENT LLC

533 MAIN STREET
PECKVILLE, PA 18452

16.8 miles away

MML INVESTORS SERVICES, LLC

27 Depot Street
Peckville, PA 18452

16.8 miles away

LPL FINANCIAL LLC

1310 CHURCH STREET
MOSCOW, PA 18444

16.9 miles away

LPL FINANCIAL LLC

307 BETTY ST, STE 3
EYNON, PA 18403

17.2 miles away

CETERA INVESTMENT ADVISERS LLC

102 SPARTAN DRIVE
THROOP, PA 18512

17.7 miles away

AE WEALTH MANAGEMENT, LLC

200A Tigue Street
Dunmore, PA 18512

17.9 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

38 Harriet Dr
Spring Brook Twn, PA 18444

17.9 miles away

LPL FINANCIAL LLC

1813 MAIN ST
BLAKELY, PA 18447

18.3 miles away

CETERA INVESTMENT ADVISERS LLC

1601 MAIN ST
DICKSON CITY, PA 18447

18.4 miles away

FLYNN FINANCIAL, LLC

2812 SCRANTON CARBONDALE HIGHWAY SUITE 100
BLAKELY, PA 18447

18.5 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

13 Walzer Lane
Scott Twp., PA 18433

18.6 miles away

LPL FINANCIAL LLC

760 EAST DRINKER ST
DUNMORE, PA 18512

18.7 miles away

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

1202 MEADE STREET
DUNMORE, PA 18512

18.8 miles away

LPL FINANCIAL LLC

1202 MEADE ST
DUNMORE, PA 18512

18.8 miles away

WELLS FARGO CLEARING SERVICES, LLC

1105 O'NEIL HIGHWAY
DUNMORE, PA 18512

18.8 miles away

LPL FINANCIAL LLC

1230 O'NEIL HIGHWAY
DUNMORE, PA 18512

18.8 miles away

LPL FINANCIAL LLC

533 E. DRINKER STREET
DUNMORE, PA 18512

EDWARD JONES

1000 Meade Street Suite 203
DUNMORE, PA 18512

19.3 miles away

COMMONWEALTH FINANCIAL NETWORK

203 North Blakely Street
Dunmore, PA 18512

19.3 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

PNC WEALTH MANAGEMENT LLC

MML INVESTORS SERVICES, LLC

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

AE WEALTH MANAGEMENT, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

FLYNN FINANCIAL, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

WELLS FARGO CLEARING SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

Investors

JEFFREY MICHAEL RYAN

SALVATORE B SCHIAVONE

Nicholas Aaron Weschler

DAVID JOSEPH PATCHCOSKI

Tyler Stephen Armillay

JUSTIN PATCHCOSKI

JOHN WILLIAM LEWIS

BERNARD ALBERT FAGNANI

Christopher Paul Scalese

ROBERT PAUL KUDRICH

TORIE JAMES YODER

THOMAS JAMES FIORELLI

ROBERT FRANCIS CASELLI

Brian Thomas Weber

LOUIS PATRICK MICKAVICZ

JON THOMAS FLYNN

RONALD FAIR PAULL

KIMBERLY ANN SANTARSIERO

CHRISTOPHER M ALBRIGHT

ROBERT GLENN SCHULTZ

JOSEPH MICHAEL ALU

Kathleen Jane Tatulli

Michael J. Papi

Zachary Kalinoski

BRYAN ADAM KUPCHIK

ASHLEY NELL HULES

William Donald Portanova

LOUIS PAUL INGARGIOLA

Within 25 miles of Lakeville, PA, Best Investors lists 36 registered investment advisory firms with 90 offices nearby, managing about $9.26T in combined regulatory AUM across 2,612,740 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 Lakeville

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