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Best financial advisors in Laporte, PA

Registered advisers within 25 miles of Laporte, PA.

Offices
12
Firms
8
Combined AUM
$2.63T
Firm-wide filings, not assets booked only here
Clients
453K
453,468 clients when Item 5C has a number
Avg / client
$5.80M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
MUTUAL CAPITAL INVESTMENT ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

DEREK ALAN BATZ
GREGORY JASON BELL
JOHN MICHAEL MACHAK
LAUREN H MCDONALD
JASON MATTHEW DUGAN
Derek Scott Snyder
CHASE GREGORY SNYDER
Andrew Robert Newcomb
Keely Swartwood
DEAN ROLAND SHOWERS
RICHARD CLAIR MEGARGELL
Tammy L Rupert
CHRISTINE MARIE SLEBODA
Sherri Lyn Huber
Steven D Bair
MICHAEL V MAURO
WILLIAM JOSEPH MAURO
Austin Tyler Kissinger

Within 25 miles of Laporte, PA, Best Investors lists 8 registered investment advisory firms with 12 offices nearby, managing about $2.63T in combined regulatory AUM across 453,468 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 Laporte

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM