Best financial advisors in Lewistown, PA

Registered advisers within 25 miles of Lewistown, PA.

Offices

81

Firms

45

Combined AUM

$9.19T

Firm-wide filings, not assets booked only here

Clients

1.71M

1,708,425 clients when Item 5C has a number

Avg / client

$5.38M

Combined AUM ÷ clients

Nearby offices

AMERIPRISE FINANCIAL SERVICES, LLC

21 S WAYNE ST
LEWISTOWN, PA 17044

MML INVESTORS SERVICES, LLC

115 SOUTH MAIN STREET
LEWISTOWN, PA 17044

THRIVENT INVESTMENT MANAGEMENT INC.

507 S. MAIN ST.
LEWISTOWN, PA 17044

BROOKSTONE WEALTH ADVISORS, LLC

407 Electric Avenue
Lewistown, PA 17044

STATE FARM INVESTMENT MANAGEMENT CORP.

324 S Logan Blvd
Burnham, PA 17009

EDWARD JONES

224 NORTH LOGAN BLVD SUITE 240
BURNHAM, PA 17009

CETERA INVESTMENT ADVISERS LLC

4417 E MAIN STREET SUITE 4
BELLEVILLE, PA 17004

CETERA INVESTMENT ADVISERS LLC

100 COMMERCE DRIVE
MILROY, PA 17063

CETERA INVESTMENT ADVISERS LLC

146 STONEY CREEK DRIVE SUITE 2
MIFFLINTOWN, PA 17059

LPL FINANCIAL LLC

1762 BUTCHER SHOP ROAD
MIFFLINTOWN, PA 17059

11.7 miles away

LPL FINANCIAL LLC

105 W. MAIN ST.
BOALSBURG, PA 16827

17.2 miles away

MML INVESTORS SERVICES, LLC

3949 SOUTH ATHERTON STREET
STATE COLLEGE, PA 16801

17.9 miles away

ABUNDANCE WEALTH COUNSELORS, LLC

232 REGENT COURT
STATE COLLEGE, PA 16801

18.6 miles away

NESTLERODE & LOY, INC.

110 REGENT COURT, SUITE 202
STATE COLLEGE, PA 16801

18.7 miles away

NESTLERODE & LOY, INC.

110 REGENT COURT SUITE 202
STATE COLLEGE, PA 16801

18.7 miles away

VICUS CAPITAL, INC.

476 ROLLING RIDGE DRIVE SUITE 315
STATE COLLEGE, PA 16801

18.8 miles away

VICUS CAPITAL, INC.

476 ROLLING RIDGE DRIVE SUITE 333
STATE COLLEGE, PA 16801

18.8 miles away

VICUS CAPITAL, INC.

476 Rolling Ridge Drive, Suite 333
State College, PA 16801

18.8 miles away

VICUS CAPITAL, INC.

476 Rolling Ridge Drive, Suite 315
State College, PA 16801

18.8 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

475 ROLLING RIDGE DR
STATE COLLEGE, PA 16801

18.8 miles away

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

MML INVESTORS SERVICES, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

BROOKSTONE WEALTH ADVISORS, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

ABUNDANCE WEALTH COUNSELORS, LLC

NESTLERODE & LOY, INC.

VICUS CAPITAL, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Becca Mae Doyle

Lauren Elisabeth Naylor

JAMES REX NAYLOR

MATTHEW SCOTT WALTERS

Clinton Shane Imes

STEVEN EUGENE BOYER

ISAIAH MICHAEL WAGNER

Victor Glenn Yoder

Daniel R Corbett

Preston Lee Sharp

MALCOLM ROGER PARKS

Megan Danielle Dietz

ADAM ELIOT TRUITT

JONATHAN F KING

DANIEL GERARD AIELLO

DARYL ROBERT SCHAFER

DOMINIC JOSEPH AIELLO

Jared Kirk Lourdon

WILLIAM MARTIN LIBERMAN

BRET JOSEPH BUTERBAUGH

BRAD EMORY BUTERBAUGH

MICHAEL JAMES WEAVERLING

CHRIS SPYKER HOSTERMAN

SCOTT ABRAHAM MARTIN

ERIC MICHAEL TOGGART

MARK ANTHONY THOMAS TAVERNO

PATRICK ALAN MCDONOUGH

ADDISON BARTLETT

KYLE EMORY BUTERBAUGH

Kyle J Funkhouser

WILLIAM HARRY MARTIN

TERRY RICHARD VARNER

CHARLES ELWOOD DREIBELBIS

DAVID MICHAEL BECKER

ROBERT MARK MEANS

MARK JOSEPH WASIKONIS

Ryan Charles Isenberger

Toner Shaw Corl

MARTIN ANTHONY WILDY

AARON R KRASNEY

Ann Leslie Mallison

Matthew McGloin

AARON MICHAEL HUEY

GEOFFREY PATRICK CABER

DEREK WADE VARNER

JAMIE LEE FELKER

JOHN JAMES SCHAFFER

RICHARD FRANK DEFLURI

Jeffrey Malcolm Weatherford

DOREEN LEONA KOLENO

BENJAMIN WESTPHAL PAYNE

ROBERT HENRY PFAHL

DAVID L ROSENBLATT

ROBERT JOHN HINSON

JENNIFER A NEWMAN

JEFFERY JOSEPH CLOSZ

KIMBERLI JEAN CASNER

Justin Blankenship

GLENN HERMAN WILLIAMS

RANDY THOMAS HOOVER

JOHN FREDERICK STRAUB

JOHN CHRISTOPHER CORSO

LAINEY MAE HAUSER

Gretchen Elizabeth Young

Hayden Davidson

JACQUELINE NYREE CLARK WIGFIELD

SUSAN BROWN RUMBAUGH

Robert J. Radzwich

MATTHEW SHETLER

Sarah Ellen Oseroff

PAMELA A HASSINGER

JAMES PATRICK STAGER

Nina Lee Cowart

Eric Michael Gaspich

Jamie Beth Stocker Tabaka

Brittany J Shulman

Thomas Gabriel McKeon

Cynthia Karcher

STEPHANIE JOAN THOMPSON

Mary Beth Burket

Within 25 miles of Lewistown, PA, Best Investors lists 45 registered investment advisory firms with 81 offices nearby, managing about $9.19T in combined regulatory AUM across 1,708,425 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 Lewistown

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