Best financial advisors in Liberty, PA

Registered advisers within 25 miles of Liberty, PA.

Offices

38

Firms

21

Combined AUM

$8.70T

Firm-wide filings, not assets booked only here

Clients

960K

960,141 clients when Item 5C has a number

Avg / client

$9.07M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

23 East Ave Suite 1
Wellsboro, PA 16901-1605

AMERIPRISE FINANCIAL SERVICES, LLC

19 WALN STREET
WELLSBORO, PA 16901-0977

14.1 miles away

LPL FINANCIAL LLC

90 MAIN ST # 92
WELLSBORO, PA 16901

14.1 miles away

LPL FINANCIAL LLC

50 SOUTH MAIN STREET
MANSFIELD, PA 16933

15.7 miles away

LPL FINANCIAL LLC

15 S. MAIN ST.
MANSFIELD, PA 16933

15.7 miles away

J.M. HITE FINANCIAL LLC

269 MUD CREEK ROAD
TROY, PA 16947

21.5 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

784 Canton Street
Troy, PA 16947

22.8 miles away

LPL FINANCIAL LLC

815 CANTON ST
TROY, PA 16947-1452

22.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1109 W Main St
Troy, PA 16947

22.9 miles away

LPL FINANCIAL LLC

64 ELMIRA STREET
TROY, PA 16947

LPL FINANCIAL LLC

1510 DEWEY AVE
WILLIAMSPORT, PA 17701

23.6 miles away

CETERA INVESTMENT ADVISERS LLC

1140 Sheridan Street
Williamsport, PA 17701

24.2 miles away

LPL FINANCIAL LLC

1412 WASHINGTON BLVD.
WILLIAMSPORT, PA 17701

24.5 miles away

TRUSTMONT ADVISORY GROUP, INC.

1126 WASHINGTON BLVD UNIT D
WILLIAMSPORT, PA 17701

24.5 miles away

EDWARD JONES

1024 Washington Blvd
WILLIAMSPORT, PA 17701

24.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1012 WASHINGTON BOULEVARD
WILLIAMSPORT, PA 17701

24.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

932 WASHINGTON BLVD
WILLIAMSPORT, PA 17701

24.5 miles away

CETERA INVESTMENT ADVISERS LLC

1529 Washington Blvd.
Williamsport, PA 17701

24.5 miles away

MML INVESTORS SERVICES, LLC

1421 EAST THIRD STREET/Box 636 Suite 200
WILLIAMSPORT, PA 17701

24.5 miles away

CETERA INVESTMENT ADVISERS LLC

1610 E THIRD ST
WILLIAMSPORT, PA 17701

24.5 miles away

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

J.M. HITE FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

TRUSTMONT ADVISORY GROUP, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MML INVESTORS SERVICES, LLC

Investors

JAMES EDWARD DAVIS

Jeffrey Scott Richardson

JERAD RYAN ROSENDAHL

WILLIAM ROSS GOWIN

TYLER ROBERT KREGER

Robert Davis Williams

Zachary Zane Rentzel

STACEE RAE HARER

MATTHEW KIRK LANDIS

ASHLEY A MILLER

Steven Robert Thomas Jones

SHELDON DUANE CASTLE

JASON RICHARD ENGEL

MICHAEL MARVIN SCHICK

TIMOTHY EDWARD BENNER

CURTIS GREGORY FAY

BRETT WESLEY GOOD

DANIEL NORMAN LEHMAN

Megan Jo Fisher

Ryan Allen Miller

RYAN THOMAS CIOFFI

JACOB JOHN SEKEL

ROBERT PERLEY CROCKETT

MICHAEL P BARCLAY

Matthew Harry Cardillo

Within 25 miles of Liberty, PA, Best Investors lists 21 registered investment advisory firms with 38 offices nearby, managing about $8.70T in combined regulatory AUM across 960,141 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 Liberty

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