Best Investors Account Sign in

Best financial advisors in Line Mountain, PA

Registered advisers within 25 miles of Line Mountain, PA.

Offices
59
Firms
30
Combined AUM
$3.75T
Firm-wide filings, not assets booked only here
Clients
518K
517,728 clients when Item 5C has a number
Avg / client
$7.25M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
STONEX ADVISORS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRITY ALLIANCE, LLC.
PROSPERA FINANCIAL SERVICES, INC.
EDWARD JONES
ONEASCENT FINANCIAL SERVICES LLC
JANNEY MONTGOMERY SCOTT LLC
CETERA INVESTMENT ADVISERS LLC
HORACE MANN INVESTORS, INC.
AVISO WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

John Wesley Conrad Robinson
MICHAEL GARFIELD TOBASH
NICHOLAS ANTHONY GRIFFITHS
BRIAN CHRISTOPHER SHEDLESKI
MICHAEL DAVID WOYTOWICH
JAMES KIRK WISLOSKI
KIM ELIZABETH CHAPPELL-HAUPT
CHRISTOPHER JAMES KENAWELL
PETER CARLIN STOCKETT
THAYER ROCKWELL POTTER
Melissa A Dayhoff Bratton
BENJAMIN A WILHELM
Michael Jason Miller
David Douglas Betz
STEPHEN ALLEN ENGLE
CHARLES EDWARD SCHLEGEL
CHARLES EDWARD SCHLEGEL
KIMBERLY ANN MARIE BOWER
STEVEN P DECKARD
Charles Howard Straub
Alexander Michael Hoppes
Kayla Jo Welker
CRAIG RUSSELL LAWLER
TOBY JOSEPH KROUSE
Keely Layne Rodarmel

Within 25 miles of Line Mountain, PA, Best Investors lists 30 registered investment advisory firms with 59 offices nearby, managing about $3.75T in combined regulatory AUM across 517,728 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 Line Mountain

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 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM