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Best financial advisors in Linesville, PA

Registered advisers within 25 miles of Linesville, PA.

Offices
40
Firms
16
Combined AUM
$3.99T
Firm-wide filings, not assets booked only here
Clients
755K
755,064 clients when Item 5C has a number
Avg / client
$5.29M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
BROOKHOUSE ADVISORS
JANNEY MONTGOMERY SCOTT LLC
PNC WEALTH MANAGEMENT LLC
CITIZENS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC

Investors

Deborah Ann Obenrader
RANDY ALAN SHAFFER
EVAN REID GERBER
Matthew Robert Stearns
Ryan Messenger
Nicholas Anthony Rinella
Michael Charles Mahoney
TYLER E GRAHAM
Gregory Curtis
Richard Wayne Laird
MEGHAN LEIGH STONE
Joshua Jordan Chiesa
Todd Erdos
WILLIAM DOUGLAS MCCULLOUGH
ALEXANDER WEIR
Daniel Jack Malyuk
JAMES E. OAKES
TIMOTHY DAVID RIGGS
ANDREW JAMES ALEXANDER
Katherine Lynn White-Hartman
CAROLYN JEAN TEWELL
DANIEL PHILLIP WILLIAMS
DAVID LOUIS ASTRY
RICHARD DOWNING SEIDEL
Robert G Brest
Andrew H Eshelman
Jacob Eshelman
JON P GLINK
JOSHUA J GOTTRON
NATHAN ALAN SMITH

Within 25 miles of Linesville, PA, Best Investors lists 16 registered investment advisory firms with 40 offices nearby, managing about $3.99T in combined regulatory AUM across 755,064 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 Linesville

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM