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Best financial advisors in Lock Haven, PA

Registered advisers within 25 miles of Lock Haven, PA.

Offices
18
Firms
14
Combined AUM
$7.68T
Firm-wide filings, not assets booked only here
Clients
954K
954,333 clients when Item 5C has a number
Avg / client
$8.04M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HUDOCK CAPITAL GROUP
MORGAN STANLEY
JANNEY MONTGOMERY SCOTT LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC INSTITUTIONS, INC.
J. W. COLE ADVISORS, INC.

Investors

HOWARD LE ROY GREGG
JACOB ROSS BILTZ
JASON MATTHEW EBERHART
JOEL EDWARD ZYSSET
ASHLEY A MILLER
Steven Robert Thomas Jones
SHELLEY SUE WHITNACK
WAYNE LEY DIEFFENDERFER
MICHAEL JOSEPH HUDOCK
JOHN DAVID KOLB
AMANDA M PHILLIPS
JOSHUA CHARLES YODER
Amber Lynn Pennycoff
CHRISTINA JEAN CLINE
BARBARA BENNER HUDOCK
SHELBY JEAN MULBERGER
TRACY LYNN HUDSON
Nicholas D Reeder
RHETT HEALY MERCHANT
MARK A HUFFMAN
JOHN MICHAEL FISCHETTI
RODD JACKSON MELZER
Noah A Huffman
Allen W Kiessling
WILLIAM F DANIELS
BRANDY RAE PLOCINSKI
COURTNEY KASENCHAK
John Richard Confer
MATTHEW JOSEPH CRAMER
CHRISTINE MARIE MARRAZZO
Michael Lee Bennett
Philip Sunderland
DEBRA SUE SCHNEIDER
BRENDA LOU KRICK
MICHAEL WILLIAM BUSH
JASON C PHILLIPS
Mitchel B Thomas
LISA Marie CENDOMA
TRACY JEAN COLE
Jesse Y Hayhurst
Robert Lario
Caleb N Harris
GEORGE EDWARD BIERMAN
STEPHEN DERUE LOWE
Aaron Raemore
JAMES OAKLEY MOFF
JARRETT ALLEN JONES
JAKE DANIEL WEBER
DEBRA JEAN MOFF
ANTHONY LOUIS DISALVO
JOSE ANTONIO SERRA
ALLAN ROBERT ROBERTSON
Sydney Jane Robertson
Denise Michele Plankenhorn
RICHARD D. MUTCHLER
DOUGLAS HEATH MCCULLOCH
Mitchell Tyler Hulyo
Amber Jean Malek

Within 25 miles of Lock Haven, PA, Best Investors lists 14 registered investment advisory firms with 18 offices nearby, managing about $7.68T in combined regulatory AUM across 954,333 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 Lock Haven

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM