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Best financial advisors in Mansfield, PA

Registered advisers within 25 miles of Mansfield, PA.

Offices
39
Firms
25
Combined AUM
$7.86T
Firm-wide filings, not assets booked only here
Clients
886K
886,142 clients when Item 5C has a number
Avg / client
$8.87M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.M. HITE FINANCIAL LLC
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SOCHA FINANCIAL GROUP, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BURNS MATTESON CAPITAL MANAGEMENT, LLC

Investors

WILLIAM ROSS GOWIN
TYLER ROBERT KREGER
JERAD RYAN ROSENDAHL
Ryan Oswald
JAMES EDWARD DAVIS
Jeffrey Scott Richardson
STACEE RAE HARER
MATTHEW G GEER
Ethan C Landis
Robert Davis Williams
Zachary Zane Rentzel
MATTHEW KIRK LANDIS
JAKOB HITE
Bryan Patrick Gilbert
Noah Kravitz
JONATHAN LORNE KRAVITZ
Jennifer Anderson
Chelsea Noel Landolf
Edward Kenneth Penner
Debra Jean Butters
JOHN HUDSON BRAND
PETER STUART SCHWEIZER
Michelle Socha Vang
MICHAEL ERIC SOCHA
JOLIE McCarthy
MICHAEL CHARLES O'BRIEN
Mira Hailu Martinez
Matthew Smith
NICHOLAS MATHEW LAPUMA
KELLEY LYNN ZIMMERMAN
Nathan Robert Burns
Christopher Nathan Davis
Eric Anthony Sweet
WILLIAM FRANCIS REDDER
WILLIAM BARNUM BURNS

Within 25 miles of Mansfield, PA, Best Investors lists 25 registered investment advisory firms with 39 offices nearby, managing about $7.86T in combined regulatory AUM across 886,142 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 Mansfield

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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM