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Best financial advisors in Marianna, PA

Registered advisers within 25 miles of Marianna, PA.

Offices
198
Firms
79
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,742,342 clients when Item 5C has a number
Avg / client
$4.45M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CITIZENS SECURITIES, INC.
BOATMAN WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
CARNEGIE INVESTMENT COUNSEL
BRAUN-BOSTICH & ASSOCIATES INC.
HORNOR, TOWNSEND & KENT, LLC
LPL ENTERPRISE, LLC
ILG PRIVATE WEALTH, INC.
PRINCIPAL SECURITIES, INC.

Investors

Joseph Neil Headlee
Joseph Neil Headlee
Chad Michael Novotney
WILLIAM H HECKLICK
JAMES CLAIR MORROW
MARK RICHARD JUZWA
LISA HEGYES
GARY WILLIAM BOATMAN
CARLY J JENKINS
LUKAS Richard GOEHRING
MICHAEL JON BUDINSKY
DANIEL ODONNELL
ROBERT C. BLOUGH
Michael James Curry
DOUGLAS MATTHEW WARZINSKI
JASON MICHAEL MESSICK
AMY JO BRAUN-BOSTICH
CASSANDRA LYNN KIRBY
Tammy Lynn Pompei
DOUGLAS GEORGE BOSTICH
JOSHUA REED STEIN
MELISSA JEAN STEIN
Joseph McCarrell Piszczor
Stephen Douglas Cooper
Julia Marie McDaniel
EDWARD ROBERT CEHELSKY
KENNETH SCOTT RAYMOND
Karen Ann Iannucci
JOHN HOWARD IANNUCCI
ELIZABETH ANNE LEY

Within 25 miles of Marianna, PA, Best Investors lists 79 registered investment advisory firms with 198 offices nearby, managing about $12.2T in combined regulatory AUM across 2,742,342 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 Marianna

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM