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Best financial advisors in Marienville, PA

Registered advisers within 25 miles of Marienville, PA.

Offices
27
Firms
15
Combined AUM
$3.04T
Firm-wide filings, not assets booked only here
Clients
327K
326,573 clients when Item 5C has a number
Avg / client
$9.32M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
&PARTNERS
AVISO WEALTH MANAGEMENT
GLADSTONE WEALTH PARTNERS
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC

Investors

PAUL JOSEPH CARDINALE
JASON KENNETH RAFALSKI
BRENDA LEE PEPPER
GRAYSON J FOLEY
JOHN ANTONIO PALMIERI
DAVID L CLOSE
Margo Caroline Dowd
Nicholas VanDamia
TIMOTHY LAMAR HOLTER
FRANK ROBERT ZOCCO

Within 25 miles of Marienville, PA, Best Investors lists 15 registered investment advisory firms with 27 offices nearby, managing about $3.04T in combined regulatory AUM across 326,573 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 Marienville

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM 6 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 &PARTNERS 535 advisers $30.3B AUM