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Best financial advisors in Masontown, PA

Registered advisers within 25 miles of Masontown, PA.

Offices
64
Firms
29
Combined AUM
$4.00T
Firm-wide filings, not assets booked only here
Clients
826K
826,110 clients when Item 5C has a number
Avg / client
$4.84M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
WESBANCO SECURITIES, INC.
MML INVESTORS SERVICES, LLC
EDWARD JONES
ELM CAPITAL MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THE HUNTINGTON INVESTMENT COMPANY
UNITED BROKERAGE SERVICES, INC
EQUITABLE ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
MILINOVICH & CO., INC

Investors

Angela Jean Holdsworth
DOUGLAS SCOTT DAVIS
PATRICIA LYNN WATSON
Travis Lee Maraney
MICHAEL OATES
CHARLES LABRITZ
JORDAN BAKER
SHAWN A WENDEL
THOMAS JOSEPH BEGLEY
ANTHONY ABRUZZINO
Gregory Grant Simons
ROBERT PAUL HOSKIN
JOSHUA DAVID SOWARDS
Trenton Manning Bailey
JEFFREY A. BAILEY
Brian Christopher Kurcaba
Trina Miller Browning
LOUIS PELLICCIONI
BRICE LOUIS PELLICCIONI
David Frederick Weigand
GEORGE SCOTT SWEENEY
LAURA CATHERINE HOWE
Isaiah Reed Simon
GREGORY SCOTT MCCOY
VENETIA MARCENE ABULABAN
BRIAN PATRICK DEAN
Jonathan Eric Schnell
Zackary Thomas Nicholson
TIFFANY MARIE OSMAN
Baylee J Dunham
Brian Lee Curry
KENNETH SHAY FULTZ
KRISTAL GAIL WAYBRIGHT
MICHAEL ANDREW MILINOVICH
Joshuah Allan Dains

Within 25 miles of Masontown, PA, Best Investors lists 29 registered investment advisory firms with 64 offices nearby, managing about $4.00T in combined regulatory AUM across 826,110 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 Masontown

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 327 clients · 1,026 advisers $122B AUM