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Best financial advisors in Meadowview, PA

Registered advisers within 25 miles of Meadowview, PA.

Offices
64
Firms
34
Combined AUM
$4.56T
Firm-wide filings, not assets booked only here
Clients
630K
630,313 clients when Item 5C has a number
Avg / client
$7.24M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STONEX ADVISORS INC.
JANNEY MONTGOMERY SCOTT LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
HORACE MANN INVESTORS, INC.
PRINCIPAL SECURITIES, INC.

Investors

NICHOLAS ANTHONY GRIFFITHS
CHAD THOMAS JACOBSON
TIMOTHY NOVATNACK
Joseph Michael Novatnack
JAMES DUNCAN KISHBAUGH
ERIC JAMES KISHBAUGH
JEFFREY HOWARD MCKINNON
Matthew Joseph Defalco
MICHAEL JOHN STRAMARA
BRIAN CHRISTOPHER SHEDLESKI
MICHAEL DAVID WOYTOWICH
JAMES KIRK WISLOSKI
Michael Jason Miller
David Douglas Betz
Brad Lee Buch
STEPHEN ALLEN ENGLE
CHARLES EDWARD SCHLEGEL
CHARLES EDWARD SCHLEGEL
TOBY JOSEPH KROUSE
Keely Layne Rodarmel
Charles Howard Straub
STEVEN P DECKARD
DAVID GARY SAUL
Alexander Nole
KIMBERLY ANN MARIE BOWER
Bryan Jay Snyder
JAMES ROBERT MCCANN

Within 25 miles of Meadowview, PA, Best Investors lists 34 registered investment advisory firms with 64 offices nearby, managing about $4.56T in combined regulatory AUM across 630,313 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 Meadowview

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM