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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

ONEASCENT FINANCIAL SERVICES LLC
LPL FINANCIAL LLC
EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC
GWN SECURITIES INC.
CETERA INVESTMENT ADVISERS LLC
LINCOLN INVESTMENT
AVISO WEALTH MANAGEMENT
INTEGRITY ALLIANCE, LLC.
PROSPERA FINANCIAL SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
PFS INVESTMENTS INC.
TRUSTMONT ADVISORY GROUP, INC.
COMMONWEALTH FINANCIAL NETWORK
EQUITY SERVICES, INC.
CREATIVE PLANNING

Investors

BENJAMIN A WILHELM
MATTHEW EARL BEAGLE
Kimberly Irene Heimbach
James Andrew Makal
BETSY L. COSTANZA
Alexander Michael Hoppes
Ben Oliver Moore
BRENT WESLEY TRAUGH
Kayla Jo Welker
CRAIG RUSSELL LAWLER
Melissa A Dayhoff Bratton
PETER CARLIN STOCKETT
THAYER ROCKWELL POTTER
CHRISTOPHER JAMES KENAWELL
Jack Howell
PAUL MICHAEL MACCRORY
CHRISTOPHER RAYE HOWELL
BRENDA KAY BLAKENEY
ANDRIA LEIGH LAMAY
WENDY MARIE WOLFE
KIM ELIZABETH CHAPPELL-HAUPT
Keeyan Ryley Zimmerman
LYNN CHARLES APPELMAN
ALISSA LYNNE CONKLIN
JEFFREY JAMES CROSSLAND
Michael David Johnson
ERIC JOHN MCDOWELL
ASHTON SCOTT IMMEL
RUBIN PAUL NICHOLS

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