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Best financial advisors in Meadville, PA

Registered advisers within 25 miles of Meadville, PA.

Offices
39
Firms
15
Combined AUM
$4.15T
Firm-wide filings, not assets booked only here
Clients
594K
594,426 clients when Item 5C has a number
Avg / client
$6.99M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
JANNEY MONTGOMERY SCOTT LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
BROOKHOUSE ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Joshua Jordan Chiesa
TIMOTHY DAVID RIGGS
MEGHAN LEIGH STONE
Nicholas Anthony Rinella
Michael Charles Mahoney
ANDREW JAMES ALEXANDER
Katherine Lynn White-Hartman
CAROLYN JEAN TEWELL
DANIEL PHILLIP WILLIAMS
DAVID LOUIS ASTRY
WILLIAM DOUGLAS MCCULLOUGH
TYLER E GRAHAM
Gregory Curtis
Richard Wayne Laird
Robert G Brest
ALEXANDER WEIR
Daniel Jack Malyuk
Todd Erdos
JAMES E. OAKES
RICHARD DOWNING SEIDEL
Ryan Messenger
Matthew Robert Stearns
Deborah Ann Obenrader
RANDY ALAN SHAFFER
EVAN REID GERBER
Keith Jordan Strain
RENCHENG CUI

Within 25 miles of Meadville, PA, Best Investors lists 15 registered investment advisory firms with 39 offices nearby, managing about $4.15T in combined regulatory AUM across 594,426 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 Meadville

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM