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Best financial advisors in Middleburg, PA

Registered advisers within 25 miles of Middleburg, PA.

Offices
44
Firms
24
Combined AUM
$4.15T
Firm-wide filings, not assets booked only here
Clients
475K
474,977 clients when Item 5C has a number
Avg / client
$8.73M
Combined AUM ÷ clients

Nearby offices

Firms

AMERITAS ADVISORY SERVICES, LLC
PFS INVESTMENTS INC.
VICUS CAPITAL, INC.
BUFFALO VALLEY WEALTH PLUS
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PROSPERA FINANCIAL SERVICES, INC.
INTEGRITY ALLIANCE, LLC.
EDWARD JONES
AVISO WEALTH MANAGEMENT
ONEASCENT FINANCIAL SERVICES LLC
HORACE MANN INVESTORS, INC.
GOOD LIFE ADVISORS, LLC
VISION WEALTH ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

JAMES PATRICK WEAVER
BENJAMIN CLANCY BURNS
DAVID ERIC EIA
FRANK DARDEN MOORE
Luis Rafael Montesinos
Michael David Miller
Lance David Miller
Pierce Gregory Edinger
Brendan David Mutchler
BETSY J GUFFEY
MICHAEL EVERARDO CAMACHO
CHRISTOPHER JAMES KENAWELL
THAYER ROCKWELL POTTER
PETER CARLIN STOCKETT
Melissa A Dayhoff Bratton
Kayla Jo Welker
CRAIG RUSSELL LAWLER
Alexander Michael Hoppes
BENJAMIN A WILHELM
KIMBERLY ANN MARIE BOWER
STEVEN P DECKARD
Charles Howard Straub
JOAN ELAINE LYONS
MICHAEL P BARRETT
Nathan Douglas Wagner
JUSTIN CHANDLER BUTTRICK
TOBY JOSEPH KROUSE

Within 25 miles of Middleburg, PA, Best Investors lists 24 registered investment advisory firms with 44 offices nearby, managing about $4.15T in combined regulatory AUM across 474,977 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 Middleburg

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