Best Investors Account Sign in

Best financial advisors in Mineral Point, PA

Registered advisers within 25 miles of Mineral Point, PA.

Offices
111
Firms
38
Combined AUM
$7.14T
Firm-wide filings, not assets booked only here
Clients
797K
796,685 clients when Item 5C has a number
Avg / client
$8.96M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
PARK AVENUE SECURITIES LLC
AMERISERV WEALTH ADVISORS INC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
ASPIRE FINANCIAL, INC.
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
ATLAS PRIVATE WEALTH ADVISORS
EDWARD JONES

Investors

BARRY LEWIS THOMAS
TIMOTHY PATRICK SCANLAN
Collin Seymour
Randy William Seymour
ERIC PAUL KABLER
KAYLA M PUCHKO-STEPHENSON
FRANK JOSEPH LAPINSKY
RONALD MICHAEL SHOSTEK
ERIC SCOTT LUDY
TIMOTHY MARK HENRY
DOUGLAS MacEwen BROWN
Edward Anthony Maruca
MICHAEL TATARKO
EDWARD ANTHONY MARUCA
COLT AUSTIN MCKELVEY
GUNNAR NATHAN LAASANEN
ETHAN FITZGERALD STEWART
DON CLAY HALL
Christine Timura
WILLIAM JOHN MULHEARN
PATRICK EUGENE LONG
THOMAS PATRICK CRISTE
RYAN F BRANDON
DONNA MARIE CHRISTOPHER
Lisa Marie Wagerer
WILLIAM HOWARD WEBER
Nathanael Robert Shaffer
CHRISTOPHER GERALD FLEEGLE
PAUL WILLIAM HOPE
PAUL SAMUEL CARPENTER
RICHARD LEE MARTIN
JOHN BILLETDEAUX
Cody Law
Kathleen Marie Willason

Within 25 miles of Mineral Point, PA, Best Investors lists 38 registered investment advisory firms with 111 offices nearby, managing about $7.14T in combined regulatory AUM across 796,685 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 Mineral Point

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM