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Best financial advisors in Mount Jewett, PA

Registered advisers within 25 miles of Mount Jewett, PA.

Offices
14
Firms
7
Combined AUM
$2.79T
Firm-wide filings, not assets booked only here
Clients
393K
393,381 clients when Item 5C has a number
Avg / client
$7.11M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
HIGH STREET CAPITAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC

Investors

STEVEN CRAIG TUNALL
NATHAN John CHAPMAN
Keith Rennay Delacour
Clay T Byerly
Joseph Patrick Colosimo
TONI LYNNE PAUP
Joseph Neff
Kyle Kirk
Zachary Steven Woodel
Nathan C Higbie
LINDA KAY MALEY
Sarah Elizabeth Boser
Donna Marie Hollenbeck
Courtney Clarke
JEAN MARIE RUSCIOLELLI
Aubri Swartz
Quinn Mitchell Cunningham
KEVIN MICHAEL BANNON
SCOTT W. OLEWINE

Within 25 miles of Mount Jewett, PA, Best Investors lists 7 registered investment advisory firms with 14 offices nearby, managing about $2.79T in combined regulatory AUM across 393,381 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 Mount Jewett

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM