Best financial advisors in New Salem, PA

Registered advisers within 25 miles of New Salem, PA.

Offices

78

Firms

33

Combined AUM

$4.42T

Firm-wide filings, not assets booked only here

Clients

844K

843,770 clients when Item 5C has a number

Avg / client

$5.23M

Combined AUM ÷ clients

Nearby offices

UNITED BROKERAGE SERVICES, INC

990 ELMER PRINCE DRIVE
MORGANTOWN, WV 26505

21.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

3120 University Ave
Morgantown, WV 26505-3239

21.7 miles away

THE HUNTINGTON INVESTMENT COMPANY

Suncrest 3120 University Ave.
Morgantown, WV 26505

21.7 miles away

LPL FINANCIAL LLC

3345 UNIVERSITY AVE STE 5
MORGANTOWN, WV 26505

21.7 miles away

ELM CAPITAL MANAGEMENT LLC

3467 UNIVERSITY AVENUE 2nd floor
star city, WV 26505

21.8 miles away

EQUITABLE ADVISORS, LLC

430 DRUMMOND ST UNIT 3
MORGANTOWN, WV 26505

21.8 miles away

LPL FINANCIAL LLC

2885 UNIVERSITY AVE STE C
MORGANTOWN, WV 26505-6001

CITIZENS SECURITIES, INC.

3701 STATE ROUTE 88 MAILSTOP: 15B-6767
FINLEYVILLE, PA 15332

22.6 miles away

TRENDSCAST FINANCIAL LLC

1056 ROUTE 519
EIGHTY FOUR, PA 15330

23.3 miles away

OSAIC WEALTH, INC.

1660 TYRONE ROAD
MORGANTOWN, WV 26508

23.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

69 Clay St.
Morgantown, WV 26501

23.3 miles away

EDWARD JONES

1 Wharf St
MORGANTOWN, WV 26501

23.4 miles away

EDWARD JONES

827 FAIRMONT RD SUITE 202
MORGANTOWN, WV 26501

23.4 miles away

LPL FINANCIAL LLC

6116 BROWNSVILLE RD EXIT STE 103
FINLEYVILLE, PA 15332

23.6 miles away

EDWARD JONES

1427 EARL L CORE RD
MORGANTOWN, WV 26505

23.9 miles away

WESBANCO SECURITIES, INC.

1350 Earl L Core Rd
Morgantown, WV 26505

23.9 miles away

ADVICE & PLANNING SERVICES LLC

10 NORTH 4TH STREET SUITE 100
YOUNGWOOD, PA 15697

24.1 miles away

THE HUNTINGTON INVESTMENT COMPANY

JEFFERSON BORO 1633 STATE ROUTE 51 SOUTH
JEFFERSON HILLS, PA 15025

24.3 miles away

Firms

UNITED BROKERAGE SERVICES, INC

AMERIPRISE FINANCIAL SERVICES, LLC

THE HUNTINGTON INVESTMENT COMPANY

LPL FINANCIAL LLC

ELM CAPITAL MANAGEMENT LLC

EQUITABLE ADVISORS, LLC

CITIZENS SECURITIES, INC.

TRENDSCAST FINANCIAL LLC

OSAIC WEALTH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

WESBANCO SECURITIES, INC.

ADVICE & PLANNING SERVICES LLC

Investors

BRIAN PATRICK DEAN

Jonathan Eric Schnell

LAURA CATHERINE HOWE

Isaiah Reed Simon

GREGORY SCOTT MCCOY

VENETIA MARCENE ABULABAN

LOUIS PELLICCIONI

BRICE LOUIS PELLICCIONI

David Frederick Weigand

GEORGE SCOTT SWEENEY

Zackary Thomas Nicholson

TIFFANY MARIE OSMAN

Baylee J Dunham

KENNETH SHAY FULTZ

KRISTAL GAIL WAYBRIGHT

JOSHUA EDWARD MEYER

NICHOLAS Joiseph DESTEFANO

NEIL LOUIS MAGGI

TIMOTHY DALE MATTHEW

JASON DAVID WALLS

JASON EMIL KUNDIS

Hayden Thomas Mason

William Ryan Mason

Lex Javaughn Singleton

KEVIN RICHARD ROSE

RICHARD ROBERT ROSE

Matthew Michael McLaughlin

Janet Louise Morris

Christina Marie Bryner

RYAN DOUGLAS NAUGLE

Richard Matthews

Within 25 miles of New Salem, PA, Best Investors lists 33 registered investment advisory firms with 78 offices nearby, managing about $4.42T in combined regulatory AUM across 843,770 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 New Salem

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM