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Best financial advisors in Olanta, PA

Registered advisers within 25 miles of Olanta, PA.

Offices
22
Firms
14
Combined AUM
$3.41T
Firm-wide filings, not assets booked only here
Clients
521K
520,790 clients when Item 5C has a number
Avg / client
$6.55M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BROOKSTONE WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
JANNEY MONTGOMERY SCOTT LLC
EDWARD JONES
OSAIC INSTITUTIONS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
THE AMERIFLEX GROUP
HORACE MANN INVESTORS, INC.

Investors

ROBERT JOSEPH BOZOVICH
SHARON JANE PUSEY
KEITH MARTIN FOLMAR
GREGORY ALLEN KORN
Ryan James Holtz
MATTHEW RYAN HOLTZ
BRIAN JAMES SIMANSKI
Alec Benjamin Johnson
CHARLES WILLARD JOHNSON
JENNIFER LYNN HAMILTON
BUD IVAN BOOM
RANDY LEE MILES
MARY RUTH WILSON
John Martin Yount
DANIEL HARRY FISHBONE
KATHRYN LORENE HO
Jordan Tyler Russell
Candice Lin Waxler
ANTHONY DOMINIC TORRETTI
ZACHARY P. DIPPOLD
KERRY LYNN KINTER
Michael James Guelcher
Melinda L Sherry
WILLIAM J CUBA
MATTHEW A NERONE
JONAH JAMES WATT
JAMES DAVID CURTIS
MARINA DANIELLE STEPHENS
David G Alberts
ZACHARY CHARLES EVOCK
William Dennis Smith
Melissa Marie Smith
MICHAEL WILLIAM HASKINS
KYLE WILLIAM HASKINS
TERRY MICHAEL HARTNETT
SCOTT MICHAEL BARBER
Alex Michael Micknis
GEORGE C PRY

Within 25 miles of Olanta, PA, Best Investors lists 14 registered investment advisory firms with 22 offices nearby, managing about $3.41T in combined regulatory AUM across 520,790 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 Olanta

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM