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Best financial advisors in Perryopolis, PA

Registered advisers within 25 miles of Perryopolis, PA.

Offices
193
Firms
69
Combined AUM
$11.0T
Firm-wide filings, not assets booked only here
Clients
1.75M
1,750,032 clients when Item 5C has a number
Avg / client
$6.26M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
NEWEDGE ADVISORS
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NEW EDGE WEALTH
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CONFLUENCE FINANCIAL PARTNERS
MILINOVICH & CO., INC
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Nicholas Maue
JOSHUA JOSEPH BELL
JOSHUA EDWARD MEYER
TIMOTHY S HELMAN
SHAWN MICHAEL HELMAN
JOSHUA PATRICK MAHER
BRITTANY ANN BYRNE
MATTHEW KNIZNER
Britney Riana Hollick
MICHAEL THOMAS BIGLEY
RICHARD LEE HURT
DAVID RICHARD PRIORE
JOAN MARIE WESLEY
Leonard C Kowalski
Ryan Gene Sharrer
JOSEPH ANTHONY TABAKA
LOREN PAUL FIFFIK
DAVID ANTHONY GRAVER
CHARLES THOMAS ZIANTS
ZACHERY STEVEN SAUNDERS
Richard Jerome Wingertsahn
Matthew J Kimmich
GREGORY JOSEPH WEIMER
BRIAN WILLIAM RIPLEY
NATHAN RYAN GARCIA
Stephanie G Bogden
NEIL PATRICK RONGAUS
CHARLES ROBERT ZUZAK
SCOTT MICHAEL ROGOWICZ
BRANDON CHRISTOPHER CORLETT
Nicklaus Anthony Proud
Corey Eric Taylor
KATHERINE MARY MONTAGAZZI
MORGAN CHRISTOPHER LEE
JACKSON ARTHUR ELIZONDO
GREGORY JOSEPH WEIMER
Jared Nicholson
Dylen Joseph Roberts
MICHAEL THOMAS TOUSCANY
CHARLES KOLIAS
KURT EDWARD KIMMICH
PAUL LEONARD FREY
WILLIAM RICHARD WINKELER
Melissa Alice Pirosko
Eric William Montgomery
STEVEN R HYKES
Kristian Xenophon Karidis
SAMANTHA Spitzer Sheetz
TIMOTHY MARK WEISHORN
JAMES ALBERT FIORE III
MEGAN M CHICONE
MICHAEL ANDREW MILINOVICH
Joshuah Allan Dains
JASON ROBERT YUHAS
Barry John Testa
DENNIS ARTHUR DELUCA
CHARLES LUCIAN CARNAHAN
Jonathan Michael Emrock
Grant Aaron Kern
GILBERT E. DAVIS

Within 25 miles of Perryopolis, PA, Best Investors lists 69 registered investment advisory firms with 193 offices nearby, managing about $11.0T in combined regulatory AUM across 1,750,032 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 Perryopolis

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM