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Best financial advisors in Philipsburg, PA

Registered advisers within 25 miles of Philipsburg, PA.

Offices
73
Firms
39
Combined AUM
$9.16T
Firm-wide filings, not assets booked only here
Clients
1.62M
1,624,202 clients when Item 5C has a number
Avg / client
$5.64M
Combined AUM ÷ clients

Nearby offices

Firms

BROOKSTONE WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CREATIVE PLANNING
CETERA INVESTMENT ADVISERS LLC
ASSETMARK, INC.
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
MARINER
MARINER WEALTH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
AGSM VENTURES, LLC

Investors

GREGORY ALLEN KORN
KEITH MARTIN FOLMAR
SHARON JANE PUSEY
BUD IVAN BOOM
RANDY LEE MILES
WADE E CURRY
LAN YANG
BRIAN EDWARD GUGLIELMI
Eric Eugene Updegrove
Richard P Branco
RUBIN PAUL NICHOLS
TRACEY JO CHILDERS-GUMMO
JEFFREY PEYTON WILDERMUTH
Lauren Elizabeth Spigelmyer
Chad Hunter
JAMES JOSEPH KARCHNER
JILL WAINE SUTT
REBECCA MARIE HANEY
ROBERT ROY THOMAS
BRET HARMON HOAG
RONALD BRUCE BEYER
STEFANIE LOUISE YEAGER
Alyssa Peterson
Andrea Motter
TIMOTHY ROBERT MARSHALL
TIMOTHY GEORGE BRUCKER
JANET GEOFFROY PALMATIER
TINA MARIE YARNELL
THOMAS CHARLES KING
Colin Drew Wetzel
LAURA ANN KING
Tom M. Thomas

Within 25 miles of Philipsburg, PA, Best Investors lists 39 registered investment advisory firms with 73 offices nearby, managing about $9.16T in combined regulatory AUM across 1,624,202 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 Philipsburg

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM