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Best financial advisors in Point Marion, PA

Registered advisers within 25 miles of Point Marion, PA.

Offices
60
Firms
25
Combined AUM
$3.97T
Firm-wide filings, not assets booked only here
Clients
765K
765,480 clients when Item 5C has a number
Avg / client
$5.19M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THE HUNTINGTON INVESTMENT COMPANY
EDWARD JONES
LPL FINANCIAL LLC
ELM CAPITAL MANAGEMENT LLC
AMERITAS ADVISORY SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
WESBANCO SECURITIES, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
UNITED BROKERAGE SERVICES, INC
CETERA INVESTMENT ADVISERS LLC
JANNEY MONTGOMERY SCOTT LLC

Investors

Zackary Thomas Nicholson
TIFFANY MARIE OSMAN
Baylee J Dunham
LAURA CATHERINE HOWE
Isaiah Reed Simon
GREGORY SCOTT MCCOY
VENETIA MARCENE ABULABAN
Brian Christopher Kurcaba
Trina Miller Browning
LOUIS PELLICCIONI
BRICE LOUIS PELLICCIONI
David Frederick Weigand
KENNETH SHAY FULTZ
KRISTAL GAIL WAYBRIGHT
GEORGE SCOTT SWEENEY
ANGELO EUGENE CILIA
JASON EMIL KUNDIS
Hayden Thomas Mason
William Ryan Mason
TIMOTHY DALE MATTHEW
JASON DAVID WALLS
Lex Javaughn Singleton
Matthew Michael McLaughlin
Janet Louise Morris
Daniel Lee Sickelsmith
RANDAL CHARLES FIELDS
JUSTIN ANTHONY REVAK
HEIDI GUM
Cameron David Miller
TODD EDWARD LOYAL
TIFFANY R. GUITTAP
MELODY ANN COLE
LAURA JEAN WILLIAMS
John F Coleman
JEFFREY DANIEL COSTELNOCK
LISA MICHELLE RITSKO
TIMOTHY R BROWN
CHRISTOPHER JOSEPH FILICKY
Michael Stephen Tetteris
Angela R Danko
Kristin Bernard
MELISSA JEANINE HERRON
GEREMY LEE HOOVER

Within 25 miles of Point Marion, PA, Best Investors lists 25 registered investment advisory firms with 60 offices nearby, managing about $3.97T in combined regulatory AUM across 765,480 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 Point Marion

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 327 clients · 1,026 advisers $122B AUM