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Best financial advisors in Pomeroy, PA

Registered advisers within 25 miles of Pomeroy, PA.

Offices
795
Firms
337
Combined AUM
$39.8T
Firm-wide filings, not assets booked only here
Clients
2.93M
2,929,813 clients when Item 5C has a number
Avg / client
$13.6M
Combined AUM ÷ clients

Nearby offices

Firms

INDEPENDENT FINANCIAL PARTNERS
UNION SQUARE CAPITAL PARTNERS, LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PRIVATE WEALTH MANAGEMENT, LLC
WHITFORD FINANCIAL PLANNING
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CREATIVE FINANCIAL DESIGNS, INC.
CETERA INVESTMENT ADVISERS LLC
AMERITAS ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PROWELL FINANCIAL MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
EDWARD JONES

Investors

JOHN WILLIAM BRATTON
BRENT ALLEN MELRATH
JOHN FRANCIS CHESSOCK
JOHN JOSEPH CLARK
JOAN RICE GOSHOW
MARC NETTLES
CAROL PATRICIA BRADLEY
DANIEL JOSEPH PICINICH
MICHAEL SCOTT HELVESTON
VINCENT CHARLES AMALFITANO
Nicholas James Amalfitano
JOSEPH ANTHONY AMALFITANO
Angel Luis Sotomayor
ANDREW MICHAEL STORTI
KIMBERLY JEAN BRUMBAUGH
Christopher John Martin
Luke Charles Wojciechowski
LINDA SUE BOVE
DAVID ERIC SMALL
Sydney Bianca Ronzano
GEORGE SAMUEL MASTROGIORGOS
BRAD PHILLIPS KRAJSA
ALEJANDRO RAY BUTTERS
GABRIEL GOFORTH
Rory Alexandra Ronzano
MARK ALEXIS OHLER
SARAH COOK LYNCH
MARK EDWARD PROWELL
Courtney Lynn Kauffman
Andrew Steven Cortese
SMITA RAJENDRAN MENON
SARA ANNE SOUCIE
Zachary Charles Cooper
ANDREW SETH BORDERS
RUTHANNE GRACE MONTELEONE
MICHAEL JAMES BERTOTTI
David Michael Trainor
Elizabeth Ann Darling

Within 25 miles of Pomeroy, PA, Best Investors lists 337 registered investment advisory firms with 795 offices nearby, managing about $39.8T in combined regulatory AUM across 2,929,813 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 Pomeroy

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

1 VANGUARD GROUP INC $11.1T AUM 2 VANGUARD CAPITAL MANAGEMENT, LLC $8.44T AUM 3 VANGUARD PORTFOLIO MANAGEMENT, LLC $2.66T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM