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Best financial advisors in Port Carbon, PA

Registered advisers within 25 miles of Port Carbon, PA.

Offices
69
Firms
27
Combined AUM
$4.82T
Firm-wide filings, not assets booked only here
Clients
531K
530,855 clients when Item 5C has a number
Avg / client
$9.09M
Combined AUM ÷ clients

Nearby offices

Firms

OPPENHEIMER & CO. INC.
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
WEALTH MANAGEMENT ASSOCIATES, INC.
PRIVATE ADVISOR GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
IAMS WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.

Investors

JAMES E MARCONIS
MICHAEL CHRISTOPHER DICKSTEIN
HAROLD HINNERSCHIETZ
JON TIMOTHY CRONRATH
Pamela Guers Palko
Melissa Valentine
MICHAEL GARFIELD TOBASH
Ryan Boyer
JAMES FRANCIS ATEN
DAVID CHARLES LAUDEMAN
WILLIAM GEORGE HECKMAN
SUZANNE ANNETTE LAKE
Francesco Natale Mercuri
E LORI SMITH
Allen R Fidler
TYLER ROBERT SMITH
JEREMIAH MICHAEL SENSENIG
ROBERT J KLINGER
CHRISTOPHER C KOKINDA
KIM ELIZABETH CHAPPELL-HAUPT
RONALD R ROEBUCK
PAUL BRIAN FOSTER
RUSSELL THOMAS STELLFOX
LISA ANN SHILKO
STEPHEN MATTHEW ZUBER
Matthew Thomas Edmonds
ANTHONY JOHN DAMIANO

Within 25 miles of Port Carbon, PA, Best Investors lists 27 registered investment advisory firms with 69 offices nearby, managing about $4.82T in combined regulatory AUM across 530,855 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 Port Carbon

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM