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Best financial advisors in Punxsutawney, PA

Registered advisers within 25 miles of Punxsutawney, PA.

Offices
27
Firms
18
Combined AUM
$3.40T
Firm-wide filings, not assets booked only here
Clients
638K
638,013 clients when Item 5C has a number
Avg / client
$5.33M
Combined AUM ÷ clients

Nearby offices

Firms

HAZARD & SIEGEL ADVISORY SERVICES LLC
OSAIC INSTITUTIONS, INC.
LPL ENTERPRISE, LLC
AMERITAS ADVISORY SERVICES, LLC
EDWARD JONES
PRIVATE ADVISOR GROUP, LLC
OSAIC WEALTH, INC.
MCKINLEY FINANCIAL
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
HORACE MANN INVESTORS, INC.
EAGLE STRATEGIES LLC
THE AMERIFLEX GROUP
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
JANNEY MONTGOMERY SCOTT LLC

Investors

THOMAS MURRAY STEFFEY
ERIC E BRITTON
ROBERT DAVID MONKELIS
MICHAEL ALAN MUMAU
Samuel Lee Whitling
MARK LUCHESA
Teri Alayne Stitzinger
MARK STEVEN MCKINLEY
LOGAN LEE REED
NICHOLAS NOSKER
SAMUEL ARTHUR MCKINLEY
Aaron Bussard
ANTHONY DOMINIC TORRETTI
ZACHARY P. DIPPOLD
KERRY LYNN KINTER
GEORGE C PRY
Michael James Guelcher
Melinda L Sherry
Abby Laine Gross
SCOTT MICHAEL BARBER
Alex Michael Micknis
MICHAEL WILLIAM HASKINS
KYLE WILLIAM HASKINS
TERRY MICHAEL HARTNETT
David G Alberts
ZACHARY CHARLES EVOCK
WILLIAM J CUBA
MATTHEW A NERONE
JONAH JAMES WATT
JAMES DAVID CURTIS
MARY RUTH WILSON
John Martin Yount
DANIEL HARRY FISHBONE
KATHRYN LORENE HO
Jordan Tyler Russell
Candice Lin Waxler

Within 25 miles of Punxsutawney, PA, Best Investors lists 18 registered investment advisory firms with 27 offices nearby, managing about $3.40T in combined regulatory AUM across 638,013 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 Punxsutawney

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 7 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM 8 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM