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Best financial advisors in Rocky Grove, PA

Registered advisers within 25 miles of Rocky Grove, PA.

Offices
43
Firms
18
Combined AUM
$3.95T
Firm-wide filings, not assets booked only here
Clients
591K
591,482 clients when Item 5C has a number
Avg / client
$6.67M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
OSAIC WEALTH, INC.
JANNEY MONTGOMERY SCOTT LLC
LPL FINANCIAL LLC

Investors

CATHLEEN LOUISE BEATRICE
CATHALEEN ANN FINN
Marion Gale Bridegam
Nicholas Anthony Rinella
Michael Charles Mahoney
Robert G Brest
RONALD ALLEN PETERS
GREGORY ALAN LISZKA
Joshua Jordan Chiesa
ANDREW JAMES ALEXANDER
Katherine Lynn White-Hartman
CAROLYN JEAN TEWELL
DANIEL PHILLIP WILLIAMS
DAVID LOUIS ASTRY
TIMOTHY DAVID RIGGS
WILLIAM DOUGLAS MCCULLOUGH
RICHARD DOWNING SEIDEL
ALEXANDER WEIR
Daniel Jack Malyuk
MEGHAN LEIGH STONE
JAMES E. OAKES
Todd Erdos
TYLER E GRAHAM
Gregory Curtis
Richard Wayne Laird
Ryan Messenger
MICHAEL BRENT BONNETT
BARBARA ANN STROUP
HAYLEY MARYHELEN HEWLETT
RICHARD VINCENT HEWLETT
SHERRI ANN EADIE
JAMES CROSSLAND QUEEN
MATTHEW PARK BEST
Michael Alan Moore

Within 25 miles of Rocky Grove, PA, Best Investors lists 18 registered investment advisory firms with 43 offices nearby, managing about $3.95T in combined regulatory AUM across 591,482 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 Rocky Grove

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM