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Best financial advisors in Roscoe, PA

Registered advisers within 25 miles of Roscoe, PA.

Offices
313
Firms
107
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
2.84M
2,835,331 clients when Item 5C has a number
Avg / client
$4.96M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PNC WEALTH MANAGEMENT LLC
DUNCAN FINANCIAL PLANNING ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES

Investors

DENNIS ARTHUR DELUCA
BRIAN S WINFIELD
Daniel Morgano
JAMES BERNARD RYAN
Taylor Marie Marziotto
GARY NEIL KRIKORIAN
JOHN MICHAEL GDULA
THOMAS JAMES KEARN
Matthew Michael Meyers
William David Gullborg
Tracy Hindman
Kathryn Amy Whitten
JONATHAN BRIAN SULEY
CHRISTOPHER ANDREA MERLO
JANINE HEATHER BUTTERFIELD
MELODIE JERMONT ROACH
BRIAN M HASCHKE
THOMAS EDWARD EAGLEHOUSE
BRIAN DAVID DUNCAN
JOHN MARSHALL DUNCAN
LARRY LUND QVISTGAARD
DANA LYNN KLEIN
MONICA M GARVER
KRISTEN MARIE HULL
JULIE ANN SNYDER
Geoffrey Chisholm Alberstadt
COLTON LEE HEARN
ROBERT BOYD MCCALMONT
KATHY LEE WHITE
NANCY LEE CONNERS
EDWARD E KAVO
DAVID SCOTT DUNCAN
FRANCIS STEPHEN ZORACKI
TEREK WILSON
PATRICK WILLIAMS
Garrett Britton
Wayne Washowich
Ryan Gene Sharrer
GILBERT E. DAVIS
JOHN GEORGE KESICH
Nicholas JAMES Zapatka
JACK EDWARD DRISCOLL
Matthew William Wirtz

Within 25 miles of Roscoe, PA, Best Investors lists 107 registered investment advisory firms with 313 offices nearby, managing about $14.1T in combined regulatory AUM across 2,835,331 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 Roscoe

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM