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Best financial advisors in Saegertown, PA

Registered advisers within 25 miles of Saegertown, PA.

Offices
74
Firms
35
Combined AUM
$4.47T
Firm-wide filings, not assets booked only here
Clients
703K
702,538 clients when Item 5C has a number
Avg / client
$6.37M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
THE AMERIFLEX GROUP
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
ROLAND FINANCIAL WEALTH MANAGEMENT LLC
LINCOLN INVESTMENT
CITIZENS SECURITIES, INC.
J. W. COLE ADVISORS, INC.
HBKS WEALTH ADVISORS
PARK SHORE PARTNERS LLC
ELITE LIFE MANAGEMENT LLC

Investors

Deborah Ann Obenrader
RANDY ALAN SHAFFER
EVAN REID GERBER
STEVEN ROBERT MARTIN
Jonathan Taylor Beaton
MICHAEL HESS
MICHELLE JO TOTH
Justin DeBias
MARK RICHARD WEIBEL
JESSICA ANN FIGOLI
Hunter Patrick Cox
BRADLEY D SCHWAB
DANIEL B IRVING
DANIEL STEWART CLARK
ROLAND GREGORY KLJUNICH
Johnathan Blake Essman
JAMES ELMER KELLER
DONALD W SZEWCZYK
PATRICK MICHAEL GEARY
Lauren Elizabeth Weindorf
Santo Montalbano
MICHAEL P. PALMER
Nicholas Joseph Adams
DANIEL GERRARD KRESS
Patrick Gerard Kress
ELIZABETH ANN BRANDON
Nathan Todd Mosier
DANIEL R KRESS
SCOTT ALLAN CROSS
Candice Mae Oakley
Gabriel Francis Gallagher
Logan keith Mitchell
CHRISTOPHER MICHAEL ZEHNER
PAUL MICHAEL TAYLOR
IRENE F BUETTNER
STEVEN MICHAEL RINN
BRITTANY LAUREN TAYLOR
Jason Christopher Alward
QUINTO FABIO AMBROSETTI
ZACHARY M. ALLEGRETTI
CHRISTOPHER PAUL ALLEGRETTI
Dakota Mezzacapo
Sarah Noemi Garnica-Saldana
Jonathan Frawley
Rebekah Mary LaCorte
Renee Michelle Brunner
RODRIGO DIAZ
CHRISTINE ANN KUJAN
MICHAEL GUSTAVE WASSMANN
STEVEN ALEX WERYHA
Jeremy T. Shelby
Ryan Alden Williams
Stephanie Joan Terbrock
RANDAL LENIS BUETTNER
MICHAEL ALLEN NELLIGAN
MATTHEW CAMERON HAUSMANN

Within 25 miles of Saegertown, PA, Best Investors lists 35 registered investment advisory firms with 74 offices nearby, managing about $4.47T in combined regulatory AUM across 702,538 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 Saegertown

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM