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Best financial advisors in Sheffield, PA

Registered advisers within 25 miles of Sheffield, PA.

Offices
16
Firms
13
Combined AUM
$1.99T
Firm-wide filings, not assets booked only here
Clients
264K
264,398 clients when Item 5C has a number
Avg / client
$7.54M
Combined AUM ÷ clients

Nearby offices

Firms

ONESEVEN
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
MILLENNIAL ADVISERS, LLC.
KESTRA ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
AVISO WEALTH MANAGEMENT
&PARTNERS
GLADSTONE WEALTH PARTNERS
LPL ENTERPRISE, LLC
CWM, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

THOMAS RAYMOND SKELTON
SCOTT W. OLEWINE
STEVEN CRAIG TUNALL
MIRANDA DAWN MUNKSGARD
LAURA BETH AHL
DARRELL R BEAHON
DANIEL LEE HALLE
PAUL JOSEPH CARDINALE
JASON KENNETH RAFALSKI
BRENDA LEE PEPPER
JOHN ANTONIO PALMIERI
GRAYSON J FOLEY
DAVID L CLOSE
Margo Caroline Dowd
Nicholas VanDamia
TIMOTHY LAMAR HOLTER
Erinn Lynn Sveda
Lori Jo Daff-Siggins
JARED MICHAEL SKEMP
Aubri Swartz
JEAN MARIE RUSCIOLELLI

Within 25 miles of Sheffield, PA, Best Investors lists 13 registered investment advisory firms with 16 offices nearby, managing about $1.99T in combined regulatory AUM across 264,398 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 Sheffield

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

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 5 CWM, LLC 248 clients · 642 advisers $50.6B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 &PARTNERS 535 advisers $30.3B AUM 8 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM