Best financial advisors in Shelocta, PA

Registered advisers within 25 miles of Shelocta, PA.

Offices

70

Firms

26

Combined AUM

$5.53T

Firm-wide filings, not assets booked only here

Clients

789K

789,232 clients when Item 5C has a number

Avg / client

$7.00M

Combined AUM ÷ clients

Nearby offices

EAGLE STRATEGIES LLC

935 4TH AVENUE
Ford City, PA 16226

13.5 miles away

OSAIC INSTITUTIONS, INC.

201 NORTH WARREN AVE
APOLLO, PA 15613

13.7 miles away

PRIVATE ADVISOR GROUP, LLC

505 SMITH ROAD, SUITE #1
DAYTON, PA 16222

14.5 miles away

EAGLE STRATEGIES LLC

165 3RD STREET LEECHBURG PROFESSIONAL BUILDING
LEECHBURG, PA 15656

CETERA INVESTMENT ADVISERS LLC

146 MARKET STREET
LEECHBURG, PA 15656

LPL FINANCIAL LLC

308 MARKET STREET
KITTANNING, PA 16201

CITIZENS SECURITIES, INC.

250 MARKET ST
KITTANNING, PA 16201

15.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

121 N McKean St
Kittanning, PA 16201

15.1 miles away

EDWARD JONES

160 N MC KEAN STREET 1ST FL
KITTANNING, PA 16201

15.1 miles away

OSAIC INSTITUTIONS, INC.

53 East Market Street
Blairsville, PA 15717

15.8 miles away

OSAIC WEALTH, INC.

155 E. MARKET STREET SUITE 1
BLAIRSVILLE, PA 15717

15.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

290 Franklin St.
Clymer, PA 15728

16.6 miles away

LPL FINANCIAL LLC

236 5TH ST
FREEPORT, PA 16229

NEWEDGE ADVISORS

230 RALSTON ROAD
SARVER, PA 16055

19.6 miles away

OSAIC WEALTH, INC.

7467 US 22
NEW ALEXANDRIA, PA 15670

19.9 miles away

OSAIC INSTITUTIONS, INC.

4021 Freeport Roa
Natrona Heights, PA 15065

20.2 miles away

CETERA INVESTMENT ADVISERS LLC

124 FREDERICK DR
LOWER BURRELL, PA 15068

20.5 miles away

RBC CAPITAL MARKETS, LLC

3275 LEECHBURG ROAD SUITE 3
LOWER BURRELL, PA 15068-2858

20.6 miles away

EAGLE STRATEGIES LLC

2318 FREEPORT ROAD SUITE 100
NATRONA HEIGHTS, PA 15065

20.7 miles away

LPL ENTERPRISE, LLC

820 S PIKE RD STE 100 SUITE 100
SARVER, PA 16055

20.8 miles away

Firms

EAGLE STRATEGIES LLC

OSAIC INSTITUTIONS, INC.

PRIVATE ADVISOR GROUP, LLC

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

CITIZENS SECURITIES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

OSAIC WEALTH, INC.

NEWEDGE ADVISORS

RBC CAPITAL MARKETS, LLC

LPL ENTERPRISE, LLC

Investors

JEFFREY CHARLES OLENYCH

TYLER ORION RUBY

NELSON LEWIS PERSON

FRANK ANTHONY AMATO

ROBERT ALLEN DICOLA

COURTNEY MARIE CALLAS

JOHN ALEXANDER CALLAS

BRENDA ANN HOHN

Zachary Ryan Dorste

EVAN MICHAEL ANDREAS

ANDREW MICHAEL LADDUSAW

Joseph Anthony McGuigan

ROBERT J. MONTAG

ROBERT LEROY MYERS

DAVID WILLIAM SMITH

CHRISTOPHER JOSEPH CASHELL

DAVID EDWARD LACINSKI

Kelly Emma Perney

DONALD ALAN MCDADE

SCOTT ANDREW LAUER

DAVID JOHN ESTATICO

SUSAN HUMES BARCLAY

ROBERT ERIC MAGEE

FRANK B EMMERLING

LESLIE ANNE CRAVEN

FRANK BRYAN EMMERLING

JOSEPH WILLIAM LUCCHINO

PHILIP MARK WOSOTOWSKY

Within 25 miles of Shelocta, PA, Best Investors lists 26 registered investment advisory firms with 70 offices nearby, managing about $5.53T in combined regulatory AUM across 789,232 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 Shelocta

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM