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Best financial advisors in Shippenville, PA

Registered advisers within 25 miles of Shippenville, PA.

Offices
25
Firms
12
Combined AUM
$3.76T
Firm-wide filings, not assets booked only here
Clients
343K
343,023 clients when Item 5C has a number
Avg / client
$11.0M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

Samuel Lee Whitling
ROBERT DAVID LARKIN
SHAWN M LATSHAW
JOHN DAVID DANZER
Michael Clair Dulaney
CHRISTOPHER JAMES SIMMS
JAMES HOWARD WILLIAMS
Michelle Anne Hartzell

Within 25 miles of Shippenville, PA, Best Investors lists 12 registered investment advisory firms with 25 offices nearby, managing about $3.76T in combined regulatory AUM across 343,023 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 Shippenville

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM