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Best financial advisors in Sligo, PA

Registered advisers within 25 miles of Sligo, PA.

Offices
28
Firms
14
Combined AUM
$3.65T
Firm-wide filings, not assets booked only here
Clients
400K
399,740 clients when Item 5C has a number
Avg / client
$9.13M
Combined AUM ÷ clients

Nearby offices

Firms

JANNEY MONTGOMERY SCOTT LLC
LPL FINANCIAL LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
MCKINLEY FINANCIAL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CITIZENS SECURITIES, INC.

Investors

JENNIFER MARIE WILLIAMS
Avari Schmader
Kyle Edward Cathcart
Patricia McCall Doverspike
Casey O'Toole
Matthew Harford Lerch
SCOTT C KONWINSKI
Lance Eric Cicciarelli
Lane Allan Cicciarelli
MATTHEW LYNN WAGLE
Zachary T Garbarino
Linda K Miller
Jonathan Emmett Williams
MICHAEL BRENT BONNETT
BARBARA ANN STROUP
HAYLEY MARYHELEN HEWLETT
RICHARD VINCENT HEWLETT
SHERRI ANN EADIE
JAMES CROSSLAND QUEEN
MATTHEW PARK BEST
Michael Alan Moore
James Henry McConnell
Zachary Neil Embry
Matthew Reitz
Aaron Bussard
Teri Alayne Stitzinger
MARK STEVEN MCKINLEY
LOGAN LEE REED
NICHOLAS NOSKER
SAMUEL ARTHUR MCKINLEY
Samuel Lee Whitling
SANDRA JAZWINSKI YOUNG
ASHLEE REBECCA GOODMAN
Lori Leigh Sibble
Chad Stephen Skoch
Halle Nicole Veltri
Joseph Anthony McGuigan
ANDREW MICHAEL LADDUSAW
COURTNEY MARIE CALLAS
JOHN ALEXANDER CALLAS
BRENDA ANN HOHN
Zachary Ryan Dorste
EVAN MICHAEL ANDREAS

Within 25 miles of Sligo, PA, Best Investors lists 14 registered investment advisory firms with 28 offices nearby, managing about $3.65T in combined regulatory AUM across 399,740 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 Sligo

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 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM 8 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM