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Best financial advisors in Smethport, PA

Registered advisers within 25 miles of Smethport, PA.

Offices
29
Firms
13
Combined AUM
$5.19T
Firm-wide filings, not assets booked only here
Clients
893K
893,098 clients when Item 5C has a number
Avg / client
$5.81M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
HIGH STREET CAPITAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
LINCOLN PARK CAPITAL LLC
CORNELL CAPITAL HOLDINGS LLC
MML INVESTORS SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MORGAN STANLEY

Investors

NATHAN John CHAPMAN
Keith Rennay Delacour
Clay T Byerly
Kyle Kirk
Zachary Steven Woodel
Nathan C Higbie
Joseph Neff
Joseph Patrick Colosimo
TONI LYNNE PAUP
LINDA KAY MALEY
Sarah Elizabeth Boser
Donna Marie Hollenbeck
Courtney Clarke
STEVEN CRAIG TUNALL
Timothy L Hall
MARK GEORGE HENDRIX
Dana Louis Cornell
JOHN JUSTUS IRVING
LUCAS ALAN BURTON
Patrick Michael Hollenbeck
RONALD FRANCIS DAPOLITO
MEGHAN PALUMBO
JILLIAN MARIE PLEAKIS
Sonya C Hirt
VICKY L STEFFENHAGEN
TALLENA NICOLE KALLENBACH
Corey J Haas
TODD RAYMOND ALLEN
PAMELA SUE SHUMWAY
LOUIS JOSEPH PROTO
EILEEN M PROTO
Kady J Weisner

Within 25 miles of Smethport, PA, Best Investors lists 13 registered investment advisory firms with 29 offices nearby, managing about $5.19T in combined regulatory AUM across 893,098 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 Smethport

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T 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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM