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Best financial advisors in Smithfield, PA

Registered advisers within 25 miles of Smithfield, PA.

Offices
63
Firms
28
Combined AUM
$3.99T
Firm-wide filings, not assets booked only here
Clients
826K
826,080 clients when Item 5C has a number
Avg / client
$4.83M
Combined AUM ÷ clients

Nearby offices

Firms

ALLSTATE FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PNC WEALTH MANAGEMENT LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WESBANCO SECURITIES, INC.
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
UNITED BROKERAGE SERVICES, INC
OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC
EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THE HUNTINGTON INVESTMENT COMPANY
EDWARD JONES
ELM CAPITAL MANAGEMENT LLC

Investors

Brian Lee Curry
THOMAS JOSEPH BEGLEY
ANTHONY ABRUZZINO
MICHAEL OATES
CHARLES LABRITZ
JORDAN BAKER
SHAWN A WENDEL
MICHAEL ANGELO OLIVERIO
Gregory Grant Simons
RICKEY Del THOMAS
Angela Jean Holdsworth
DOUGLAS SCOTT DAVIS
PATRICIA LYNN WATSON
BRIAN PATRICK DEAN
Jonathan Eric Schnell
TIMOTHY DALE MATTHEW
JASON DAVID WALLS
Trenton Manning Bailey
JEFFREY A. BAILEY
Zackary Thomas Nicholson
TIFFANY MARIE OSMAN
Baylee J Dunham
KENNETH SHAY FULTZ
KRISTAL GAIL WAYBRIGHT
LAURA CATHERINE HOWE
Isaiah Reed Simon
GREGORY SCOTT MCCOY
VENETIA MARCENE ABULABAN
Brian Christopher Kurcaba
Trina Miller Browning
LOUIS PELLICCIONI
BRICE LOUIS PELLICCIONI
David Frederick Weigand
GEORGE SCOTT SWEENEY

Within 25 miles of Smithfield, PA, Best Investors lists 28 registered investment advisory firms with 63 offices nearby, managing about $3.99T in combined regulatory AUM across 826,080 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 Smithfield

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 327 clients · 1,026 advisers $122B AUM