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Best financial advisors in Somerset, PA

Registered advisers within 25 miles of Somerset, PA.

Offices
86
Firms
30
Combined AUM
$4.41T
Firm-wide filings, not assets booked only here
Clients
774K
773,521 clients when Item 5C has a number
Avg / client
$5.70M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
LINCOLN INVESTMENT
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
OSAIC INSTITUTIONS, INC.
COVINGTON INVESTMENT ADVISORS, INC.
JANNEY MONTGOMERY SCOTT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

SCOTT JEFFREY FISHER
ANGELA MARIE HOWELLTENNANT
WILLIAM CHESTER STOY
MICHAEL BOYER
JOSHUA ANDREW BARRON
MATTHEW ROBERT STAHL
EMILY RAUPACH
JAMES ANDREW HOTCHKISS
CLAUDE WILLIAM RICE
Albert John Gaiardo
David Wayne Turkovich
DENNIS M HUNT
STEPHANIE LYNN CONDE
Tanner Buchanan Dick
BRYAN JEREMY BOZOVICH
CHRISTOPHER JAMES MCKISSICK
Aaron Robert Benford
JODEE LYNN HARRIS
PATRICK R. WALLACE
CINDY JONES
Nick Michael Allen
Colten McCutcheon
Jacob Devlin
Thomas Joseph McAneny
MELANIE ANN BUCHAN
Samuel Noah Silverberg
James Bernard
ALEXANDER LAWRENCE LETIZIA
MICHAEL PATRICK REESE
MELINDA BEAUFORT VARGULISH
Christopher Anthony Shaffer
CHASE Franklin ALCORN
Cole Russell Fiore
JOHN LOUIS FIORE
James Jeffrey Dornan
JOHN YEE
Ryan Michael Jones
Conor McKenzie

Within 25 miles of Somerset, PA, Best Investors lists 30 registered investment advisory firms with 86 offices nearby, managing about $4.41T in combined regulatory AUM across 773,521 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 Somerset

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 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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM