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Best financial advisors in Saint Marys, PA

Registered advisers within 25 miles of Saint Marys, PA.

Offices
17
Firms
8
Combined AUM
$3.20T
Firm-wide filings, not assets booked only here
Clients
443K
443,395 clients when Item 5C has a number
Avg / client
$7.21M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
MCCLARREN FINANCIAL ADVISORS
OSAIC WEALTH, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

Quinn Mitchell Cunningham
KEVIN MICHAEL BANNON
Dylan Mancuso
JEAN MARIE RUSCIOLELLI
Aubri Swartz
Mikael Abittan
FRANK ROBERT ZOCCO
STEVEN CRAIG TUNALL
NATHAN John CHAPMAN
Keith Rennay Delacour
Clay T Byerly
DAVID B GECI
MICHAEL RICHARD GEORGINO
Craig Huba
William James Boylan
Alexis Nichole Cunningham
AARON VINCENT BLEGGI
Luke Alfred Hoffman
THOMAS SHANE LAUNER
SHERRIE LU FERRAGINE
Thomas Andrew Fledderman
JOHN DEAN PICCOLO

Within 25 miles of Saint Marys, PA, Best Investors lists 8 registered investment advisory firms with 17 offices nearby, managing about $3.20T in combined regulatory AUM across 443,395 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 Saint Marys

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 MCCLARREN FINANCIAL ADVISORS 16 clients · 8 advisers $453M AUM