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Best financial advisors in State College, PA

Registered advisers within 25 miles of State College, PA.

Offices
88
Firms
46
Combined AUM
$9.95T
Firm-wide filings, not assets booked only here
Clients
1.72M
1,716,616 clients when Item 5C has a number
Avg / client
$5.80M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
HORNOR, TOWNSEND & KENT, LLC
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VICUS CAPITAL, INC.
NESTLERODE & LOY, INC.
ABUNDANCE WEALTH COUNSELORS, LLC
WORLD CAPITAL ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC
BEACON WEALTH CONSULTANTS, INC.

Investors

TINA MARIE POWERS
SAM J LACARIA
DEBRA PETER GUERRERO
Corey Alan Hernandez
LUKE DAVID LORENZ
Jared Hammond
MARK MICHAEL HOOD
Christopher Bahr
JAMES MICHAEL FAY
CHRISTOPHER KURT BAHR
Jeffrey Lynn Burris
NANETTE L HALL
EDWARD EUGENE WASHELL
CHRISTOPHER BRIAN JONES
THOMAS MARTEL HALL
AMY STELLA DALTON
BRODIE MICHAEL DALTON
KATHRYN LOGUE SHOAF
Erica T Kainuma
PATRICIA O AGUER
KIRK GERARD AGUER
W R WALDEISEN
STEPHEN PATRICK DALTON
SUSAN BROWN RUMBAUGH
Robert J. Radzwich
MATTHEW SHETLER
Sarah Ellen Oseroff
PAMELA A HASSINGER
JAMES PATRICK STAGER
ADAM J FIORE
Nina Lee Cowart
Eric Michael Gaspich
Jamie Beth Stocker Tabaka
Olivia Reid
BETH LOOP
RYAN J MOSTYN
Brittany J Shulman
Thomas Gabriel McKeon
Cynthia Karcher
David Helsel
STEPHANIE JOAN THOMPSON
Mary Beth Burket
Jeffrey Malcolm Weatherford
DOREEN LEONA KOLENO
BENJAMIN WESTPHAL PAYNE
Cy Treaster
ROBERT HENRY PFAHL
DAVID L ROSENBLATT
ROBERT JOHN HINSON
JENNIFER A NEWMAN
JEFFERY JOSEPH CLOSZ
KIMBERLI JEAN CASNER
Justin Blankenship
GLENN HERMAN WILLIAMS
RANDY THOMAS HOOVER
JOHN FREDERICK STRAUB
JOHN CHRISTOPHER CORSO
LAINEY MAE HAUSER
Gretchen Elizabeth Young
Hayden Davidson
AMY BETH SANOR
JACQUELINE NYREE CLARK WIGFIELD
Ryan Miller
Kelly Burger
MARVA LOU KING
CRAIG ALLEN MOORE
JUDY LYNNE LOY
Toner Shaw Corl
MARTIN ANTHONY WILDY
AARON R KRASNEY
Sean Walker
Ann Leslie Mallison
Matthew McGloin
AARON MICHAEL HUEY
GEOFFREY PATRICK CABER
DEREK WADE VARNER
JAMIE LEE FELKER
JOHN JAMES SCHAFFER
RICHARD FRANK DEFLURI
LISA SUE WEAVER
Isaac Jonathan Balban
ASHOD GARABED TOUMAYANTS
Cameron Michael Smith

Within 25 miles of State College, PA, Best Investors lists 46 registered investment advisory firms with 88 offices nearby, managing about $9.95T in combined regulatory AUM across 1,716,616 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 State College

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM