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Best financial advisors in Sugar Grove, PA

Registered advisers within 25 miles of Sugar Grove, PA.

Offices
37
Firms
28
Combined AUM
$4.98T
Firm-wide filings, not assets booked only here
Clients
603K
602,677 clients when Item 5C has a number
Avg / client
$8.26M
Combined AUM ÷ clients

Nearby offices

Firms

&PARTNERS
STATE FARM INVESTMENT MANAGEMENT CORP.
GLADSTONE WEALTH PARTNERS
AVISO WEALTH MANAGEMENT
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
MILLENNIAL ADVISERS, LLC.
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
ONESEVEN
EQUITABLE ADVISORS, LLC
PFS INVESTMENTS INC.

Investors

GRAYSON J FOLEY
Nicholas VanDamia
DAVID L CLOSE
Margo Caroline Dowd
JOHN ANTONIO PALMIERI
TIMOTHY LAMAR HOLTER
PAUL JOSEPH CARDINALE
JASON KENNETH RAFALSKI
BRENDA LEE PEPPER
DARRELL R BEAHON
DANIEL LEE HALLE
MIRANDA DAWN MUNKSGARD
LAURA BETH AHL
SCOTT W. OLEWINE
THOMAS RAYMOND SKELTON
Gary Mark Barnes
David M Garres
ROGER A BURLINGAME
ROMER MENDEZ
ROBERT EMMIT FAZO
LOURDES LOPEZ
SAMANTHA WOODIN

Within 25 miles of Sugar Grove, PA, Best Investors lists 28 registered investment advisory firms with 37 offices nearby, managing about $4.98T in combined regulatory AUM across 602,677 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 Sugar Grove

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM