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Best financial advisors in Templeton, PA

Registered advisers within 25 miles of Templeton, PA.

Offices
43
Firms
18
Combined AUM
$3.51T
Firm-wide filings, not assets booked only here
Clients
371K
370,861 clients when Item 5C has a number
Avg / client
$9.46M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIZENS SECURITIES, INC.
EAGLE STRATEGIES LLC
PRIVATE ADVISOR GROUP, LLC
LINCOLN INVESTMENT
JANNEY MONTGOMERY SCOTT LLC
WELLS FARGO CLEARING SERVICES, LLC
NEWEDGE ADVISORS
PNC WEALTH MANAGEMENT LLC
LPL ENTERPRISE, LLC

Investors

Joseph Anthony McGuigan
COURTNEY MARIE CALLAS
JOHN ALEXANDER CALLAS
ANDREW MICHAEL LADDUSAW
BRENDA ANN HOHN
Zachary Ryan Dorste
EVAN MICHAEL ANDREAS
JEFFREY CHARLES OLENYCH
TYLER ORION RUBY
Troy Angelo Schall
Stephen James Warcholak
MARK LUCHESA
Kenneth Edward Bonus
Zachary T Garbarino
Linda K Miller
Jonathan Emmett Williams
JENNIFER MARIE WILLIAMS
Avari Schmader
Kyle Edward Cathcart
Patricia McCall Doverspike
Casey O'Toole
Matthew Harford Lerch
MATTHEW LYNN WAGLE
DAVID EDWARD LACINSKI
SCOTT C KONWINSKI
Lance Eric Cicciarelli
Lane Allan Cicciarelli
NATHAN RODGERS
TANA LOUISE HESSOM
PHILIP MARK WOSOTOWSKY
CHRISTOPHER JOSEPH CASHELL
MICHAEL BRENT BONNETT
BARBARA ANN STROUP
HAYLEY MARYHELEN HEWLETT
RICHARD VINCENT HEWLETT
SHERRI ANN EADIE
JAMES CROSSLAND QUEEN
James Henry McConnell

Within 25 miles of Templeton, PA, Best Investors lists 18 registered investment advisory firms with 43 offices nearby, managing about $3.51T in combined regulatory AUM across 370,861 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 Templeton

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM 7 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM 8 NEWEDGE ADVISORS 122 clients · 620 advisers $43.2B AUM