Best financial advisors in Troy, PA

Registered advisers within 25 miles of Troy, PA.

Offices

28

Firms

16

Combined AUM

$4.37T

Firm-wide filings, not assets booked only here

Clients

899K

898,697 clients when Item 5C has a number

Avg / client

$4.86M

Combined AUM ÷ clients

Nearby offices

J.M. HITE FINANCIAL LLC

269 MUD CREEK ROAD
TROY, PA 16947

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

784 Canton Street
Troy, PA 16947

LPL FINANCIAL LLC

815 CANTON ST
TROY, PA 16947-1452

STATE FARM INVESTMENT MANAGEMENT CORP.

1109 W Main St
Troy, PA 16947

LPL FINANCIAL LLC

64 ELMIRA STREET
TROY, PA 16947

LPL FINANCIAL LLC

15 S. MAIN ST.
MANSFIELD, PA 16933

14.4 miles away

LPL FINANCIAL LLC

50 SOUTH MAIN STREET
MANSFIELD, PA 16933

14.5 miles away

LPL FINANCIAL LLC

423 Reuter Boulevard
Towanda, PA 18848

18.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

400 Main St
Towanda, PA 18848

18.6 miles away

COMMONWEALTH FINANCIAL NETWORK

2 Washington St.
TOWANDA, PA 18848

18.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

103 S Elmira St Suite 1
Athens, PA 18810-1127

LPL FINANCIAL LLC

1827 ELMIRA STREET
SAYRE, PA 18840

20.1 miles away

YOUR MONEY MATTERS WEALTH MANAGEMENT, LLC

2382 ELMIRA ST
SAYRE, PA 18840

20.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1141 Broardway St Suite 7
Elmira, NY 14904

20.6 miles away

LPL FINANCIAL LLC

325 N. KEYSTONE AVENUE
SAYRE, PA 18840

21.3 miles away

GRADIENT SECURITIES, LLC

119 West Packer Ave Suite #3
Sayre, PA 18840

21.3 miles away

EQUITABLE ADVISORS, LLC

316 BROAD STREET
WAVERLY, NY 14892

21.5 miles away

LPL FINANCIAL LLC

1260 W. CHURCH STREET
ELMIRA, NY 14905

22.3 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

930 W Church Street
Elmira, NY 14905

22.4 miles away

TLG ADVISORS, INC.

244 W Water Street, Suite 204
Elmira, NY 14901

22.7 miles away

Firms

J.M. HITE FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

COMMONWEALTH FINANCIAL NETWORK

YOUR MONEY MATTERS WEALTH MANAGEMENT, LLC

GRADIENT SECURITIES, LLC

EQUITABLE ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

TLG ADVISORS, INC.

Investors

Robert Davis Williams

Zachary Zane Rentzel

STACEE RAE HARER

MATTHEW KIRK LANDIS

WILLIAM ROSS GOWIN

TYLER ROBERT KREGER

JERAD RYAN ROSENDAHL

CHRISTOPHER LAMAR ROUPP

TARI KIM TROWBRIDGE

ADAM CALVIN BENNETT

DAVID JOEL STEARNS

BRITTANIE ELLEN OCKERHAUSEN

SCOTT WAYNE CLARK

MICHAEL ROBERT DINICH

Bryan Patrick Gilbert

DEREK DUANE GOWAN

Alexandra Marie Richey

JONATHAN LORNE KRAVITZ

Debra Jean Butters

JOHN HUDSON BRAND

PETER STUART SCHWEIZER

Andrew Joseph McFarland

Joseph Earl Rhodes

Jessica Kelly Titus

Within 25 miles of Troy, PA, Best Investors lists 16 registered investment advisory firms with 28 offices nearby, managing about $4.37T in combined regulatory AUM across 898,697 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 Troy

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM