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Best financial advisors in Valencia, PA

Registered advisers within 25 miles of Valencia, PA.

Offices
665
Firms
243
Combined AUM
$18.4T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,264,305 clients when Item 5C has a number
Avg / client
$5.63M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
HORNOR, TOWNSEND & KENT, LLC
EDWARD JONES
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA ADVISORY SERVICES, LLC
OSAIC INSTITUTIONS, INC.
J. W. COLE ADVISORS, INC.
REX CONSULTING, LLC
PNC WEALTH MANAGEMENT LLC
VALIC FINANCIAL ADVISORS, INC.
GOOD LIFE ADVISORS, LLC
LPL FINANCIAL LLC

Investors

MARK GEORGE STALLSMITH
SEAN HENRY CULBERTSON
BRIAN LEE ECKENRODE
Jordan J Nance
Amy Susan Porado
Benjamin Murray
MARK ALAN MACTAGGART
WILLIAM ROBERT BECKER
Dalton Becker
ERIC DYLAN COWNIE
Luke Daniel Vasilj
KURT JAMES SKVARLA
KEITH MCGOUGH
Michael Bonelli
CAROL B MAYER
JONATHAN AARON HILEMAN
ALEXANDRA POTTS
RONALD ALEXANDER JONES
Corina Lee Wack
RONALD DANA JONES
RICHARD PAUL SABO
JOHN EDWARD KARISS
Drew Wilson
Joseph Elmer Ford
TIMOTHY CARL SCHROYER
JOHN MICHAEL HELLGREN
KEVIN JOHN GERTZ
LAURA KATHRYN HYSER-STIGNER
THOMAS MILES SIEGFRIED
SEAN MCCORMACK
CHRISTOPHER C CUTSHALL
ANNA LAUREN JACOBY
JEANNE ELLEN LOWE
DANNY NESTOROVSKI
JASON MARTIN BONTRAGER
PEARL ELLEN GRAHAM
PAMELA L HUGHES
ROLAND DENNIS SZILARD
CONSTANCE MARIA BUTLER
JAMES HANKINS
JEFFREY ALAN HOFMANN
DANIELLE M. BARAN
KASEY KOZLOWSKI
BRADLEY BOANDL
DOMINIC VINCENZO MARFISI
JOHN ANTHONY SOIKA
ALEXANDER H YATES
AMANDA LYNN LISCIO
BRANDEE LUSCH
IKECHUKWU UZOMA PIUS-NWAGWU
ROBERT JAMES KLUG
BRIAN DOUGLAS SCHMITT
MICHAEL JOHN RYAN
COLLIN C CUTSHALL
JEFFREY ROBERT BENDIS
SEAN RAILINGSHAFER MENZIES
JEREMY CURTIS EVANS
PATRICK THOMAS LEVENDUSKY
MICHAEL FRANCIS LAW
PATRICK BRIAN DEVLIN
CHRISTOPHER ANTHONY RONDINELLI
ROBERT MICHAEL SHIELDS

Within 25 miles of Valencia, PA, Best Investors lists 243 registered investment advisory firms with 665 offices nearby, managing about $18.4T in combined regulatory AUM across 3,264,305 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 Valencia

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 MELLON INVESTMENTS CORPORATION $874B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM