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Best financial advisors in Wells Tannery, PA

Registered advisers within 25 miles of Wells Tannery, PA.

Offices
20
Firms
8
Combined AUM
$2.59T
Firm-wide filings, not assets booked only here
Clients
268K
268,475 clients when Item 5C has a number
Avg / client
$9.65M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
GWN SECURITIES INC.

Investors

Christopher Michael Corcoran
BENJAMIN TODD ALEXANDER
Corrine Michele Hostler
Alan James Dore
JACQUELIN IRENE BRUMBAUGH
ANTHONY JOSEPH DESTEFANO
LESA FEUILLET HAAS
Steven Dull
TONYA NORTHCRAFT
Jeffrey L Gable
Keri Renee Stains
Leigh Taylor Shank
AMANDA LYNNE JENKINS
MATTHEW PAUL RANDALL
MICHAEL GERARD AKERS
DANIEL WILLIAM DEARMENT
MICHAEL DAVID WEBB
Brian Anthony Jeffries
BENJAMIN ESBENSHADE LEFEVER
Jacob Robert Oakman Barling
JARRED TODD KNOTT
Ray Harrison Frazer
LARRY R WRIGHT
TODD DAVID FREDERICK
DAVID ROBERT FREDERICK

Within 25 miles of Wells Tannery, PA, Best Investors lists 8 registered investment advisory firms with 20 offices nearby, managing about $2.59T in combined regulatory AUM across 268,475 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 Wells Tannery

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 6 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 GWN SECURITIES INC. 54 clients · 454 advisers $4.75B AUM