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Best financial advisors in Wellsville, PA

Registered advisers within 25 miles of Wellsville, PA.

Offices
397
Firms
114
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
1.76M
1,759,316 clients when Item 5C has a number
Avg / client
$6.02M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PFS INVESTMENTS INC.
OARS CAPITAL
INSPIRE ADVISORS, LLC
EDWARD JONES
STOUT WEALTH ADVISORY GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
KESTRA ADVISORY SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
IFS GROUP
BANKERS LIFE ADVISORY SERVICES, INC.

Investors

Zane C. Akin
James Warren Baker
Tyler Lawrence Baker
RICHARD ARTHUR ELLINGER
MARC ANDREW SMITH
JAMES WILLARD DEFFENBAUGH
Christopher S Pagotto
Mitchell George Wirth
MICHAEL PAUL SMITH
Derek Orion Mauldin
CHRIS YVETTE POTTS
Toni Michele Robertson
KIM S. HOUCK
MATTHEW ALLEN STOUT
PAUL CHARLES VOLLMAR
David Michael Rudy
MARC EDWARD BOWMAN
Jared Edward Bowman
Jan Zinn
DeSean Gideon Gil Longino
STEFAN NICULAE
JOSEPH WESLEY CLEGG
Michael J Scott
ERIC ADRIAN HUCK
FONDA ERIN MARKLEY
ADAM JASON TARANTINO
Mark Richard Harbaugh
DENNY LEON BRENEMAN
SCOTT DAVID RAAB
David A Hamilton
Molly Virginia Bruce
JOHN DANIEL SPADAFORA
ANDREW KENNETH FRY
KENNETH WALTER FRY
MARTIN EDWARD LEONARD
JOSEPH ANTHONY PERRETTA
JOSEPH EUGENE KRICHTEN
James C Schmitt

Within 25 miles of Wellsville, PA, Best Investors lists 114 registered investment advisory firms with 397 offices nearby, managing about $10.6T in combined regulatory AUM across 1,759,316 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 Wellsville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM