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Best financial advisors in Weston, PA

Registered advisers within 25 miles of Weston, PA.

Offices
72
Firms
33
Combined AUM
$5.04T
Firm-wide filings, not assets booked only here
Clients
669K
668,699 clients when Item 5C has a number
Avg / client
$7.53M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
WAGNER WEALTH MANAGEMENT, CORP.
MACRO ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
GFS FINANCIAL ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
HORNOR, TOWNSEND & KENT, LLC
PFS INVESTMENTS INC.
LINCOLN INVESTMENT

Investors

LEONARD MICHAEL MUDLOCK
RYAN JOSEPH MCANDREW
Justin Chase Warfel
KYLE SCOTT WAGNER
ALLEN SCOTT WAGNER
HERMAN ALFRED DODSON
RANDY P RUTKOSKI
SAMUEL NALESNIK
NICHOLAS ALEXANDER KUBISHIN
FRANKLIN ANTHONY ATOR
CHRISTOPHER STEPHEN KUBISHIN
CHRISTOPHER C KOKINDA
RONALD LOUIS AMENTLER
Matthew Manfredi
Thomas Warren Seigendall
Marti Stanley Joines
DONALD ALEX GALADE
JACE WHITAKER
ALAN EMERY WHITAKER
William Joseph Feudale
ANDREA LYNN EMPIE
RICHARD ARTHUR HOUSEKNECHT
SEAN THOMAS BLACK
JAMES CLARK DUNN
GORDON CHARLES BITLER
MEGAN MARIE SMITH
Jordan Isaiah Little
BRAD M WARHURST

Within 25 miles of Weston, PA, Best Investors lists 33 registered investment advisory firms with 72 offices nearby, managing about $5.04T in combined regulatory AUM across 668,699 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 Weston

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM