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Best financial advisors in Windber, PA

Registered advisers within 25 miles of Windber, PA.

Offices
79
Firms
28
Combined AUM
$5.04T
Firm-wide filings, not assets booked only here
Clients
720K
720,098 clients when Item 5C has a number
Avg / client
$7.00M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
EAGLE STRATEGIES LLC
EDWARD JONES
OSAIC INSTITUTIONS, INC.
EQUITABLE ADVISORS, LLC
INTEGRITY ALLIANCE, LLC.
&PARTNERS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Jesse Eleanor Landis
CYNTHIA ANN ORLOVSKY
KEVIN LEE PILE
ERIC JOHN ORLOVSKY
RICKY ANDREW KALANISH
CHRISTOPHER COLL BENEC
ANDREW CAZIMER WALIGORA
JOHN FRANCIS PAROS
MARK D VIBOSTOK
ROBERT D FINK
Vincent William Vibostok
THERESA MARIE BOGOVICH
JOSEPH RONALD GOODWIN
Anthony Michael DiPaola
JOSEPH ANTHONY ANDERSON
TIMOTHY MARK HENRY
DOUGLAS MacEwen BROWN
Kathleen Marie Willason
RICHARD LEE MARTIN
JOHN BILLETDEAUX
Cody Law
Nathanael Robert Shaffer
MATTHEW JOSEPH ZIMA
JENNINGS WYATT MCGRAW
MICHAEL RYAN LESNEY
DONALD WILLIAM COWIE
Shennoah Miller
KEITH FETZER
MATTHEW JOHN FOX
MICHAEL VINCENT TEDESCHI
CADY KIRKWOOD RANKIN
BETH L RHODES
ERIC PAUL KABLER
Wayne A. Weimer
William James Hargreaves
John Floyd Yerger
LAWRENCE THOMAS GIANNONE
Erin Michelle Sotosky
Frederick Hargnett Thomas

Within 25 miles of Windber, PA, Best Investors lists 28 registered investment advisory firms with 79 offices nearby, managing about $5.04T in combined regulatory AUM across 720,098 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 Windber

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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM