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Best financial advisors in Aaronsburg, PA

Registered advisers within 25 miles of Aaronsburg, PA.

Offices
51
Firms
26
Combined AUM
$5.72T
Firm-wide filings, not assets booked only here
Clients
587K
586,802 clients when Item 5C has a number
Avg / client
$9.75M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
VICUS CAPITAL, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
BUFFALO VALLEY WEALTH PLUS
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
AMERITAS ADVISORY SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
BROOKSTONE WEALTH ADVISORS, LLC
MCCANN WEALTH STRATEGIES,INC.

Investors

James Franklin Peterson
Isaac Jonathan Balban
FRANK DARDEN MOORE
MALCOLM ROGER PARKS
Megan Danielle Dietz
JACOB ROSS BILTZ
HOWARD LE ROY GREGG
Luis Rafael Montesinos
Michael David Miller
Lance David Miller
Pierce Gregory Edinger
Brendan David Mutchler
BETSY J GUFFEY
MICHAEL EVERARDO CAMACHO
DAVID ERIC EIA
JAMES PATRICK WEAVER
BENJAMIN CLANCY BURNS
Travis Allen Guthrie
Alicia Ann Dietrich
Scott Eric McKee
GEORGE FOUNTAIN STONE
BRIAN A HUMMEL
Victor Glenn Yoder
Daniel R Corbett
ISAIAH MICHAEL WAGNER
STEVEN EUGENE BOYER
ADAM ELIOT TRUITT
JONATHAN F KING
RACHEL LYNN KLINGER
JASON MATTHEW EBERHART

Within 25 miles of Aaronsburg, PA, Best Investors lists 26 registered investment advisory firms with 51 offices nearby, managing about $5.72T in combined regulatory AUM across 586,802 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 Aaronsburg

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM