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Best financial advisors in Academia, PA

Registered advisers within 25 miles of Academia, PA.

Offices
36
Firms
20
Combined AUM
$6.31T
Firm-wide filings, not assets booked only here
Clients
957K
956,710 clients when Item 5C has a number
Avg / client
$6.59M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BROOKSTONE WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
AVIATOR FINANCIAL, LLC
RWM ASSET MANAGEMENT, LLC
WEALTHKARE.COM, INC.
OSAIC WEALTH, INC.

Investors

ADAM ELIOT TRUITT
JONATHAN F KING
BRIAN A HUMMEL
PETER D. KRUM
Clinton Shane Imes
LUCAS D CRAIG
Becca Mae Doyle
Lauren Elisabeth Naylor
JAMES REX NAYLOR
MATTHEW SCOTT WALTERS
STEVEN EUGENE BOYER
ISAIAH MICHAEL WAGNER
Victor Glenn Yoder
Daniel R Corbett
WILLIAM EARL BENNER
Anna Lynn Santini
ROBERT WILSON MORRIS
ROBERT WILSON MORRIS
Preston Lee Sharp
MALCOLM ROGER PARKS
Megan Danielle Dietz
MICHAEL BRIGHT BYERLY
CHRISTOPHER JAY HEASTER
Cinnamon Ann Colony-Chatman
BRUCE JEHU SMITH
NATHAN JOHN CHATMAN
BRUCE JEHU SMITH
Elijah Charles Attlesperger
MICHAEL EUGENE SHOPE
Darwin Smith
PATRICK LEE WILLIAMS
DAVID CHESTER MCALISTER
TROY HARVEY LANDIS
Collin C Cook
THOMAS JOHNSON PAUP

Within 25 miles of Academia, PA, Best Investors lists 20 registered investment advisory firms with 36 offices nearby, managing about $6.31T in combined regulatory AUM across 956,710 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 Academia

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 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM