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Best financial advisors in Adamstown, PA

Registered advisers within 25 miles of Adamstown, PA.

Offices
394
Firms
150
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,744,913 clients when Item 5C has a number
Avg / client
$4.13M
Combined AUM ÷ clients

Nearby offices

Firms

GOOD LIFE ADVISORS, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
SOWELL MANAGEMENT
BRADLEY ADVISORY
CETERA INVESTMENT ADVISERS LLC
CREATIVEONE WEALTH, LLC
HIGHTOWER ADVISORS, LLC
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HYPERION FINANCIAL

Investors

Thomas Edward McCrea
GERALD JOSEPH MCCREADY
JOHN LEWIS GOOD
Andrea Bacon
Leon E Horn
THEODORE WILLIAM CAROL
MATTHEW ALAN WILLIAMS
DIANNE MAE LUTZ
RAYMOND PAUL BRADLEY
Amanda Jane Taylor Gehman
Brian Kenneth Asper
Robert Aaron Hostetter
Benjamin Hess Hagy
Zachary Lee Horst
ANDREW STEVEN HEIFER
KEVIN MICHAEL CAVANNA
BRIAN DOUGLAS TRAINER
JAMES BERNARD POOLE
COURTNIE ELIZABETH GRAY
CHRISTOPHER N NEEDS
Woodrow Wilson McGill
CHRISTOPHER CARL WHITCOMBE
Pierce A Giancaterino
NOAH HARRIS BROOKS
William McCanney
STEVEN ROBERT MCNABB
TIMOTHY A SHEEHAN
Michael Joseph Murphy
RANDY JOHN ESHLEMAN
JOSEPH ANTHONY PANCERELLA
TIMOTHY ALBERT RUDY
MARK A STONE
MaryElizabeth Irene Stone
TIMOTHY ANDREW MOGFORD
Brianna Garber
STEPHEN JOSEPH KACH
TYLER CHARLES STORMS
MICHAEL PAUL HARTMAN
DANIEL PAUL CIENIEWICZ

Within 25 miles of Adamstown, PA, Best Investors lists 150 registered investment advisory firms with 394 offices nearby, managing about $11.3T in combined regulatory AUM across 2,744,913 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 Adamstown

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM