Best Investors Account Sign in

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

LPL FINANCIAL LLC
OSAIC WEALTH, INC.
HEARTHSTONE FINANCIAL GROUP
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL ENTERPRISE, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GIRARD ADVISORY SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
PERIGON WEALTH MANAGEMENT, LLC

Investors

Chere Lynn High-Robles
Jodi Lynn Bukowski
Steven Thomas Hofmann
STEVE H REITER
DOUGLAS ALLEN DARLING
HARRY RICHARD NEIDERMYER
Sarah Allison Darling
MARLIN G. MUSSER
RYAN DANIELS
Kathryn Focht
TAJAI F SMITH
DOUGLAS ANDREW KAUFMAN
RICHARD ALBERT KAUFMAN
Franklin Jay Singleton
Jennifer Marie Philbert
Ronald Jeffrey Burroughs
SHELDON MARK BRUBAKER
JOSEPH JOHN HOWE
Tyler Arthur Trettin
Christina M Gaston
DONALD LEE DOOLITTLE
THOMAS PAUL LUTZ
DARREN JAMES MARCH
ROBERT JOHN STOUDT
LISA ELIZABETH ASHCROFT
AMY JO MARTIN
Tracy Lee Walter
RICKY LEE SPEICHER
MICHAEL LEE KRUMHOLZ
JOSHUA LUKE DELP
LAWRENCE MICHEAL LUBAS
VALERIE N DELP
GARY L SHUMATE
JASON KURRASS
JOHN RICHARD SCHROLL
STACY JEAN PFIZENMAYER
ANN C KAVANAUGH
TRAVIS DAVID FREDERICKS
BRYAN ANTON STEPHEN
PETER WARREN MILLER
GARY LEE NOECKER
BENJAMIN JOHN LAMANNA
KEVIN JOSEPH MILLER
JOSEPH RANDALL MILLER
PAMELA MARIE SUTLIFF
Michael Alexander Herman
LORI GOOD BRENNAN
VIRGIL A KAHL
Gregory Scott Frank
Jose Aramis Arevalo
Brian Guenard
ANGELA RENEE ALEXANDER
Tara Garcia
ROBIN WOOD PYSHER

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