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Best financial advisors in Alverton, PA

Registered advisers within 25 miles of Alverton, PA.

Offices
196
Firms
64
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.71M
2,706,646 clients when Item 5C has a number
Avg / client
$4.16M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
KEY INVESTMENT SERVICES LLC
OSAIC WEALTH, INC.
OSAIC INSTITUTIONS, INC.
STONEX ADVISORS INC.
ADVICE & PLANNING SERVICES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
CAPTRUST
MML INVESTORS SERVICES, LLC
EDWARD JONES
TCP ASSET MANAGEMENT, LLC

Investors

Bradley Thomas Appleby
ROGER WILLIAM KNOUSE
MICHAEL WILLIAM DOWLING
JOSEPH PAUL PRICE
ROBYN LEWIS
Krysta Lynn Cornelison
JOSEPH DANIEL MALEGO
IOANA GAVRIS WAGLE
ERIC MICHAEL LUCKEY
THOMAS ALLEN DICKEY
Anthony Capotosto
Christina Marie Bryner
RYAN DOUGLAS NAUGLE
DONALD THOMAS FETSKO
MAX RICHARD HOUSE
BRYAN DOUGLAS BOUGHER
SCOTT D PRITCHARD
RICHARD TIMOTHY WILLIAMS
Jason Marcieski
Julie L Heckmann
RYAN MATTHEW PURVIS
Wendy Semkus
AMANDA JO ENGLERT
Vanna M Snyder
Nicole Joy Conway
Chad Michael Ferri
Lisette M King
SHANE KEEFE DOWNEY
FREDERICK L HAAS
Casey Ross Shultz
William J Mc Laughlin
NATALIE YVONNE YAKSICK
RICHARD LUKE MILLER
JEFFREY J HEASLEY
JODY ANN WERNER
PAULA MARIE TREMBA
KEITH PATRICK BISKUP
Joseph Corey Howard
MICHAEL JOHN PASSALINQUA
NICHOLAS MICHAEL WILSON
BRIAN D FETSCO
Seth Kuhns
Chad Rosensteel
JOHN LEONARD RUTTER
ASHLEY BRIAN VARNER

Within 25 miles of Alverton, PA, Best Investors lists 64 registered investment advisory firms with 196 offices nearby, managing about $11.3T in combined regulatory AUM across 2,706,646 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 Alverton

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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