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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

THE HUNTINGTON INVESTMENT COMPANY
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
MARION WEALTH MANAGEMENT
COY CAPITAL MANAGEMENT
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

SHELLEY R CONEYBEER
RONALD TIMOTHY LOPRESTI
JONATHAN CAPLAN WEISS
ANDREW JOSEPH CAPETS
Roberta M Wagner
SHAWNA L Sklarsky
CHAD MCCONNELL
DEAN ALLEN PONTERIO
MICHAEL JON BUDINSKY
JEFFREY DONALD LOTT
ETHAN EDWARD MISOUR
Gabriella Lo Tito
MICHAEL STANLEY MARION
Erin Lindsay Britton
Scott Coy
ROBERT PHILIP HILF
COLLEEN R TIRPAK
Nicholas R Carretta
DAVID JOHN RICH
LANCE RICHARD CUNNINGHAM
MATTHEW DAVID ORMAN
MICHAEL ANTHONY CARRETTA
GARRETT PETER HELFRITCH
JANA LUANN MERLO
DANIEL WILLIAM MEGALUDIS
MARK A PONKO
Gio Vonne James Sanders
NATALIE KATHLEEN HOOPER
Joyce Lynn Sullivan
DANIEL LAWRENCE MCELHINNY
KERRI LYNN LLEWELLYN
Alex J Battista
KEITH R FULTON
Brandon Charles Ledoux
Michael Clark
SHAWN HENRY KING
FRANK A DESHANTZ
Matthew Kloos
ANDREW SHEAR NEFT
ANTHONY J RANALLI
JOHN WALTER REKASIE
AMIE Hernandez
Shannon D Schlatterer
ERIC JOSEPH BROWN
STEPHEN R OCH
ERIC JOHN DOCHERTY
DAVID MICHAEL JOSEPH
JEREMY J KOENIG
Jennifer Sekscinski
JOHN PHILLIP NEHRIG
Michael Alan Wellmon
Alexander William Hall
JESSICA N LIPNISKAS
Ghada Osta
JOHN KENNEDY BUGGY
LAWRENCE M HAGAN
BRANDON JOSEPH FASENMYER
JOSHUA JOSEPH BELL
Heather Maria Barr
BRADLEY MICHAEL DOLHI
Charles Calogero LoCicero
Valentino Hernandez
Jacob Ryan Fuller
Geoffrey Skadra
Ethan Gengarella
KATY DEMARCO BIDDLE
Matthew Smallidge
Jarrod Frazier
PATRICK J DUFFY
TALIN A DRABIK
NICOLE CATHERINE MOSES
Christopher Benjamin Conrad
BRETT WILSON
REGINALD HOLT
EVAN HORSLEY
Elgeva B Valentine
JEFFREY KEITH RUFFING
RICHARD J. SMITH
JEFFERY SCOTT BERTHNEY

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