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Best financial advisors in Angelica, PA

Registered advisers within 25 miles of Angelica, PA.

Offices
463
Firms
181
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,759,078 clients when Item 5C has a number
Avg / client
$4.73M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
PERIGON WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
CREATIVEONE WEALTH, LLC
LPL FINANCIAL LLC
GOOD LIFE ADVISORS, LLC
HIGHTOWER ADVISORS, LLC
HYPERION FINANCIAL
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BFC PLANNING, INC.
SOWELL MANAGEMENT

Investors

STEVEN ROBERT MCNABB
MICHAEL LEE KRUMHOLZ
JOHN LEWIS GOOD
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
TYLER CHARLES STORMS
MICHAEL PAUL HARTMAN
DANIEL PAUL CIENIEWICZ
Chere Lynn High-Robles
MARK A STONE
MaryElizabeth Irene Stone
TIMOTHY ANDREW MOGFORD
Brianna Garber
STEPHEN JOSEPH KACH
Jodi Lynn Bukowski
Steven Thomas Hofmann
STEVE H REITER
JOSEPH ANTHONY PANCERELLA
TIMOTHY ALBERT RUDY
TAJAI F SMITH
DOUGLAS ANDREW KAUFMAN
RICHARD ALBERT KAUFMAN
Franklin Jay Singleton
Thomas Edward McCrea
GERALD JOSEPH MCCREADY
MICHAEL PATRICK BUTTERWORTH
DAVID DUKE WELD
DIANNE MAE LUTZ

Within 25 miles of Angelica, PA, Best Investors lists 181 registered investment advisory firms with 463 offices nearby, managing about $13.1T in combined regulatory AUM across 2,759,078 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 Angelica

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM