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Best financial advisors in Annville, PA

Registered advisers within 25 miles of Annville, PA.

Offices
390
Firms
130
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.79M
2,786,033 clients when Item 5C has a number
Avg / client
$4.11M
Combined AUM ÷ clients

Nearby offices

Firms

WEALTH QUEST, LTD.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J. W. COLE ADVISORS, INC.
EDWARD JONES
OSAIC INSTITUTIONS, INC.
AMERITAS ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIRST LIGHT WEALTH
MERIT FINANCIAL ADVISORS
BRYN MAWR TRUST ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

ROBERT KENNETH PARKS
VALERIE KRISTIN MCBRIDE
BENJAMIN NATHANIEL RICKER
KELLY JEANETTE PARKS
JAMES CARL SPRECHER
Malene Kirsten Frost
JEFFREY SCOTT KRALL
PHILLIP ROBERT PALANZO
Alexander William Tyson
THOMAS HENRY GARLIC
HANNAH PHILLIPS SPERAW
KERIN EDWARD FOLEY
Edward Michael Thomas
Gavin Harrison Flowers
THOMAS EVAN ZEWE
FREDERIC CASSIVI
Vincent J Catalano
Brian C Kennedy
John A Foltz
DAVID JAMES HUNTER
SCOTT ALLEN LUMBATIS
GREGORY KEITH RICHARDS
MARK DANIEL SKOLKA
ANDREW G KEEFER
DAVID MICHAEL EDWARDS
Nathan Smith
Paul Matthew Smith
Ryan Paul Smith
CRAIG BRADFORD EASTWOOD
Todd Michael Deiter

Within 25 miles of Annville, PA, Best Investors lists 130 registered investment advisory firms with 390 offices nearby, managing about $11.4T in combined regulatory AUM across 2,786,033 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 Annville

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