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Best financial advisors in Arcadia, PA

Registered advisers within 25 miles of Arcadia, PA.

Offices
44
Firms
22
Combined AUM
$5.40T
Firm-wide filings, not assets booked only here
Clients
655K
655,233 clients when Item 5C has a number
Avg / client
$8.24M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
HAZARD & SIEGEL ADVISORY SERVICES LLC
AMERITAS ADVISORY SERVICES, LLC
OSAIC INSTITUTIONS, INC.
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
PRIVATE ADVISOR GROUP, LLC
SIGNAL ADVISORS WEALTH, LLC
EAGLE STRATEGIES LLC
STRATOS WEALTH PARTNERS, LTD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

DAVID WILLIAM SMITH
THOMAS MURRAY STEFFEY
MICHAEL ALAN MUMAU
ERIC E BRITTON
ROBERT DAVID MONKELIS
MARINA DANIELLE STEPHENS
LETITIA CORDELL
Ryan James Holtz
MATTHEW RYAN HOLTZ
BRIAN JAMES SIMANSKI
DAVID CHADWICK FRICK
David Levi Frick
Devon Matthew Murphy
MARK LUCHESA
Nolan Gregory Stokes
Levi Joshua Allison
DOUGLAS MICHAEL STEVE
TYLER ORION RUBY
Shannon Jo Kimmel
MELINDA J DISQUE
KURTIS RAYMOND KUYAT
LARRY ALBERT CATLOS
Scott G Weber
LUKE ANDERSON
Donna M Yvanek
Lee Ann Hart
SHANNON MARLENE SOTTILE
Owen W Kegel
Nicholas J Westrick
Matthew Difilippo
Vincent Daniel Hanig
Garrett Britton
Shawn Michael Steffee

Within 25 miles of Arcadia, PA, Best Investors lists 22 registered investment advisory firms with 44 offices nearby, managing about $5.40T in combined regulatory AUM across 655,233 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 Arcadia

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM