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Best financial advisors in Atglen, PA

Registered advisers within 25 miles of Atglen, PA.

Offices
567
Firms
234
Combined AUM
$14.4T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,828,206 clients when Item 5C has a number
Avg / client
$5.08M
Combined AUM ÷ clients

Nearby offices

Firms

CLEAN CARS MANAGEMENT, LLC
CLEAN CARS MANAGEMENT II, LLC
CLEAN CARS MANAGEMENT III, LLC
RAI ENERGY FUND MANAGER LLC
RAI NATURAL GAS MANAGER, LLC
BLOCKCHAIN ASSETS MANAGER
STATE FARM INVESTMENT MANAGEMENT CORP.
SIMPLICITY WEALTH
BARE WEALTH ADVISORS
KESTRA ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CROSSWALK INVESTMENT ADVISORY, INC.
LPL FINANCIAL LLC

Investors

RYAN KEITH TYLER
Trent Michael Hart
CURTIS MARK BURKHOLDER
RONALD DEAN BARE
RYAN MATTHEW KURTZ
JAMES GREGORY WAHLBERG
Adam David Black
David Lon Denlinger
CLAIR LAMAR KING
Kurtis M Eby
Adam Sweigart
ALEXANDRE S COSTA
JEFFREY MICHAEL WOLF
IAN KAHIL
Charles Edward Tilkens
David Paul Dively
REBECCA LORRAINE MCGEHEAN
BRENT ALLEN MELRATH
David Michael Trainor
Elizabeth Ann Darling
JOHN CHARLES DELP
Tamara L Tilton
Joseph Cameron Oliver
Jonathan Williams
JOEL EVAN LONG
LEE ERIC KERR
EDWARD JURIS PLAKANS
JENNIFER CAROL LOWDEN
CHARLES RUSH FISHER

Within 25 miles of Atglen, PA, Best Investors lists 234 registered investment advisory firms with 567 offices nearby, managing about $14.4T in combined regulatory AUM across 2,828,206 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 Atglen

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM