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Best financial advisors in Atkinsons Mills, PA

Registered advisers within 25 miles of Atkinsons Mills, PA.

Offices
68
Firms
36
Combined AUM
$8.86T
Firm-wide filings, not assets booked only here
Clients
1.62M
1,615,942 clients when Item 5C has a number
Avg / client
$5.48M
Combined AUM ÷ clients

Nearby offices

Firms

WEALTHKARE.COM, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PACKERLAND BROKERAGE SERVICES, INC.
EDWARD JONES
MML INVESTORS SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
BROOKSTONE WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC

Investors

CHRISTOPHER JAY HEASTER
Cinnamon Ann Colony-Chatman
BRUCE JEHU SMITH
NATHAN JOHN CHATMAN
BRUCE JEHU SMITH
Elijah Charles Attlesperger
Preston Lee Sharp
ZACHARY DANIEL STERE
Justin Todd Garber
Dylan Clarence Wentzel
CHASE Randolph ROHRER
JO ANNA SWOPE
Justin Gibboney
Gary Michael Moyer
JASON DAVID MILLER
DAVID GLENN MILLER
Brayden Thomas Border
JEFFREY TODD HAYES
Becca Mae Doyle
Lauren Elisabeth Naylor
JAMES REX NAYLOR
MATTHEW SCOTT WALTERS
Clinton Shane Imes
LUCAS D CRAIG
PETER D. KRUM
STEVEN EUGENE BOYER
ISAIAH MICHAEL WAGNER
Victor Glenn Yoder
Daniel R Corbett
AMANDA LYNNE JENKINS
MALCOLM ROGER PARKS
Megan Danielle Dietz
BRIAN A HUMMEL
DANIEL GERARD AIELLO
DARYL ROBERT SCHAFER
DOMINIC JOSEPH AIELLO
Zikun Cai
Andrew j Riley
Jared Kirk Lourdon
WILLIAM MARTIN LIBERMAN
BRET JOSEPH BUTERBAUGH
BRAD EMORY BUTERBAUGH
MICHAEL JAMES WEAVERLING
ADAM B DUFF
CHRIS SPYKER HOSTERMAN
SCOTT ABRAHAM MARTIN
ERIC MICHAEL TOGGART
MARK ANTHONY THOMAS TAVERNO
PATRICK ALAN MCDONOUGH
ADDISON BARTLETT
KYLE EMORY BUTERBAUGH
Kyle J Funkhouser
Bree Musser
WILLIAM HARRY MARTIN
TERRY RICHARD VARNER
CHARLES ELWOOD DREIBELBIS
DAVID MICHAEL BECKER
ROBERT MARK MEANS
MARK JOSEPH WASIKONIS
Ryan Charles Isenberger

Within 25 miles of Atkinsons Mills, PA, Best Investors lists 36 registered investment advisory firms with 68 offices nearby, managing about $8.86T in combined regulatory AUM across 1,615,942 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 Atkinsons Mills

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM