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Best financial advisors in Atlantic, PA

Registered advisers within 25 miles of Atlantic, PA.

Offices
50
Firms
20
Combined AUM
$4.60T
Firm-wide filings, not assets booked only here
Clients
585K
584,731 clients when Item 5C has a number
Avg / client
$7.86M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
BROOKHOUSE ADVISORS
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC
JANNEY MONTGOMERY SCOTT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

RANDY ALAN SHAFFER
EVAN REID GERBER
Deborah Ann Obenrader
Andrew H Eshelman
Jacob Eshelman
Matthew Robert Stearns
Ryan Messenger
NOAH DANIEL RICHARDSON
JOSEPH HERBERT HENEGAN
ZACHARY JOSEPH HENEGAN
TYLER WASSER
Matthew Ryan Mcewen
Robyn A Yahner
Nicholas Anthony Rinella
Michael Charles Mahoney
STEPHEN RAY LEWIS
DOW WILLIAM LINDHOLM
Max Messett
KEVIN JOSEPH ORSINGER
Joshua Jordan Chiesa
MEGHAN LEIGH STONE
TIMOTHY DAVID RIGGS
TYLER E GRAHAM
Gregory Curtis
Richard Wayne Laird
WILLIAM DOUGLAS MCCULLOUGH
ANDREW JAMES ALEXANDER
Katherine Lynn White-Hartman
CAROLYN JEAN TEWELL
DANIEL PHILLIP WILLIAMS
DAVID LOUIS ASTRY
Robert G Brest
ALEXANDER WEIR

Within 25 miles of Atlantic, PA, Best Investors lists 20 registered investment advisory firms with 50 offices nearby, managing about $4.60T in combined regulatory AUM across 584,731 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 Atlantic

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM