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Best financial advisors in Avalon, PA

Registered advisers within 25 miles of Avalon, PA.

Offices
801
Firms
270
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,267,215 clients when Item 5C has a number
Avg / client
$5.57M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CWM, LLC
ALLEGHENY FINANCIAL GROUP
ALLEGHENY INVESTMENTS
W&S BROKERAGE SERVICES, INC.
USA FINANCIAL SECURITIES LLC
ANALYTX CAPITAL MANAGEMENT LP
DS WEALTH ADVISORS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WESBANCO SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ON INVESTMENT MANAGEMENT CO
AUSDAL FINANCIAL PARTNERS, INC.
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
FINANCIAL ADVISORS CONSORTIUM, INC.
MILESTONE ASSET MANAGEMENT, LLC
OSAIC WEALTH, INC.

Investors

SHANE M SUDERS
Olivia Goodwill
NEAL ANTHONY MCGRATH
BRANDON JAMES HAYNES
DARIN BRYCE HAWN
JOSEPH ADAM MARSTELLAR
JASON E GRAPER
Courtney Ann Collins
JOSEPH CHARLES CLARK
Ariel Irene Elise Watson
NANCY DUGAN MCKEE
RALPH SAMUEL BOYD
CHRIS PATRICK WIEDER
TERRY LEE KNEPP
MATTHEW DANIEL KELLY
WYATT SAMUEL STEN
Cassidy Richardson
MICHAEL DYKES
Katrina Louise Brown
Matthew David Haller
Christopher Thomas Smith
Maria Jeannette Koedel
MaryKate Burkes
Caleb Robert David Boy
MICHAEL ANTHONY MONTILEONE
DAVID MICHAEL JETER
JONATHAN A KUHN
ROM STEVEN HURST
JOHN RYAN WALCZAK
ERIC J MATSKO
IAN DANIEL CERMINARA
BENJAMIN ROBERT GROM
MATTHEW RYAN JASPERT
JAMES FRANKLIN ALEXANDER
JASON D BENDIK
ROBERT ALAN SPICHER
RHYLIE ANN REARICK OCHS
BRYAN DAVID HOOVER
JASON MICHAEL BOLEN
SEAN JOSEPH HOOVER
JOSEPH FREDERICK HOOVER
DAVID HUGH REARICK
TRANG ATHENA LE
Sarah Enis
BERNARD MICHAEL AVON
DAVID WAYNE SCHLEIS
JONATHAN GREGORY HELLER
MITCHELL PAUL MERCER
WILLIAM M MERCER
CHAD L. LINO
PATRICK JOHN DICKEY
CHARLES WILLIAM ROSS
JEREMY MATTHEW VENTO
Jarrod Frazier
Keith T Lohm
ALAN LAURIN PERSHING
DAVID EUGENE MARTIN
Calen K. Cummins
Colin Charles Joseph Barcley
Dennis John Jacques
WILLIAM JOHN STROYNE
Zachary James Stroyne

Within 25 miles of Avalon, PA, Best Investors lists 270 registered investment advisory firms with 801 offices nearby, managing about $18.2T in combined regulatory AUM across 3,267,215 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 Avalon

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 MELLON INVESTMENTS CORPORATION $874B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM