Best Investors Account Sign in

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

STEEL TOWER INVESTMENTS
CITIZENS SECURITIES, INC.
CERITY PARTNERS LLC
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
HENDERSON BROTHERS FINANCIAL PARTNERS LLC
LPL FINANCIAL LLC
HAZARD & SIEGEL ADVISORY SERVICES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
SMART FINANCIAL GROUP, LLC
INCLINE EQUITY PARTNERS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NEWEDGE ADVISORS

Investors

KENNETH LYNN URISH
ELIZABETH ANN URISH
BRADFORD WILLIAM HESS
JAMES ARVID MARKS
STEPHEN J ROHM
JUSTIN PHILLIP BRAHIM
Rodger A Jordan
NICHOLAS M DZIELSKI
STEVEN ERIC BERTOLO
NATALEE ANN ESPOSITO
Bradley Joseph Prosper
JOSEPH GUGLIOTTA SALPIETRO
BRET JONATHAN STUTZMAN
Christina Marie Salpietro
JOHN HERMAN CUMMINGS
MICHAEL BERNARD GIAMMATTEO
JOHN TYSON IFFT
EDWARD CHARLES IFFT
DEVIN MOWRY BLUEMLING
Christopher D. Burton
FRANK A DESHANTZ
MEGAN WARZINSKI
CHRISTOPHER JAY SECURCHER
CRAIG THOMAS YOCHUM
JACK PATRICK RYAN
JOSEPH ANTHONY CRAVOTTA
TIFFANY MARIE BENIGNI
ROBLYN MARIE KELLY
DANIEL WALKER GREALISH
Austin William Krise
GABRIEL ANTONI
Sierra Christian
JOSEPH MICHAEL KELLY
SCOTT FRANCIS FREMER
BENJAMIN ERIC RATHFON
JOHN MICHAEL KIRKPATRICK
William Gillies McMillan
THOMAS BRIAN GREALISH
KEVIN BOVE
ANTHONY J BARONE
PAUL KENNETH RUDOY
MARK R. EXLER
Cole Philip Chiappialle
MICHAEL PAUL PFEUFFER
STEPHAN RONALD ERNHARTH
TANNER Steven KOBAL
MARK FREDERICK KUEHN
ALAN IVES CAULKINS
STEVEN RICHARD HILL
HEATH ALEXANDER KAYDO
LUKE MARK KUEHN
Eric William Spiker
Brooke Marzullo
ALFRED WILLIAM TODD
JOSLYNE B Counselman
DJULIARTO NG
THOMAS CHARLES PFEIFER
WILLIAM JOSEPH WOODS
WILLIAM HENRY JENKINS
KYLE PETER SMITH
JAMES NORMAN WERT
Rebecca A Bryan
ROBERT JOSEPH PALMER
SARAH WENGER GOFFE
Charles Wurdack

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