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Best financial advisors in Baederwood, PA

Registered advisers within 25 miles of Baederwood, PA.

Offices
1,864
Firms
701
Combined AUM
$44.8T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,576,627 clients when Item 5C has a number
Avg / client
$12.5M
Combined AUM ÷ clients

Nearby offices

Firms

CROSSGATE WEALTH ADVISORS, LLC
EQUITABLE ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
KESTRA ADVISORY SERVICES, LLC
SANCTUARY ADVISORS, LLC
LPL FINANCIAL LLC
INNOVA WEALTH PARTNERS, LLC
SPC
CREATIVEONE SECURITIES, LLC
TD PRIVATE CLIENT WEALTH LLC
CETERA INVESTMENT ADVISERS LLC
CITY INVESTMENT ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.

Investors

Brandon Tyler Zahal
JOHN DAVID REA
Nickolaus Christopher von Dohlen
ERIC H LORENZ
Brian Eric Lorenz
JENNIFER LYNN ANDERSON
SEAN Glendon DANKS
MICHAEL DICHRISTOFARO
Nikolai Gasiorowski
DAVID MARK DRAKE
PHILIP STONE MORGAN
Robert JOSEPH O'Hara
SHANE T FOX
Jennifer Fisher
WILLIAM G DEGENER
Matthew Prince
Kevin Anthony Newbert
Sean Fasanella
Samantha Marie McKee
Serena Mao
Michael Raymond Vanaria
GRANT C HOLDREN
CHRISTOPHER JOHN LYMAN
JAMES EARL FOOTE
ISIDORE R OGOUSSAN
WILLIAM HAYWOOD BROMLEY
STEPHEN DAVID SCHMIDT
JONATHAN INZERO
IAN ANDREW FOSTER
KYLE F BRUNER
John Michael Orobono
MITCHELL JAY ADLER
KELLY CRISCI
Nicholas Steven Sarlo
Kevin Anthony
JOSEPH THOMAS AMENDOLARA
JOSEPH ANTHONY ROMANOSKI
GRACE SHWUHUEY HUANG
Luis Carlos Rigo Salmeron
DHARAM RAJENDRAN GUNNIA
MIGUEL RICO FIEL
CHIOMA BENEDICTA UGORJI

Within 25 miles of Baederwood, PA, Best Investors lists 701 registered investment advisory firms with 1,864 offices nearby, managing about $44.8T in combined regulatory AUM across 3,576,627 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 Baederwood

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

1 VANGUARD GROUP INC $11.1T AUM 2 VANGUARD CAPITAL MANAGEMENT, LLC $8.44T AUM 3 VANGUARD PORTFOLIO MANAGEMENT, LLC $2.66T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM