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Best financial advisors in Bakers Summit, PA

Registered advisers within 25 miles of Bakers Summit, PA.

Offices
83
Firms
28
Combined AUM
$5.00T
Firm-wide filings, not assets booked only here
Clients
707K
706,662 clients when Item 5C has a number
Avg / client
$7.08M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
VIMCOR
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC INSTITUTIONS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
PRINCIPAL SECURITIES, INC.
KOOMAN & ASSOCIATES

Investors

TODD DAVID FREDERICK
DAVID ROBERT FREDERICK
MARY ANN BOLT
GARY BRIAN VASSALOTTI
JAMIE PATRICIA MOYER
PAUL WALLACE GOOD
DANA MICHELLE PEO
Joseph James DeRiso
LINDSEY MARIE PARRISH
LISA MINDELLE MANCINELLI
MICHAEL DAVID EARDLEY
Stephen Paul Tidd
DOUGLAS DUANE REIGH
JEFF ASHLEY HINISH
Jonah Snowberger
JAY ARMAND HINISH
Katlin Webb
TAMMY G FRANK
BETH A MONAHAN
STEPHEN DENNIS BICKLEY
EDWARD JOSEPH MATOSZIUK
AMY LYNN BOGGS
ALBERT NASEEB MASOOD
MICHAEL JAMES LYKENS
JAMES ALEXANDER MUIR
John Charles Barton
ELIZABETH ANN JOHNS
BRIAN UHLINGER
KIMBERLY ANN GILDEA
BARRY CHARLES CLAPPER
BRENDA LEE ECKENRODE
ROBERT MATTHEW BAINEY
TRAVIS MARSHALL MCCHESSNEY
NICHOLAS PAUL DE LONGIS
KIM MARIE SMITH
Paul Weimer
JULIE A LERCH
THOMAS LEROY WEIMER
PAUL JOSEPH DELONGIS
JAMES HOWARD CAMPBELL
BARRY THOMAS COMPTON
KAREN KOAST SCHRAFF
ROBERT JAMES BECK
JESSE JOSEPH ICKES
JANET M SMITHBOWER
KIM MARIE FOGLE
COLIN JOSEPH BURNS
KAITLIN MARIE EBERHART
BRITTANY LEE MADDEN
Sarah Katherine Decker
KENNETH JOSEPH NOLL
LINDA R BURNS
Adam Michael Fogle
DONALD JOHN POPOVITCH
KENNETH OWEN DECKER
JOHN STEPHEN STANEK
TIMOTHY JAMES HOLTZ
AMY LYNN DELAUTER
Justin Richard Best
STACY MARIE ANDERSON
KYLE W MOERSCHBACHER
Robert Statzell Krimmel
JEFFREY NICHOLAS STARKEY
KATHRYN KOOMAN STARKEY
Jackson Darius Boyer

Within 25 miles of Bakers Summit, PA, Best Investors lists 28 registered investment advisory firms with 83 offices nearby, managing about $5.00T in combined regulatory AUM across 706,662 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 Bakers Summit

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM