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Best financial advisors in Balls Mills, PA

Registered advisers within 25 miles of Balls Mills, PA.

Offices
45
Firms
21
Combined AUM
$8.73T
Firm-wide filings, not assets booked only here
Clients
1.04M
1,044,241 clients when Item 5C has a number
Avg / client
$8.36M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
HUDOCK CAPITAL GROUP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
JANNEY MONTGOMERY SCOTT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUSTMONT ADVISORY GROUP, INC.
MORGAN STANLEY
OSAIC WEALTH, INC.
KINTRA WEALTH, LLC
RAYMOND JAMES & ASSOCIATES, INC.
BANKERS LIFE ADVISORY SERVICES, INC.

Investors

ASHLEY A MILLER
Steven Robert Thomas Jones
SHELDON DUANE CASTLE
JASON RICHARD ENGEL
MICHAEL MARVIN SCHICK
TIMOTHY EDWARD BENNER
CURTIS GREGORY FAY
Philip Sunderland
SHELLEY SUE WHITNACK
WAYNE LEY DIEFFENDERFER
MICHAEL JOSEPH HUDOCK
JOHN DAVID KOLB
AMANDA M PHILLIPS
JOSHUA CHARLES YODER
Amber Lynn Pennycoff
CHRISTINA JEAN CLINE
BARBARA BENNER HUDOCK
ANTHONY LOUIS DISALVO
JOSE ANTONIO SERRA
ALLAN ROBERT ROBERTSON
Sydney Jane Robertson
Denise Michele Plankenhorn
STEPHEN DERUE LOWE
Aaron Raemore
DEBRA SUE SCHNEIDER
BRENDA LOU KRICK
MICHAEL WILLIAM BUSH
JASON C PHILLIPS
Mitchel B Thomas
LISA Marie CENDOMA
TRACY JEAN COLE
Jesse Y Hayhurst
Robert Lario
Caleb N Harris
GEORGE EDWARD BIERMAN
Allen W Kiessling
WILLIAM F DANIELS
BRANDY RAE PLOCINSKI
COURTNEY KASENCHAK
John Richard Confer
MATTHEW JOSEPH CRAMER
CHRISTINE MARIE MARRAZZO
Michael Lee Bennett
RYAN THOMAS CIOFFI
Ryan Allen Miller
David Tanney
Megan Jo Fisher
DANIEL NORMAN LEHMAN
SHELBY JEAN MULBERGER
TRACY LYNN HUDSON
Nicholas D Reeder
RHETT HEALY MERCHANT
MARK A HUFFMAN
JOHN MICHAEL FISCHETTI
RODD JACKSON MELZER
Noah A Huffman
JAMES OAKLEY MOFF
JARRETT ALLEN JONES
JAKE DANIEL WEBER
DEBRA JEAN MOFF
BRETT WESLEY GOOD
ANDREW C HARRIS
MICKEY SHAWN BRYAN
MATTHEW GIAUQUE EDMONDS
Michael Fahrney Primiani
CARSON LEYDECKER
Ross Jarrett
KEITH LOUIS SPRAUER
JAMES JONATHAN DINSMORE
EDWARD VINCENT BARONE
JOSEPH FRANCIS BOYLE
MICHAEL PAUL KOLB
JOSHUA M MURRAY
RACHAEL YVONNE CLARK
TIMOTHY MINWOO JUN
Connor J Barbella-Roesler
Jesse James Cornell
Chad Kreda
Garrett Jordan Collins
Matthew Curtis Swales
TODD MICHAEL RISHEL
CATHERINE ELIZABETH FARLEY
ANDREW CRAIG TUPLER
WILLIAM SCOTT DINAN
Julie Anne Drainville
JENICA LYN ROFFINA
John Michael Courville
Michaela Marie Settlemeyer
CHRISTINE NOELLE ENGEL
Kyle T Snyder
Terri Ann Fought
JOSHUA SUNANDAY
CRAIG R FOUGHT
Brian Christopher Pick
Logan John Pick
BRADLY JAMES SUNANDAY
Michelle Renee Smith

Within 25 miles of Balls Mills, PA, Best Investors lists 21 registered investment advisory firms with 45 offices nearby, managing about $8.73T in combined regulatory AUM across 1,044,241 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 Balls Mills

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM