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Best financial advisors in Bangor, PA

Registered advisers within 25 miles of Bangor, PA.

Offices
251
Firms
96
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
1.79M
1,788,636 clients when Item 5C has a number
Avg / client
$7.35M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GREAT VALLEY ADVISOR GROUP, LLC
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
PRIVATE ADVISOR GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIZENS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
EDWARD JONES
VICUS CAPITAL, INC.
TRUIST ADVISORY SERVICES, INC.
STONEX ADVISORS INC.

Investors

JOHN ANTHONY GISOLFI
Kurt Ryan Kowalski
TIMOTHY N YOUNG
LUKE H HOFF
ROBERT CHARLES SCHUBERT
SAMANTHA MARIA PRUSIA
KRISTY Jo KUREK
VICKI RACHELLE KIRKPATRICK
MELISA D. B. MERSINI
MARY BETH B DONAS
KEVIN PATRICK YURKO
JEFFREY M MUTCHLER
DAVID MICHAEL DAHAN
JAMES ANDREWS DUNN
Jeremiah Tyler Clarke
Michael Phillip Peterson
LAURA KRISTINE SANTELLI
TROY HARVEY SMITH
Patrick Michael Boran
TERRY RAY SWARTZENTRUBER
TARIK HAMILTON EL-BASSIOUNI
NANCY F ROBILOTTA
Paola Andrea Gallego
LISA ANN CARDWELL
KEVIN C DONNELLY
SHARON ANN STARKES
Sean F Robilotta
PETER THOMAS JOSEPH
NICOLE O'MALLEY
JEFFREY THACHER WEEKES
William Charles Newman
YVONNE LESLIE REITEMEYER
Travis Mattson
MATTHEW DAVID BIRNBAUM
DWAYNE LYN SNYDER
GARY G STOUDT
Andrew J Mill
ERIC MARK FEHR
DANIEL JOSEPH FLOOD
SCOTT CURTIS BUTLER

Within 25 miles of Bangor, PA, Best Investors lists 96 registered investment advisory firms with 251 offices nearby, managing about $13.1T in combined regulatory AUM across 1,788,636 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 Bangor

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM