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Best financial advisors in Barto, PA

Registered advisers within 25 miles of Barto, PA.

Offices
626
Firms
218
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,764,084 clients when Item 5C has a number
Avg / client
$5.30M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
GIBBS WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
TRUIST ADVISORY SERVICES, INC.
CLIMECO ENVIRONMENTAL CAPITAL MANAGEMENT LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
SANTANDER SECURITIES LLC
EDWARD JONES
MILESTONE FINANCIAL ASSOCIATES, LLC
WORLD INVESTMENT ADVISORS, LLC
INTEGRITY ALLIANCE, LLC.

Investors

MELVIN DALE NACE
LINDSEY JO BORGESE
THEODORE M MOYER
BARRY LEE WELLER
PAUL VALERIO
DEBORAH J HARRIS
BRIDGIT DIANE HOLLY
KENNETH JOHN KRIEBEL
Benjamin S Kline
Waheed Abisoye Gbadamosi
Sarah Elizabeth Fontanez
Janna Mary Lutz
BRUCE D HILLEGASS
DAVID SAMUEL COULT
JEFF W LANSCEK
Holly O Clarke
Jeffrey Alex Hegedus
Justin T Poccia
Mihir Shital Saudagar
JUSTIN RUSSELL MILLER
PAUL ANTHONY JULIANO
THOMAS SCOTT BARTHOLOMEW
JOSEPH JOHN BORGESE
DOUGLAS MICHAEL DOUGHERTY
Bonnie Lynn Thompson
Sean Lyons
RONALD JOHN YELLETS
JON M ERNST

Within 25 miles of Barto, PA, Best Investors lists 218 registered investment advisory firms with 626 offices nearby, managing about $14.6T in combined regulatory AUM across 2,764,084 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 Barto

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