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Best financial advisors in Bartonsville, PA

Registered advisers within 25 miles of Bartonsville, PA.

Offices
84
Firms
39
Combined AUM
$8.49T
Firm-wide filings, not assets booked only here
Clients
1.27M
1,272,366 clients when Item 5C has a number
Avg / client
$6.67M
Combined AUM ÷ clients

Nearby offices

Firms

FRAZIER WEALTH MANAGEMENT
BROOKSTONE CAPITAL MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VICUS CAPITAL, INC.
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIZENS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
PFS INVESTMENTS INC.
EDWARD JONES
PNC WEALTH MANAGEMENT LLC

Investors

RON L FRAZIER
Joseph Hamoui
CHARLES GAROFALO
JOSIAH GRAUSO
RALPH ANTHONY GRAUSO
MICHAEL ADAM SAVAGE
YVONNE LESLIE REITEMEYER
Travis Mattson
MATTHEW DAVID BIRNBAUM
MELISA D. B. MERSINI
MARY BETH B DONAS
KEVIN PATRICK YURKO
JEFFREY M MUTCHLER
DAVID MICHAEL DAHAN
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
JAMES ANDREWS DUNN
ROCCO STIGLIANO
David Colon
DARLENE FAYE DOTY
CHRISTOPHER CLEAVER
William Charles Newman
Ashley Marie Bolton
MICHAEL JOSEPH CHELL
HAROLD EDWARD HAGY
MATTHEW JOHN FIELD
Alex Howe

Within 25 miles of Bartonsville, PA, Best Investors lists 39 registered investment advisory firms with 84 offices nearby, managing about $8.49T in combined regulatory AUM across 1,272,366 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 Bartonsville

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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM