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Best financial advisors in Bartville, PA

Registered advisers within 25 miles of Bartville, PA.

Offices
438
Firms
173
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,759,885 clients when Item 5C has a number
Avg / client
$4.75M
Combined AUM ÷ clients

Nearby offices

Firms

CLEAN CARS MANAGEMENT, LLC
CLEAN CARS MANAGEMENT II, LLC
CLEAN CARS MANAGEMENT III, LLC
RAI ENERGY FUND MANAGER LLC
RAI NATURAL GAS MANAGER, LLC
BLOCKCHAIN ASSETS MANAGER
BARE WEALTH ADVISORS
SIMPLICITY WEALTH
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
CROSSWALK INVESTMENT ADVISORY, INC.
EDWARD JONES
PFS INVESTMENTS INC.
KESTRA ADVISORY SERVICES, LLC

Investors

CURTIS MARK BURKHOLDER
RONALD DEAN BARE
RYAN MATTHEW KURTZ
JAMES GREGORY WAHLBERG
Adam David Black
David Lon Denlinger
CLAIR LAMAR KING
Kurtis M Eby
Adam Sweigart
ALEXANDRE S COSTA
Trent Michael Hart
RYAN KEITH TYLER
JENNIFER CAROL LOWDEN
CHARLES RUSH FISHER
David Paul Dively
BRENT ALLEN MELRATH
JOEL EVAN LONG
LEE ERIC KERR
EDWARD JURIS PLAKANS
David Michael Trainor
Elizabeth Ann Darling
JOHN CHARLES DELP
Tamara L Tilton
Joseph Cameron Oliver
Jonathan Williams
JEFFREY MICHAEL WOLF
IAN KAHIL
REBECCA LORRAINE MCGEHEAN
CURTIS EUGENE SHAMBAUGH

Within 25 miles of Bartville, PA, Best Investors lists 173 registered investment advisory firms with 438 offices nearby, managing about $13.1T in combined regulatory AUM across 2,759,885 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 Bartville

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