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Best financial advisors in Basket, PA

Registered advisers within 25 miles of Basket, PA.

Offices
447
Firms
166
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,760,335 clients when Item 5C has a number
Avg / client
$5.19M
Combined AUM ÷ clients

Nearby offices

Firms

MORGAN FINANCIAL INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CITIZENS SECURITIES, INC.
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
EQUITABLE ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
CLIMECO ENVIRONMENTAL CAPITAL MANAGEMENT LLC

Investors

FRANKLIN FREDERICK MORGAN
GALE D WITHERS
JOHN CHRISTIAN SCHLEGEL
DAVID ALLAN SZABLOWSKI
KENNETH JOHN KRIEBEL
TINA MARIE SARACINO
GREGORY CHARLES BAUER
Brett Diamond
BENJAMIN GUY SHARPE
Austin Patrick Andrews
STEVEN DOUGLAS WILLIAMS
DAVID EATON RATHGEB
STEVEN ANTHONY MILLER
Amie Rae Wanner
Wyatt Klopp
DARRYL SCOTT BENFIELD
CHRISTOPHER BLAUSER
KEVIN EARL HENLEY
Morgan Michael Wilson
ANDREA JEAN WILSON
SUSAN KAY GROSS
LINDSEY JO BORGESE
Kristin Jones
PAUL VALERIO
DEBORAH J HARRIS
BARRY LEE WELLER

Within 25 miles of Basket, PA, Best Investors lists 166 registered investment advisory firms with 447 offices nearby, managing about $14.3T in combined regulatory AUM across 2,760,335 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 Basket

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