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Best financial advisors in Baumstown, PA

Registered advisers within 25 miles of Baumstown, PA.

Offices
557
Firms
244
Combined AUM
$37.6T
Firm-wide filings, not assets booked only here
Clients
1.90M
1,901,048 clients when Item 5C has a number
Avg / client
$19.8M
Combined AUM ÷ clients

Nearby offices

Firms

PAUL FAIR ASSOCIATES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
CITIZENS SECURITIES, INC.
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PERIGON WEALTH MANAGEMENT, LLC
GENEOS WEALTH MANAGEMENT, INC.
EQUITABLE ADVISORS, LLC
DAKOTA WEALTH, LLC

Investors

PAUL EDWARD FAIR
TINA MARIE SARACINO
GREGORY CHARLES BAUER
DAVID DUKE WELD
BENJAMIN GUY SHARPE
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
Austin Patrick Andrews
Brett Diamond
JOHN CHRISTIAN SCHLEGEL
DAVID ALLAN SZABLOWSKI
MICHAEL LEE KRUMHOLZ
STEPHEN J ROHRER
TIMOTHY JAMES RUSSELL
J JEREMY EHST
CHERYL L GYSI
STEPHEN M VIRKLER
Kristin Jones
NATHAN MICHAEL LEE
STEVEN ROBERT MCNABB
TERRY LEE MORRIS
Franklin Jay Singleton

Within 25 miles of Baumstown, PA, Best Investors lists 244 registered investment advisory firms with 557 offices nearby, managing about $37.6T in combined regulatory AUM across 1,901,048 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 Baumstown

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 VANGUARD GROUP INC $11.1T AUM 2 VANGUARD CAPITAL MANAGEMENT, LLC $8.44T AUM 3 VANGUARD PORTFOLIO MANAGEMENT, LLC $2.66T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM