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Best financial advisors in Bechtelsville, PA

Registered advisers within 25 miles of Bechtelsville, PA.

Offices
853
Firms
333
Combined AUM
$39.4T
Firm-wide filings, not assets booked only here
Clients
2.87M
2,874,182 clients when Item 5C has a number
Avg / client
$13.7M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
CLIMECO ENVIRONMENTAL CAPITAL MANAGEMENT LLC
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO CLEARING SERVICES, LLC
SANTANDER SECURITIES LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WORLD INVESTMENT ADVISORS, LLC
GIBBS WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
MORGAN FINANCIAL INCORPORATED
J.P. MORGAN SECURITIES LLC

Investors

LINDSEY JO BORGESE
BARRY LEE WELLER
KENNETH JOHN KRIEBEL
PAUL VALERIO
DEBORAH J HARRIS
BRIDGIT DIANE HOLLY
Benjamin S Kline
Waheed Abisoye Gbadamosi
JOSEPH JOHN BORGESE
Bonnie Lynn Thompson
MELVIN DALE NACE
DOUGLAS MICHAEL DOUGHERTY
Sarah Elizabeth Fontanez
Janna Mary Lutz
THEODORE M MOYER
GERALDINE EDITH WARDLE
FRANKLIN FREDERICK MORGAN
STEVEN BEYLIS
Joseph Michael LoStracco
Stephanie Marie Serafin
Aaron Von Alst
JAMES VINCENT MARI
Caroline Elizabeth Wasielevski
DEAN E FOX
Matthew Anthony Kitchie
LAWRENCE RICHARD FIORINI
Joseph John Braut

Within 25 miles of Bechtelsville, PA, Best Investors lists 333 registered investment advisory firms with 853 offices nearby, managing about $39.4T in combined regulatory AUM across 2,874,182 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 Bechtelsville

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 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM