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Best financial advisors in Berkshire Heights, PA

Registered advisers within 25 miles of Berkshire Heights, PA.

Offices
271
Firms
104
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
1.78M
1,776,780 clients when Item 5C has a number
Avg / client
$6.06M
Combined AUM ÷ clients

Nearby offices

Firms

BERKSHIRE FINANCIAL SERVICES LLC
ALLIANCE FINANCIAL
OSAIC WEALTH, INC.
BERKSHIRE ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
SANTANDER SECURITIES LLC
&PARTNERS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GUARDIAN ASSET ADVISORS, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
PRINCIPAL SECURITIES, INC.
JANNEY MONTGOMERY SCOTT LLC
SCHUYLKILL FINANCIAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
APELLA WEALTH

Investors

JACK W LONG
KEVIN MICHAEL FOX
ERIC MCFADDEN MISCHLER
Thomas Alan Drexler
JACQUELINE L POWELL
RAYMOND BUTTERWORTH
ERICA RAE HOWER
Jay Robert Kemmerer
JAY ROBERT KEMMERER
MELISSA JENNIFER SHADE
Christopher Reazor
SETH BURLEIGH HEISLER
Joshua Southwick
MATTHEW DOUGLAS WEEBER
Anastasios A Plevrakis
MATTHEW R LANGDON
DAVID Y KIM
Kevin Anthony Kusmierz
Megan OBrien
KEITH THOMAS GIBSON
JOHN CHARLES MINNICH
STEPHEN RICHARD BEALER
REBEKAH E MINNICH
WILLIAM T BOWMAN
MELANIE HNATISHION
DANIEL BRIAN VAN MATRE
ALEXANDRA LITRENTA
Dallas Nile Smoker
MARK ANTHONY MAGGS
James Emerick Geosits
ZACHARY ROMIG
Cali M Keller
SARA E GDOWIK
James E Geosits
CHRISTOPHER CARL WHITCOMBE
JAMES P MIDDLETON
Courtany Elizabeth Heckman
JOHN HAROLD KIRSCHNER
BRANDT Hugh BECK
REGINA MARIE RINEHIMER
RADENE LARA GORDONBECK
JONATHAN DAVID MOYER
BRENTON P HAUPT
KENNETH ALAN HAUPT
Brian Westcott Lee
John Louis Corello
CHRISTOPHER KENNETH MAKOSCH
TRAVIS DAVID FREDERICKS
BRYAN ANTON STEPHEN
PETER WARREN MILLER
GARY LEE NOECKER
BENJAMIN JOHN LAMANNA
KEVIN JOSEPH MILLER
JOSEPH RANDALL MILLER
GARY L SHUMATE
JASON KURRASS
JOHN RICHARD SCHROLL
STACY JEAN PFIZENMAYER
ANN C KAVANAUGH
PAMELA MARIE SUTLIFF
Michael Alexander Herman
LORI GOOD BRENNAN
VIRGIL A KAHL
Gregory Scott Frank
Jose Aramis Arevalo
Brian Guenard
ANGELA RENEE ALEXANDER
Tara Garcia
ROBIN WOOD PYSHER
SAMUEL ALLEN MARRELLA
DANEEN MARIE WEAVER
PAUL LEONARD MARRELLA
MATTHEW MARRELLA
SAMUEL ALLEN MARRELLA
STANLEY EDWARD KIEC
LINDA LOUISE CAPELLUPO
JEFFREY CHRISTOPHER DRESELY
MATTHEW NEIN
CULLIN MCGRATH
THOMAS MICHAEL NEIN
BRETT CHRISTOPHER WARTLUFT
PRESTON J WALKER
DANIEL LEE WEIDENHAMMER
KENAN DAVID YAMANER
JANE M SHOLDER
JENNIFER L. BILODEAU
SEVERO ZUNIGA SALES
DAVID LEE BOYER
JARED LEE RUPPERT
BRUCE THOMAS GROSS
JOSEPH JAVIER SANCHEZ

Within 25 miles of Berkshire Heights, PA, Best Investors lists 104 registered investment advisory firms with 271 offices nearby, managing about $10.8T in combined regulatory AUM across 1,776,780 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 Berkshire Heights

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM