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Best financial advisors in Bermudian, PA

Registered advisers within 25 miles of Bermudian, PA.

Offices
377
Firms
113
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
1.76M
1,757,322 clients when Item 5C has a number
Avg / client
$6.02M
Combined AUM ÷ clients

Nearby offices

Firms

OARS CAPITAL
PFS INVESTMENTS INC.
INSPIRE ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
STOUT WEALTH ADVISORY GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LIFEGUIDE FINANCIAL ADVISORS, LLC
GUARDIAN ASSET ADVISORS, LLC
EQUITABLE ADVISORS, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
MARINER
DAKOTA WEALTH, LLC

Investors

MARC ANDREW SMITH
JAMES WILLARD DEFFENBAUGH
Christopher S Pagotto
Mitchell George Wirth
MICHAEL PAUL SMITH
Derek Orion Mauldin
Toni Michele Robertson
KIM S. HOUCK
RICHARD ARTHUR ELLINGER
MATTHEW ALLEN STOUT
PAUL CHARLES VOLLMAR
David Michael Rudy
MARC EDWARD BOWMAN
Jared Edward Bowman
Jan Zinn
DeSean Gideon Gil Longino
STEFAN NICULAE
JOSEPH WESLEY CLEGG
Michael J Scott
ERIC ADRIAN HUCK
FONDA ERIN MARKLEY
ADAM JASON TARANTINO
David A Hamilton
HOLLY ANN WHITMIRE
Matthew Lawrence Hess
Michael Tobias Emmanuel Ginder
DELAINEY GRAY
Ezekiel S Colyer
Kristopher Sekera
Stephen Bruce
BRIEN JON LASSE
DOUGLAS KIRT DENLINGER
DEREK GLEN MOSLEY
Levi Mitchell Greenly
Noah Adam Springer
Ryan Benjamin Althoff
James Patrick Ortale
Hannah Rose Gawne
RICHARD GENE MORRISON
ALEESHA RAE MOYER
DAVID WILLIAM MARRAZZO
JOSEPH G MARRAZZO
DARREN BRADLEY GUTSHALL
CRAIG A HAHNLEN
Anthony David Marrazzo
DAVID LEE NOGGLE
John-Delfin Nathaniel Skovira
GARY EUGENE MEANOR
HEIDI MARTHA DUCKWORTH
Courtney Elizabeth Miller-Findley
DEREK M SHAFFER
TROY DALLAS ROTH
Benjamin Joseph Ashby
ADAM MICHAEL JAROCH
DEBRA HELLYER SHERMAN
JEFFREY MICHAEL GOYETTE
JEFFREY MICHAEL GOYETTE
John Charles Goyette
JESSICA LORRAINE ELSCHEID

Within 25 miles of Bermudian, PA, Best Investors lists 113 registered investment advisory firms with 377 offices nearby, managing about $10.6T in combined regulatory AUM across 1,757,322 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 Bermudian

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