Best financial advisors in Berne, PA

Registered advisers within 25 miles of Berne, PA.

Offices

245

Firms

99

Combined AUM

$10.5T

Firm-wide filings, not assets booked only here

Clients

1.77M

1,770,124 clients when Item 5C has a number

Avg / client

$5.93M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

52 SOUTH 4TH ST
HAMBURG, PA 19526

EDWARD JONES

39 S 4TH ST
HAMBURG, PA 19526-1233

AMERIPRISE FINANCIAL SERVICES, LLC

607 S 4TH ST
HAMBURG, PA 19526

STATE FARM INVESTMENT MANAGEMENT CORP.

5445 Pottsville Pike
Leesport, PA 19533

LPL FINANCIAL LLC

1253 CENTRE TURNPIKE
ORWIGSBURG, PA 17961

PRIVATE ADVISOR GROUP, LLC

3 Sculps Hill Road
Orwigsburg, PA 17961

WEALTH MANAGEMENT ASSOCIATES, INC.

1027 CENTRE TURNPIKE, SUITE 12 WEST BRUNSWICK-PHYSICAL ADDRESS
ORWIGSBURG, PA 17961

WEALTH MANAGEMENT ASSOCIATES, INC.

1027 CENTRE TURNPIKE, SUITE 12 WEST BRUNSWICK-PHYSICAL ADDRESS
ORWIGSBURGH, PA 17961

COMMONWEALTH FINANCIAL NETWORK

8484 Allentown Pike
Blandon, PA 19510

OSAIC WEALTH, INC.

8509 ALLENTOWN PIKE
BLANDON, PA 19510

EDWARD JONES

8520 ALLENTOWN PIKE SUITE 6
Blandon, PA 19510

EDWARD JONES

222 EAST MARKET ST
ORWIGSBURG, PA 17961

AMERIPRISE FINANCIAL SERVICES, LLC

4641 POTTSVILLE PIKE STE 108
READING, PA 19605-9707

10.2 miles away

PRIVATE ADVISOR GROUP, LLC

700 EUCLID AVENUE
TEMPLE, PA 19560

10.4 miles away

LPL FINANCIAL LLC

4435 POTTSVILLE PIKE
READING, PA 19605

10.4 miles away

LPL FINANCIAL LLC

1001 JAMES DR, STE B32
LEESPORT, PA 19533

10.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

224 W Main St
Kutztown, PA 19530-1604

11.7 miles away

GREAT VALLEY ADVISOR GROUP, LLC

172 WEST MAIN STREET
KUTZTOWN, PA 19530

11.7 miles away

SANTANDER SECURITIES LLC

3420 North 5th Street Highway
Laureldale, PA 19605

11.8 miles away

LPL FINANCIAL LLC

3 S. SILLYMAN STREET
CRESSONA, PA 17929

Firms

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

PRIVATE ADVISOR GROUP, LLC

WEALTH MANAGEMENT ASSOCIATES, INC.

COMMONWEALTH FINANCIAL NETWORK

OSAIC WEALTH, INC.

GREAT VALLEY ADVISOR GROUP, LLC

SANTANDER SECURITIES LLC

Investors

WILLIAM MICHAEL HORAN

NICHOLAS T STABILE

JACKSON TYLER STABILE

RONALD THOMAS STABILE

Sunshine Grace Newton

Francesco Natale Mercuri

TYLER ROBERT SMITH

SUZANNE ANNETTE LAKE

DAVID CHARLES LAUDEMAN

WILLIAM GEORGE HECKMAN

ANGELO LAVENTURA

JAY HOWELL MOYER

Jasten W Prutzman

Dustin Dakota Adam

Pamela Guers Palko

Melissa Valentine

ALLAN WAYNE CORNMAN

JEREMY DAVID HENN

FRANK PETER SABATUCCI

LINDA HOBSON SCHWAB

Joanne Marie Laessig

STEVEN CARL DRASHER

BENJAMIN NEIL HAAS

Christopher Vorgity

MICHAEL GARFIELD TOBASH

Within 25 miles of Berne, PA, Best Investors lists 99 registered investment advisory firms with 245 offices nearby, managing about $10.5T in combined regulatory AUM across 1,770,124 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 Berne

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