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Best financial advisors in Blue Ridge Summit, PA

Registered advisers within 25 miles of Blue Ridge Summit, PA.

Offices
164
Firms
61
Combined AUM
$9.81T
Firm-wide filings, not assets booked only here
Clients
2.22M
2,224,135 clients when Item 5C has a number
Avg / client
$4.41M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PNC WEALTH MANAGEMENT LLC
CATOCTIN RIDGE WEALTH PARTNER
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
CWM, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LIFEMARK SECURITIES CORP.

Investors

Barry Joe Ratcliffe
Amy Marie Stine
Marissa Antoinette Correll
Frank S Pinto
Douglas Warren Smith
Robert John Correll
Emily S Bivona
Joshua Hoffman
Eric A Vinores
Hondamir Ken Burhon
KATHLEEN FINN
David Rectenwald
KENNETH WILLIAM GRABER
DANIEL KENNETH GRABER
Ashley E Sowers
Shane Heizer
Alexis N Bush
GREGORY DONALD OCKER
Karen Lee Schleuss
KAREN LYNN COYNE
LUKE JAMES BECKER
JILL LITTLE MUMAW
Lisa Marie Taylor
STEVEN D CHANNING
CHRISTOPHER ROBERT SABATINO
NATHAN ADAM HOCKLEY
RICHARD DAVID ALEXANDER
KIRK BYRON COWDEN
Jerred Arthur Brown
MIKHAIL ABUZOV

Within 25 miles of Blue Ridge Summit, PA, Best Investors lists 61 registered investment advisory firms with 164 offices nearby, managing about $9.81T in combined regulatory AUM across 2,224,135 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 Blue Ridge Summit

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM