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Best financial advisors in Bohrmans Mill, PA

Registered advisers within 25 miles of Bohrmans Mill, PA.

Offices
151
Firms
65
Combined AUM
$9.75T
Firm-wide filings, not assets booked only here
Clients
1.36M
1,359,193 clients when Item 5C has a number
Avg / client
$7.17M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OPPENHEIMER & CO. INC.
LPL ENTERPRISE, LLC
WEALTH MANAGEMENT ASSOCIATES, INC.
PRIVATE ADVISOR GROUP, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

JEREMIAH MICHAEL SENSENIG
ROBERT J KLINGER
MICHAEL GARFIELD TOBASH
Ryan Boyer
JON TIMOTHY CRONRATH
JAMES E MARCONIS
MICHAEL CHRISTOPHER DICKSTEIN
HAROLD HINNERSCHIETZ
DAVID CHARLES LAUDEMAN
WILLIAM GEORGE HECKMAN
SUZANNE ANNETTE LAKE
Pamela Guers Palko
Melissa Valentine
Francesco Natale Mercuri
E LORI SMITH
Allen R Fidler
TYLER ROBERT SMITH
JAMES FRANCIS ATEN
David C. Doll
WILLIAM MICHAEL HORAN
NICHOLAS T STABILE
JACKSON TYLER STABILE
RONALD THOMAS STABILE
DONALD ZWALLY HAVERSTICK
BRIAN SCOTT FISHER
KIM ELIZABETH CHAPPELL-HAUPT
John Wesley Conrad Robinson
LETIZIA JOSEPHINE CENTINI
CHRISTOPHER C KOKINDA

Within 25 miles of Bohrmans Mill, PA, Best Investors lists 65 registered investment advisory firms with 151 offices nearby, managing about $9.75T in combined regulatory AUM across 1,359,193 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 Bohrmans Mill

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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM