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Best financial advisors in Boiling Sprgs, PA

Registered advisers within 25 miles of Boiling Sprgs, PA.

Offices
314
Firms
103
Combined AUM
$10.4T
Firm-wide filings, not assets booked only here
Clients
1.76M
1,763,744 clients when Item 5C has a number
Avg / client
$5.91M
Combined AUM ÷ clients

Nearby offices

Firms

INSPIRE ADVISORS, LLC
PFS INVESTMENTS INC.
OARS CAPITAL
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
FIRST COMMAND ADVISORY SERVICES
MORGAN STANLEY

Investors

Christopher S Pagotto
Mitchell George Wirth
MICHAEL PAUL SMITH
Derek Orion Mauldin
JAMES WILLARD DEFFENBAUGH
MARC ANDREW SMITH
WILLIAM ALAN LUPI
Toni Michele Robertson
KIM S. HOUCK
Sheila Rae Hunter
GREGORY ALLEN LUNDE
Wilbur Gordon
Brian Douglas Kump
KYLE S PETTY
Justin Ty Imler
JON RANDALL FETTERMAN
JACOB HOFFACKER
KIMBERLY JEAN HEAVNER
MARK EDWARD STRUBE
MATT DAVID RYNARD
BRADLEY ALAN MENTZER
CHRISTOPHER S WEBER
Steven Jumper
RICHARD MALCOLM MORRIS
SCOTT MICHAEL BECHTOLD
Anthony Richard Smith
JOHN TYLER WAIN
LESLIE ORNER HARTMAN
CORY J MELCHIOR
JOHN WILLIAM CARBAUGH
DAVID KANE METZ
THOMAS JOHNSON PAUP

Within 25 miles of Boiling Sprgs, PA, Best Investors lists 103 registered investment advisory firms with 314 offices nearby, managing about $10.4T in combined regulatory AUM across 1,763,744 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 Boiling Sprgs

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