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Best financial advisors in Branchdale, PA

Registered advisers within 25 miles of Branchdale, PA.

Offices
57
Firms
23
Combined AUM
$4.94T
Firm-wide filings, not assets booked only here
Clients
600K
600,398 clients when Item 5C has a number
Avg / client
$8.23M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
OPPENHEIMER & CO. INC.
EDWARD JONES
WEALTH MANAGEMENT ASSOCIATES, INC.
PRIVATE ADVISOR GROUP, LLC
STONEX ADVISORS INC.
TRUIST ADVISORY SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

JAMES FRANCIS ATEN
ROBERT J KLINGER
JEREMIAH MICHAEL SENSENIG
MICHAEL GARFIELD TOBASH
Ryan Boyer
JON TIMOTHY CRONRATH
HAROLD HINNERSCHIETZ
JAMES E MARCONIS
MICHAEL CHRISTOPHER DICKSTEIN
John Wesley Conrad Robinson
KIM ELIZABETH CHAPPELL-HAUPT
Pamela Guers Palko
Melissa Valentine
DAVID CHARLES LAUDEMAN
WILLIAM GEORGE HECKMAN
SUZANNE ANNETTE LAKE
Francesco Natale Mercuri
E LORI SMITH
Allen R Fidler
TYLER ROBERT SMITH
MICHAEL DAVID WOYTOWICH
JAMES KIRK WISLOSKI
BRIAN CHRISTOPHER SHEDLESKI
CHRISTOPHER C KOKINDA
NICHOLAS ANTHONY GRIFFITHS
DONALD GEORGE GUISWITE
RYAN ARTHUR WEIGLE

Within 25 miles of Branchdale, PA, Best Investors lists 23 registered investment advisory firms with 57 offices nearby, managing about $4.94T in combined regulatory AUM across 600,398 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 Branchdale

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM