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Best financial advisors in Bridgeton, PA

Registered advisers within 25 miles of Bridgeton, PA.

Offices
493
Firms
174
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
2.38M
2,377,945 clients when Item 5C has a number
Avg / client
$5.18M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
BFC PLANNING, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
AE WEALTH MANAGEMENT, LLC
BROOKSTONE WEALTH ADVISORS, LLC
HOUSEMAN FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC

Investors

Milton R Dodge
Matthew Francis Beard
GREGORY FRANCIS WOLFE
Lauretta Marie Yeagy
JEFFREY ANDERSON ROGERS
Michelle Rae Roeseke
Cole H Van Pelt
JEFF ALAN NELSON
CRISTINA MARIE STABLEY
Brittany Coburn
VIRGINIA IRENE WOODS
Curtis Austin Ilgenfritz
Crhistian Horacio Vasquez
Thomas J Baldwin
William Henry Allison III
LEONARD WILLIAM KAPLAN
Kevin S Hoy
Eric R Faidley
BRIAN LEE DRUMGOOLE
Kathleen Houseman
DOUGLAS ALAN KING
JULIE MAE MATTHEWS-SALVO
Andrea M Morrison
JEFFREY NEAL ROGERS
KENNETH BUCKNER
Dwight Sterling Smith
Sean Michael Brown

Within 25 miles of Bridgeton, PA, Best Investors lists 174 registered investment advisory firms with 493 offices nearby, managing about $12.3T in combined regulatory AUM across 2,377,945 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 Bridgeton

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM