Best Investors Account Sign in

Best financial advisors in Broad Axe, PA

Registered advisers within 25 miles of Broad Axe, PA.

Offices
1,846
Firms
708
Combined AUM
$44.8T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,577,202 clients when Item 5C has a number
Avg / client
$12.5M
Combined AUM ÷ clients

Nearby offices

Firms

HORNOR, TOWNSEND & KENT, LLC
PATHSTONE
AMERIPRISE FINANCIAL SERVICES, LLC
MMA SECURITIES LLC
LPL FINANCIAL LLC
EDWARD JONES
WINTHROP PARTNERS - EPA, LLC
SANTANDER SECURITIES LLC
FOURNORTH CAPITAL LLC
IRONVIEW CAPITAL MANAGEMENT, LLC
FAIRMOUNT FUNDS MANAGEMENT LLC
INTRINSIC ADVISORS, LLC
ROSEMONT INVESTMENT PARTNERS, LLC
KESTRA ADVISORY SERVICES, LLC
KAGAN COCOZZA ASSET MANAGEMENT
LEGACY EDGE ADVISORS
BFC PLANNING, INC.
TACTICAL WEALTH PLANNING LLC

Investors

TIMOTHY RYAN HALL
MICHELE MONGILUTZ BURKHOLDER
MICHAEL C DEFILLIPO
JAMES PATRICK BERGMAIER
THOMAS M MINGER
KAREN ROSSI
BRIAN GEORGE KELNHOFER
BRETT WILLIAM GARRISON
ADAM TODD SHERMAN
DOUGLAS LEE HALL
MICHAEL PAUL GREGOR
THOMAS EDWARD LANDY
NANCY KEOSATHIT GUYNN
KEVIN MICHAEL KENNEDY
HEATH RYAN DAVIS
GUIDO ANDREAS GAEFFKE
JOANNA NINA CRANEY
LISA BETH DAVIS
JOSEPH W NICHOLSON
AVERY JEFFREY STINE
Kyle Andrei Gaeffke
Blake Szymanski
JASON YARNALL
MARSHALL MAYER SHIGON
TODD ROBERT OCKOVIC
LARRY G SUN
JON EDWARD MAITZ
JEREMY JOSEPH PRIAR
RASHON MAURICE HOWARD
JOSEPH BONFANTI
SIMON FILIP
Elijah J Haber
ROBERT MICHAEL HALLIGAN
Xin Sherry Chen
KOBY DEGENHARDT
SAMUEL OWEN MCFALL
MICHAEL WYNTON CROOK
NORA LINDSEY WENTZLER
BRIAN ANDREW MAXWELL
JOSHUA STIRLING GROSS
DAVID JAMES LOGAN
GRETCHEN REGAN
RYAN M CAMPBELL
MICHAEL THOMAS LOCASALE
JENNIFER DAVIS PHAM
SEAN MICHAEL BANNON
PATRICK JOSEPH BURKE
RICHARD WALTER STEVENS
ROBERT M ASKLAR
JACLYN MARIE SHAUGHNESSY
JILL TILZER JOKELSON
MATTHEW GEORGE ROESSER
PAUL MICHAEL VETERI
H William Benjamin SAUTTER
Pieter B Lamley
WILLIAM JOSEPH REINER
Nikolai Gasiorowski
Thomas Bunting
Rita Marie Camp
BRADLEY JACOB ROSEN
BENJAMIN CONRAD ROBERTS
RAHUL KOTHARI
JAMES CHARLES MENDELSON
STEPHEN JOSEPH STULB
DANIEL PATRICK CALLAHAN
Bryan Austin Rementer
Matthew Scott Mendelson
James H Mooney
PETER ANTHONY DAMICO
LAURENCE MICHAEL KAGAN
MICHAEL TIMOTHY COCOZZA
CARLOS ALBERTO PRINCE
KRISTEN MORAN HALEY
NICHOLAS DAVID LAGER

Within 25 miles of Broad Axe, PA, Best Investors lists 708 registered investment advisory firms with 1,846 offices nearby, managing about $44.8T in combined regulatory AUM across 3,577,202 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 Broad Axe

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

1 VANGUARD GROUP INC $11.1T AUM 2 VANGUARD CAPITAL MANAGEMENT, LLC $8.44T AUM 3 VANGUARD PORTFOLIO MANAGEMENT, LLC $2.66T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM