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Best financial advisors in Bunola, PA

Registered advisers within 25 miles of Bunola, PA.

Offices
646
Firms
225
Combined AUM
$17.1T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,940,230 clients when Item 5C has a number
Avg / client
$5.82M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIZENS SECURITIES, INC.
LPL FINANCIAL LLC
THE HUNTINGTON INVESTMENT COMPANY
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
LPL ENTERPRISE, LLC
PLANMEMBER SECURITIES CORPORATION
BOATMAN WEALTH MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
EDWARD JONES

Investors

LUKAS Richard GOEHRING
MICHAEL JON BUDINSKY
JOSHUA EDWARD MEYER
KEVIN RICHARD ROSE
RICHARD ROBERT ROSE
Richard Matthews
CARLY J JENKINS
DEAN ALLEN PONTERIO
BRETT ALLAN FOWLER
HAYDEN MCCALL PASCOE
Mason Charles Pascoe
John D Conway
GARY WILLIAM BOATMAN
ANTHONY CHRISTOPHER CAMPANO
CYNTHIA LOUISE FICKLEY
Britney Riana Hollick
BRIAN CHRISTOPHER SIMON
Jacob Imling
PRADEEP KARUNANIDHI
Alec Lacinski
Tyler Blake
WILLIAM H HECKLICK
NICHOLAS EDWARD CORTAZZO
Chad Michael Novotney
LISA HEGYES

Within 25 miles of Bunola, PA, Best Investors lists 225 registered investment advisory firms with 646 offices nearby, managing about $17.1T in combined regulatory AUM across 2,940,230 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 Bunola

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 MELLON INVESTMENTS CORPORATION $874B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM