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Best financial advisors in Canadensis, PA

Registered advisers within 25 miles of Canadensis, PA.

Offices
54
Firms
26
Combined AUM
$6.24T
Firm-wide filings, not assets booked only here
Clients
993K
993,228 clients when Item 5C has a number
Avg / client
$6.28M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
FRAZIER WEALTH MANAGEMENT
LPL ENTERPRISE, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
VICUS CAPITAL, INC.
EDWARD JONES
MORGAN STANLEY
AMERIPRISE FINANCIAL SERVICES, LLC
CITIZENS SECURITIES, INC.

Investors

Alex Howe
MICHAEL ADAM SAVAGE
GEORGE JOHN LEGAKIS
RON L FRAZIER
SHAWN RICHARD SWARTZ
MICHAEL PECHERSKY
JOHN RICHARD FISHER
Joseph Hamoui
CHARLES GAROFALO
JOSIAH GRAUSO
RALPH ANTHONY GRAUSO
ROCCO STIGLIANO
David Colon
DARLENE FAYE DOTY
CHRISTOPHER CLEAVER
Ashley Marie Bolton
MICHAEL JOSEPH CHELL
MATTHEW DAVID BIRNBAUM
YVONNE LESLIE REITEMEYER
Travis Mattson
William Charles Newman
TERRY RAY SWARTZENTRUBER
TARIK HAMILTON EL-BASSIOUNI
NANCY F ROBILOTTA
Paola Andrea Gallego
LISA ANN CARDWELL
KEVIN C DONNELLY
SHARON ANN STARKES
Sean F Robilotta
PETER THOMAS JOSEPH
NICOLE O'MALLEY
JEFFREY THACHER WEEKES
TROY HARVEY SMITH
Patrick Michael Boran
LAURA KRISTINE SANTELLI

Within 25 miles of Canadensis, PA, Best Investors lists 26 registered investment advisory firms with 54 offices nearby, managing about $6.24T in combined regulatory AUM across 993,228 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 Canadensis

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