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Best financial advisors in Carlisle, PA

Registered advisers within 25 miles of Carlisle, PA.

Offices
240
Firms
97
Combined AUM
$11.9T
Firm-wide filings, not assets booked only here
Clients
1.78M
1,782,861 clients when Item 5C has a number
Avg / client
$6.69M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
FIRST COMMAND ADVISORY SERVICES
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
ALLIANCE FINANCIAL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CWM, LLC

Investors

Darwin Smith
MICHAEL EUGENE SHOPE
THOMAS JOHNSON PAUP
PATRICK LEE WILLIAMS
DAVID CHESTER MCALISTER
Anthony Richard Smith
JOHN TYLER WAIN
TROY HARVEY LANDIS
Collin C Cook
MARK EDWARD STRUBE
MATT DAVID RYNARD
KIMBERLY JEAN HEAVNER
JON RANDALL FETTERMAN
KYLE S PETTY
Justin Ty Imler
BRADLEY ALAN MENTZER
CHRISTOPHER S WEBER
Steven Jumper
RICHARD MALCOLM MORRIS
SCOTT MICHAEL BECHTOLD
Wilbur Gordon
Brian Douglas Kump
JACOB HOFFACKER
WILLIAM ALAN LUPI
STEPHANIE LYNN BAITY
TODD BRIAN FOGELSANGER
ASHLI MARIE LEHMAN
Scott Ashley Rucki
SHELLEY J EICHELBERGER
Michael Adrian Cornfield

Within 25 miles of Carlisle, PA, Best Investors lists 97 registered investment advisory firms with 240 offices nearby, managing about $11.9T in combined regulatory AUM across 1,782,861 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 Carlisle

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM