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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

STATE FARM INVESTMENT MANAGEMENT CORP.
MORGAN STANLEY
EDWARD JONES
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
AVANTRA FAMILY WEALTH, INC.
WIENKEN ADVISORS, LTD.
THE APPALACHIAN FINANCIAL GROUP
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
SEASIDE WEALTH ADVISORS LLC
LIFEGUIDE FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STOUT WEALTH ADVISORY GROUP, LLC

Investors

GREGORY ALLEN LUNDE
LESLIE ORNER HARTMAN
CORY J MELCHIOR
JOHN WILLIAM CARBAUGH
DAVID KANE METZ
Sheila Rae Hunter
Austin Tanner Bush
HOWARD GLENN AMMONS
RYAN JEFFREY STEPHENSON
Jordan A Lawson
Caden Edward Malone
Benjamin James Glatfelter
DONALD FORD WEAVER
Ella G Still
Steven Bentley Thompson
Wade Aaron Hoffman
KIM LEE KENAWELL
FRANKLIN LEE RANKIN
DONALD ANDREW WADSWORTH
DEBORAH ELLEN PAJAK
CHRISTOPHER C COCORES
BYRON J DUNLAP
Alan Joel Rivest
James I Grier
Christopher Lenz
ALLEN WESLEY CARR
TONY FELICIANO
GERALD DANIEL. RASMUS
KATHERINE A LEWIS
MATTHEW BENJAMIN EBERLY
DAVID EDWIN NAU
DEREK SNIDER
EDWARD MINNICH TRAINOR
DREW ERNEST YERGER
KYLE BENJAMIN SMITH
PATRICK NOLL HANOSEK
Shane Colin Rapsey
Cody M Morris
Keith James Russell
Grant Thomas Kuffa
CHRISTOPHER JON LENZ
JAMES SCOTT MASSIE
BRIAN ROBERT LOGAN
BRENT RUSSEL GEORGE
Abigail Melissa White
DONALD ANDREWS MONTGOMERY
CHRISTOPHER THOMAS PAJAK
BRYCE ROBERT SCHAFER
EMILY READING
Sarah Anne Hofferica
LOUIS FRANK GRAMMES
William Rosen
MANDEEP SINGH
Amy Wienczkowski Kramer
JAMES E THOMAS
Zachary Grant Hogentogler
Matthew David Fitzgerald
Trevor Jordan Leo
THOMAS E WEBER
Peyton Wolfe
Zachary Baldwin Sims
Domenick George Snook
Henry Michael Stouffer
JOSHUA LEON JENKINS
Michael L Cox
HOLLY ANN WHITMIRE
Matthew Lawrence Hess
Michael Tobias Emmanuel Ginder
DELAINEY GRAY
Ezekiel S Colyer
Kristopher Sekera
Stephen Bruce
BRIEN JON LASSE
DOUGLAS KIRT DENLINGER
DEREK GLEN MOSLEY
Levi Mitchell Greenly
Noah Adam Springer
Ryan Benjamin Althoff
James Patrick Ortale
Hannah Rose Gawne
SHAWN WILLIAM GREENLAND
Shea Russell Fisler
TIMOTHY LEROY JONES
ANDREW LEROY JONES
KENNETH PAUL LOGAN
Jonathan O Edris
NIRAJ ALAY
Peter D. Kelly
Matthew Arnold
David A Hamilton
MATTHEW ALLEN STOUT
PAUL CHARLES VOLLMAR
David Michael Rudy
MARC EDWARD BOWMAN
Jared Edward Bowman

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