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Best financial advisors in Carsonville, PA

Registered advisers within 25 miles of Carsonville, PA.

Offices
257
Firms
97
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
1.76M
1,757,667 clients when Item 5C has a number
Avg / client
$5.95M
Combined AUM ÷ clients

Nearby offices

Firms

AMERITAS ADVISORY SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
ECON WEALTH MANAGEMENT
DVB PRIVATE WEALTH
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
AE WEALTH MANAGEMENT, LLC
KESTRA ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

JOSEPH SALVATORE PANTOZZI
Austin Joseph Cook
Chad Levan
SHARON KATHLEEN WILLIAMS
DAVID WAYNE PLOUSE
JOHN WESLEY HOLLER
Michael Shott
STEVEN RICHARD ECONOMOPOULOS
Brian Nicholas Zellers
Jacob C Artz
Ryan Robert Troup
DAVID JEFFERY MARTIN
Matthew James Kloza
Nicole Valentina Kloza
JASON RYAN MILLER
DANIEL FAHRINGER
PATRICK JAMES ROSENELLA
Dylan Timothy Warfield
STEPHEN EDWARD MYERS
Austin Albright
EMILY DEE DAILEY
ALFRED C VARANO
STEVEN LYNN SPONG
KEITH E. LONG
CAROL ANN SEIDEL-MCNELLEY
Peter D. Kelly
DANIEL JOSEPH BRIXIUS
William Dillon Fogarty
JOSEPH ANTHONY COOPER
Alan Josh McCulley
SCOTT ALLAN DERR
WILLIAM JEREMY BOEHM
ERIC DELONGE PETTIS
ELLIS EUGENE GROSSNICKLE
Megan Frye
Jesse Hodges
THOMAS DUANE RENKO
Christopher Mark Hoover
Eric Mack Morrison
Andre Campbell
JAMES WILLIAM IGO
LONNIE ADAM FRIEDMAN
DAVID FRANCIS BEDARD
John Robert Searer
Gregory Thomas Soto

Within 25 miles of Carsonville, PA, Best Investors lists 97 registered investment advisory firms with 257 offices nearby, managing about $10.5T in combined regulatory AUM across 1,757,667 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 Carsonville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM