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Best financial advisors in Carversville, PA

Registered advisers within 25 miles of Carversville, PA.

Offices
1,046
Firms
381
Combined AUM
$17.8T
Firm-wide filings, not assets booked only here
Clients
2.88M
2,876,409 clients when Item 5C has a number
Avg / client
$6.20M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
INDEPENDENT FINANCIAL GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
LPL ENTERPRISE, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
BRYCE WEALTH MANAGEMENT
WELLFULL
DSC FINANCIAL ADVISORS, LTD.
KEY INVESTMENT SERVICES LLC
WELLS FARGO CLEARING SERVICES, LLC
AURORA RE FUND MANAGER, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

HUGH JOSEPH CAMERON
MICHAEL LOUIS SCHWARTZ
ANNE FELICIA HOLDERRIED
DAVID J SCHIMPF
KILEY SHEA HAWS
EILENE BECK
VALERIE SUSAN OZER
ROCHELLE ILANA BECK
GLENN MICHAEL PALMITESSA
Andrew Paul Pilone
Jason ELLIOTT Hine
ERIC MICHAEL LEWANDOWSKI
Brian F Duross
Stephen Andrew Moyer
Scott McCrea
NICHOLAS PETER DEMAIO
ROBERT WILLIAM CLARKE
JANE IADEMARCO
STANLEY MICHAEL ROBBINS
WILLIAM JAY NORBERG
ADAM GLADSTONE
Bruce Craig McCulloch
LISA RENAE LEATHERMAN
WILLIAM JOSEPH SIFER
RICHARD RESLING
ELENA COLIBRARO
RICHARD JAMES DEVLIN
DANNY JAY BUESING
JOSEPH WALTER GUNSIOROWSKI
FRANK MIGNONI
BARRY DEAN GESSNER

Within 25 miles of Carversville, PA, Best Investors lists 381 registered investment advisory firms with 1,046 offices nearby, managing about $17.8T in combined regulatory AUM across 2,876,409 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 Carversville

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM