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Best financial advisors in Castle, PA

Registered advisers within 25 miles of Castle, PA.

Offices
273
Firms
99
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.08M
2,078,971 clients when Item 5C has a number
Avg / client
$5.43M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
MAI CAPITAL MANAGEMENT, LLC
OSAIC INSTITUTIONS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BLUEPRINT FINANCIAL ADVISORS
STOREHOUSE INVESTMENTS LLC
CITIZENS SECURITIES, INC.
PRIVATE ADVISOR GROUP, LLC
NEWEDGE ADVISORS
EDWARD JONES
JANNEY MONTGOMERY SCOTT LLC

Investors

MARVIN DOUGLAS GARDNER
FRANCIS ALLAN MAGNO
CHRISTY LYNN VERENSKI
JOSEPH A. THOMAS
MICHELE F OBENAUF
TREVOR L. POPOVITCH
GARY HESSELGESSER
Michael John Busin
Matthew James Pruitt
JEFFREY ELDER WHERRY
Nicholas James Tancabel
PHILIP THOMAS SPRINGIRTH
RYAN J. HARTEIS
CLYDE JOSEPH TOMMELLEO
Robert Joseph Deemer
Timothy Harrison
ROBERT CHARLES MROZEK
JEFFREY CHARLES SONNTAG
STEVEN JOHN MROZEK
SIMONAE REANNA LYLES
ROBERT EDWARD LYLES
Jacob Ryan Fuller
NICHOLAS SAMUEL PEROD
THOMAS ALAN MASTERS
BRITTANY LOUISE SHAKER
AMANDA MARIE BOLINGER
Robert E Kwiat
Jon Craig Denman
Brock David Cheurco
Shawn Christopher Sauerwein
JEFFREY PAUL GENKINGER
Tyler Adam James Weisgarber
CHARLES LYNN SIMON
Ronald Joseph Esposito
EUGENE WALTER GABRIEL

Within 25 miles of Castle, PA, Best Investors lists 99 registered investment advisory firms with 273 offices nearby, managing about $11.3T in combined regulatory AUM across 2,078,971 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 Castle

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM