Best financial advisors in Charmian, PA

Registered advisers within 25 miles of Charmian, PA.

Offices

163

Firms

61

Combined AUM

$9.81T

Firm-wide filings, not assets booked only here

Clients

2.22M

2,224,135 clients when Item 5C has a number

Avg / client

$4.41M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

1979 MARKET SQUARE BLVD
WAYNESBORO, PA 17268-3811

EDWARD JONES

38 E MAIN STREET
WAYNESBORO, PA 17268-1634

EDWARD JONES

20 EAST SIXTH STREET SUITE 222
WAYNESBORO, PA 17268-2061

EDWARD JONES

211 West 9th Street
WAYNESBORO, PA 17268-0000

PNC WEALTH MANAGEMENT LLC

8 EAST MAIN STREET
EMMITSBURG, MD 21727

CATOCTIN RIDGE WEALTH PARTNER

209 E MAIN ST.
THURMONT, MD 21788

LPL FINANCIAL LLC

209 EAST MAIN ST
THURMONT, MD 21788

KESTRA ADVISORY SERVICES, LLC

12019 BAYER DRIVE
SMITHSBURG, MD 21783

10.2 miles away

CWM, LLC

19833 Leitersburg Pike Suite 1
Hagerstown, MD 21742

11.9 miles away

CWM, LLC

19833 Leitersburg Pike, Suite 1
Hagerstown, MD 21742

11.9 miles away

CETERA INVESTMENT ADVISERS LLC

4148 LINCOLN WAY EAST
FAYETTEVILLE, PA 17222

12.1 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

12920 Conamar Dr Suite 202
Hagerstown, MD 21742

13.3 miles away

PNC WEALTH MANAGEMENT LLC

12916 CONAMAR DRIVE
HAGERSTOWN, MD 21742

13.3 miles away

LPL FINANCIAL LLC

643 EAST BALTIMORE STREET
GREENCASTLE, PA 17225

13.4 miles away

EDWARD JONES

12814-f Shank Farm Way
Hagerstown, MD 21742

13.5 miles away

LPL FINANCIAL LLC

35 RAGGED EDGE RD
CHAMBERSBURG, PA 17202-4450

13.6 miles away

LIFEMARK SECURITIES CORP.

132 Buford Ave
Gettysburg, PA 17325

13.6 miles away

PNC WEALTH MANAGEMENT LLC

245 BRECKENRIDGE STREET
GETTYSBURG, PA 17325

13.6 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1459 Potomac Ave
Hagerstown, MD 21742

13.7 miles away

LPL FINANCIAL LLC

202 WEST HIGH ST.
GETTYSBURG, PA 17325

13.7 miles away

Firms

PNC WEALTH MANAGEMENT LLC

CATOCTIN RIDGE WEALTH PARTNER

LPL FINANCIAL LLC

KESTRA ADVISORY SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LIFEMARK SECURITIES CORP.

Investors

Barry Joe Ratcliffe

Amy Marie Stine

Marissa Antoinette Correll

Douglas Warren Smith

Robert John Correll

Hondamir Ken Burhon

David Rectenwald

KENNETH WILLIAM GRABER

DANIEL KENNETH GRABER

Ashley E Sowers

GREGORY DONALD OCKER

Karen Lee Schleuss

KAREN LYNN COYNE

LUKE JAMES BECKER

JILL LITTLE MUMAW

Lisa Marie Taylor

STEVEN D CHANNING

CHRISTOPHER ROBERT SABATINO

NATHAN ADAM HOCKLEY

RICHARD DAVID ALEXANDER

KIRK BYRON COWDEN

Jerred Arthur Brown

Within 25 miles of Charmian, PA, Best Investors lists 61 registered investment advisory firms with 163 offices nearby, managing about $9.81T in combined regulatory AUM across 2,224,135 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 Charmian

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM