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Best financial advisors in Churchville, PA

Registered advisers within 25 miles of Churchville, PA.

Offices
1,766
Firms
680
Combined AUM
$21.0T
Firm-wide filings, not assets booked only here
Clients
3.48M
3,479,761 clients when Item 5C has a number
Avg / client
$6.04M
Combined AUM ÷ clients

Nearby offices

Firms

KOVACK ADVISORS, INC.
OSAIC WEALTH, INC.
PRIVATE ADVISOR GROUP, LLC
LPL FINANCIAL LLC
COSTELLO ASSET MANAGEMENT, INC.
SILVER OAK SECURITIES, INCORPORATED
CETERA INVESTMENT ADVISERS LLC
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTHCARE ADVISORY PARTNERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EQUITABLE ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
UNITED CAPITAL FINANCIAL ADVISORS

Investors

Robert Donnelly
JERRY GROSS
ERIC JAMES VASIL
MAX GREGORY WEINTRAUB
TYLER ROBERT KREGER
JACOB ABRAM SALZMANN
MARC VICTOR ROSENBLUM
JEFFREY PAUL DEISSLER
MICHAEL JOSEPH AMATO
BERNARD P ROONEY
DANIEL Jake LEAHY
BRIAN ALEXANDER ARROW
ADAM JASON SOLOFF
DANIEL EDWARD HENDEL
RICKY ANTHONY BOONE
GREGORY BLAKE ENGLEBRETH
Jack Victor Clauser
Francisco Javier Gil
CHRISTIAN MYERS WAGNER
MICHI CHIN
MELANIE SCHOTT
MARIANNA GOLDENBERG
ROBERT SALVATORE NABEL
MICHAEL ROCHONCHOU
MICHAEL ROCHONCHOU
BRIAN LEO LEVY

Within 25 miles of Churchville, PA, Best Investors lists 680 registered investment advisory firms with 1,766 offices nearby, managing about $21.0T in combined regulatory AUM across 3,479,761 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 Churchville

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM