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Best financial advisors in Claridge, PA

Registered advisers within 25 miles of Claridge, PA.

Offices
552
Firms
197
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,938,910 clients when Item 5C has a number
Avg / client
$5.94M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
EQUITABLE ADVISORS, LLC
PRIVATE ADVISOR GROUP, LLC
LPL ENTERPRISE, LLC
MACDOUGALL FINANCIAL COUNSELING
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CHAPEL HILL INVESTMENT ANALYSTS INC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
KEY INVESTMENT SERVICES LLC
STONEX ADVISORS INC.

Investors

Jonathan Michael Emrock
Grant Aaron Kern
DENNIS JOSEPH SCHILLING
John William Powell
Jared Wesley Kean
KEVIN THOMAS BROOM
STEPHEN DAVIS SMALL
Aaron Bunting
Joseph Charles Jansma
WILLIAM FRANCIS HOFFMAN
DOMINIC Lawrence ROSSO
KATIE R MOLANDER
JOHN MICHAEL CARSON
ASHLEY ALYSSA DYER
KENNETH GLENN KROTZ
ALLAN MACDOUGALL
Elizabeth Laughlin MacDougall
KURTIS JAMES SAVAGE
DAVID ALDERSON
Nathan Staib
Mitchell Clint Niderstros
Nicholas Frazetta
STEPHANIE A BRACKEN
Andrew John Koma
JUSTIN ROGER SIMMERS
CHRISTOPHER BRIAN ZIANCE
JOSEPH SCOTT CODRICK
Adam James Riggle
Ryan Marshall Codrick
Cameron Anthony Tobias
ERIC NORRIS HALEY
ROBERT M ROSKOSH
Michael Vincent Dubosky
MARYANNE W ECKELS
Craig L Yost
Staci Vitali
LOGAN CHRISTOPHER BYRD
PATRICK FORREST MCGROGAN
Thomas Norman Tornow
BRIAN S WINFIELD
ANTHONY RYAN MARCIANO
A TYLER ENTWISLE
TYLER Keith HANDLAN
CRYSTEL RENEE LEIDY
JACK MICHAEL GEORGE
JONATHAN RAY HOTTLE

Within 25 miles of Claridge, PA, Best Investors lists 197 registered investment advisory firms with 552 offices nearby, managing about $17.4T in combined regulatory AUM across 2,938,910 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 Claridge

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 MELLON INVESTMENTS CORPORATION $874B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM