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Best financial advisors in Clarks Green, PA

Registered advisers within 25 miles of Clarks Green, PA.

Offices
141
Firms
57
Combined AUM
$9.62T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,755,547 clients when Item 5C has a number
Avg / client
$3.49M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NORTHEASTERN FINANCIAL CONSULTANTS, INC.
LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
STONE HOUSE INVESTMENT MANAGEMENT, LLC
1ST FINANCIAL INVESTMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
STONE SECURITIES INC.
LEIGH BALDWIN & CO., LLC
CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Investors

CHRISTOPHER KELLY
JAMES CLAUDE KRESGE
JAMES J ANDERSON
HAROLD ANTHONY JONES
ROSEMARY KNIGHT CAFFREY
JOSEPH JOHN ESPOSITO
MARY JULE ANNE ROGINSKI
JOSEPH PAUL BARRASSE
PETER JOHN BARRASSE
William John Mulligan
MARK JOSEPH LYNN
WILLIAM J COLON
Edward James Blanchard
LAURA SPORCIC
THOMAS ERIC MORRIS
JAMES PATRICK TEEPLE
ERIC DONALD MILLER
Charles J. Parry
THADDEUS JUDE KENNY
JENNIFER HARRIS WILLIAMSON
KURTIS ROYCE MEDEIROS
Jordan Joel Goldstein
Adam Edward GOLDSTEIN
Heath Gary Goldstein
PHILIP ALAN GOLDSTEIN
RICHARD MAYOR WEINTRAUB
NOREEN ANN THOMAS
Joshua James Murphy
GLENN FRANKLIN FERRELL
CHERYL LISA CHIN
CLARE BARUFFALDI KULL
STEPHEN DARRELL MOORE
NICHOLAS JOHN COLAROSSI
RICHARD JAMES CONDEELIS

Within 25 miles of Clarks Green, PA, Best Investors lists 57 registered investment advisory firms with 141 offices nearby, managing about $9.62T in combined regulatory AUM across 2,755,547 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 Clarks Green

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM