Best financial advisors in Clarkstown, PA

Registered advisers within 25 miles of Clarkstown, PA.

Offices

78

Firms

33

Combined AUM

$9.50T

Firm-wide filings, not assets booked only here

Clients

1.07M

1,069,247 clients when Item 5C has a number

Avg / client

$8.88M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

21 KRISTI RD STE 1
MUNCY, PA 17756

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

190 CHOATE CIRCLE SUITE B
MONTOURSVILLE, PA 17754

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

190 Choate Cir Ste B
Montoursville, PA 17754

STATE FARM INVESTMENT MANAGEMENT CORP.

901 Broad St
Montoursville, PA 17754

THRIVENT INVESTMENT MANAGEMENT INC.

111 Montour Street North
Montoursville, PA 17754

OSAIC WEALTH, INC.

427 BROAD STREET
MONTOURSVILLE, PA 17754

EDWARD JONES

364 BROAD STREET
MONTOURSVILLE, PA 17754

10.1 miles away

LPL FINANCIAL LLC

4880 SR 44
WATSONTOWN, PA 17730

10.1 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

252 Broad Street
Montoursville, PA 17754

10.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

132 Main St
Watsontown, PA 17777

10.7 miles away

LPL FINANCIAL LLC

1935 EAST 3RD ST
WILLIAMSPORT, PA 17701

11.9 miles away

OSAIC INSTITUTIONS, INC.

2450 E 3rd St
Williamsport, PA 17701

12.1 miles away

MERIT FINANCIAL ADVISORS

Oaks Plaza 2350 E. Third Street Suite 6
Williamsport, PA 17701

12.1 miles away

CETERA INVESTMENT ADVISERS LLC

1720 EAST THIRD ST
WILLIAMSPORT, PA 17701

12.4 miles away

CETERA INVESTMENT ADVISERS LLC

1610 E THIRD ST
WILLIAMSPORT, PA 17701

12.5 miles away

CETERA INVESTMENT ADVISERS LLC

1529 Washington Blvd.
Williamsport, PA 17701

12.6 miles away

MML INVESTORS SERVICES, LLC

1421 EAST THIRD STREET/Box 636 Suite 200
WILLIAMSPORT, PA 17701

12.7 miles away

LPL FINANCIAL LLC

1412 WASHINGTON BLVD.
WILLIAMSPORT, PA 17701

12.8 miles away

EDWARD JONES

1020 COMMERCE PARK DR SUITE 8A
WILLIAMSPORT, PA 17701-5477

TRUSTMONT ADVISORY GROUP, INC.

1126 WASHINGTON BLVD UNIT D
WILLIAMSPORT, PA 17701

Firms

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

STATE FARM INVESTMENT MANAGEMENT CORP.

THRIVENT INVESTMENT MANAGEMENT INC.

OSAIC WEALTH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

OSAIC INSTITUTIONS, INC.

MERIT FINANCIAL ADVISORS

CETERA INVESTMENT ADVISERS LLC

MML INVESTORS SERVICES, LLC

TRUSTMONT ADVISORY GROUP, INC.

Investors

GREGORY JASON BELL

JOHN MICHAEL MACHAK

LAUREN H MCDONALD

JASON MATTHEW DUGAN

Derek Scott Snyder

CHASE GREGORY SNYDER

Andrew Robert Newcomb

Keely Swartwood

DEAN ROLAND SHOWERS

CHRISTINE MARIE SLEBODA

Sherri Lyn Huber

Jared Sidney Cromley

MICHAEL V MAURO

WILLIAM JOSEPH MAURO

KAREN LEE BOTTORF

Austin Tyler Kissinger

Zachery R Eddinger

Delaney Jane Jean

JOSEPH JAMES FAUX

CHARLES H FRAZIER

Matthew Harry Cardillo

JACOB JOHN SEKEL

ROBERT PERLEY CROCKETT

MICHAEL P BARCLAY

BRETT WESLEY GOOD

Jonathan Saylor

DANIEL NORMAN LEHMAN

Within 25 miles of Clarkstown, PA, Best Investors lists 33 registered investment advisory firms with 78 offices nearby, managing about $9.50T in combined regulatory AUM across 1,069,247 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 Clarkstown

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