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Best financial advisors in Clifford Township, PA

Registered advisers within 25 miles of Clifford Township, PA.

Offices
103
Firms
41
Combined AUM
$9.26T
Firm-wide filings, not assets booked only here
Clients
2.61M
2,613,629 clients when Item 5C has a number
Avg / client
$3.54M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
MML INVESTORS SERVICES, LLC
FLYNN FINANCIAL, LLC
CETERA INVESTMENT ADVISERS LLC
INTEGRATED CAPITAL MANAGEMENT, INC.
1ST FINANCIAL INVESTMENT, INC.
EQUITABLE ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
COMMONWEALTH FINANCIAL NETWORK
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
STONE SECURITIES INC.
LEIGH BALDWIN & CO., LLC

Investors

GINA PALMA BONACCI CAREY
RONALD FAIR PAULL
JUDE STAMBONE
ERIC A. GASPER
SALVATORE B SCHIAVONE
Nicholas Aaron Weschler
DAVID JOSEPH PATCHCOSKI
Tyler Stephen Armillay
JUSTIN PATCHCOSKI
JON THOMAS FLYNN
CHERYL ANN LEWIS
THOMAS JAMES FIORELLI
ROBERT FRANCIS CASELLI
Brian Thomas Weber
RYAN J LEHMAN
PETER MORRIS SEYLER
Brian Andrew Tugend
JOSEPH CLAYTON PERFILIO
MICHAEL ANTHONY PACIOTTI
LOUIS PATRICK MICKAVICZ
Charles James Galat
STEVEN MATTHEW DERIANCHO
SHANE RYAN HART
Gregory Raymond Hansen
Michael Karwaski
BERNARD ALBERT FAGNANI
VERONICA ANN DENDE
JILL KIRSTEN SINGER
RICHARD JAMES CONDEELIS
GLENN FRANKLIN FERRELL
CHERYL LISA CHIN
CLARE BARUFFALDI KULL
STEPHEN DARRELL MOORE
NICHOLAS JOHN COLAROSSI

Within 25 miles of Clifford Township, PA, Best Investors lists 41 registered investment advisory firms with 103 offices nearby, managing about $9.26T in combined regulatory AUM across 2,613,629 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 Clifford Township

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