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Best financial advisors in Coffeetown, PA

Registered advisers within 25 miles of Coffeetown, PA.

Offices
489
Firms
153
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.79M
2,786,489 clients when Item 5C has a number
Avg / client
$4.07M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERITAS ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC INSTITUTIONS, INC.
J. W. COLE ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WEALTH QUEST, LTD.
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIRST LIGHT WEALTH
MERIT FINANCIAL ADVISORS
BRYN MAWR TRUST ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC

Investors

John A Foltz
PHILLIP ROBERT PALANZO
Alexander William Tyson
THOMAS HENRY GARLIC
JEFFREY SCOTT KRALL
Malene Kirsten Frost
JAMES CARL SPRECHER
KELLY JEANETTE PARKS
VALERIE KRISTIN MCBRIDE
ROBERT KENNETH PARKS
KERIN EDWARD FOLEY
Edward Michael Thomas
Gavin Harrison Flowers
THOMAS EVAN ZEWE
FREDERIC CASSIVI
Vincent J Catalano
Brian C Kennedy
DAVID JAMES HUNTER
SCOTT ALLEN LUMBATIS
GREGORY KEITH RICHARDS
MARK DANIEL SKOLKA
ANDREW G KEEFER
Todd Michael Deiter
DAVID MICHAEL EDWARDS
Nathan Smith
Paul Matthew Smith
Ryan Paul Smith
CRAIG BRADFORD EASTWOOD
Charles Edward Barton
Douglas Russell
Heath Jordan Greene
ERIC TODD MURR

Within 25 miles of Coffeetown, PA, Best Investors lists 153 registered investment advisory firms with 489 offices nearby, managing about $11.3T in combined regulatory AUM across 2,786,489 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 Coffeetown

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM