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Best financial advisors in Colonial Hill, PA

Registered advisers within 25 miles of Colonial Hill, PA.

Offices
78
Firms
42
Combined AUM
$9.18T
Firm-wide filings, not assets booked only here
Clients
1.71M
1,708,325 clients when Item 5C has a number
Avg / client
$5.37M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
BROOKSTONE WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
ABUNDANCE WEALTH COUNSELORS, LLC
NESTLERODE & LOY, INC.
VICUS CAPITAL, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Becca Mae Doyle
Lauren Elisabeth Naylor
JAMES REX NAYLOR
MATTHEW SCOTT WALTERS
Clinton Shane Imes
LUCAS D CRAIG
PETER D. KRUM
STEVEN EUGENE BOYER
ISAIAH MICHAEL WAGNER
Victor Glenn Yoder
Daniel R Corbett
Preston Lee Sharp
MALCOLM ROGER PARKS
Megan Danielle Dietz
BRIAN A HUMMEL
ADAM ELIOT TRUITT
JONATHAN F KING
DANIEL GERARD AIELLO
DARYL ROBERT SCHAFER
DOMINIC JOSEPH AIELLO
Zikun Cai
Andrew j Riley
Jared Kirk Lourdon
WILLIAM MARTIN LIBERMAN
BRET JOSEPH BUTERBAUGH
BRAD EMORY BUTERBAUGH
MICHAEL JAMES WEAVERLING
ADAM B DUFF
CHRIS SPYKER HOSTERMAN
SCOTT ABRAHAM MARTIN
ERIC MICHAEL TOGGART
MARK ANTHONY THOMAS TAVERNO
PATRICK ALAN MCDONOUGH
ADDISON BARTLETT
KYLE EMORY BUTERBAUGH
Kyle J Funkhouser
Bree Musser
WILLIAM HARRY MARTIN
TERRY RICHARD VARNER
CHARLES ELWOOD DREIBELBIS
DAVID MICHAEL BECKER
ROBERT MARK MEANS
MARK JOSEPH WASIKONIS
Ryan Charles Isenberger
Toner Shaw Corl
MARTIN ANTHONY WILDY
AARON R KRASNEY
Sean Walker
Ann Leslie Mallison
Matthew McGloin
AARON MICHAEL HUEY
GEOFFREY PATRICK CABER
DEREK WADE VARNER
JAMIE LEE FELKER
JOHN JAMES SCHAFFER
RICHARD FRANK DEFLURI
JUDY LYNNE LOY
Jeffrey Malcolm Weatherford
DOREEN LEONA KOLENO
BENJAMIN WESTPHAL PAYNE
Cy Treaster
ROBERT HENRY PFAHL
DAVID L ROSENBLATT
ROBERT JOHN HINSON
JENNIFER A NEWMAN
JEFFERY JOSEPH CLOSZ
KIMBERLI JEAN CASNER
Justin Blankenship
GLENN HERMAN WILLIAMS
RANDY THOMAS HOOVER
JOHN FREDERICK STRAUB
JOHN CHRISTOPHER CORSO
LAINEY MAE HAUSER
Gretchen Elizabeth Young
Hayden Davidson
AMY BETH SANOR
JACQUELINE NYREE CLARK WIGFIELD
Ryan Miller
Kelly Burger
SUSAN BROWN RUMBAUGH
Robert J. Radzwich
MATTHEW SHETLER
Sarah Ellen Oseroff
PAMELA A HASSINGER
JAMES PATRICK STAGER
ADAM J FIORE
Nina Lee Cowart
Eric Michael Gaspich
Jamie Beth Stocker Tabaka
Olivia Reid
BETH LOOP
RYAN J MOSTYN
Brittany J Shulman
Thomas Gabriel McKeon
Cynthia Karcher
David Helsel
STEPHANIE JOAN THOMPSON
Mary Beth Burket

Within 25 miles of Colonial Hill, PA, Best Investors lists 42 registered investment advisory firms with 78 offices nearby, managing about $9.18T in combined regulatory AUM across 1,708,325 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 Colonial Hill

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