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Best financial advisors in Conestoga, PA

Registered advisers within 25 miles of Conestoga, PA.

Offices
313
Firms
118
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,732,328 clients when Item 5C has a number
Avg / client
$3.85M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
MANGOLDS INVESTMENT ADVISORS INC.
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
ELLIS INVESTMENT PARTNERS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Matthew Dillon
ROBERT OCONNOR
David Jason Zoll
Stephen Jeffey Musser
Justin Ryan Rzucidlo
Marcos G Herrera Inostroza
Scott Eliot Bauermaster
ERIC CHARLES PEINHARDT
Shannon Patricia Gorham
MARGARET HOLDEN FOLK
Mitchell D Long
ALEX WILLIAM PATTERSON
CRAIG LUTHER PATTERSON
THOMAS JOSEPH SEMANEK
ZACHARY BUTERBAUGH
Sharon Anne England
Frederick H Waller
JEFFREY EUGENE SWOPE
ROBERT FREDERICK HABIG
ALICIA SUZANNE PITTMAN
DAVID ALAN SMITH
Christopher T Ecker
Daniel Robert Myers
ERIC LEE LANDIS
JESSE LEE LANDIS
Darren Ray Kushto
TIMOTHY DAVID GAY
JILLIAN RAE HOMYAK SNYDER
Austin Raymond Horvath
Alexis M Lucas
JASON SCOTT OLSEN
RYAN MICHAEL PRICE
GARY JOHN SLATER
collin adam folk
ANTHONY S BECCONE
DANIEL JOSEPH CROCKER

Within 25 miles of Conestoga, PA, Best Investors lists 118 registered investment advisory firms with 313 offices nearby, managing about $10.5T in combined regulatory AUM across 2,732,328 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 Conestoga

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