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Best financial advisors in Coulters, PA

Registered advisers within 25 miles of Coulters, PA.

Offices
650
Firms
223
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,941,109 clients when Item 5C has a number
Avg / client
$5.93M
Combined AUM ÷ clients

Nearby offices

Firms

DIGIORGIO CAPITAL MANAGEMENT, INC.
LPL FINANCIAL LLC
J. W. COLE ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
CENTAURUS FINANCIAL, INC.
PLANMEMBER SECURITIES CORPORATION
SALCEDO FINANCIAL SERVICES
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
DUNCAN FINANCIAL PLANNING ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES

Investors

MARK ANTHONY DIGIORGIO
PETER MICHAEL TUMBAS
Samuel Gerald Coccia
JASON MICHAEL LAUX
Peter Andrew Fasciano
Stephen Louis Ross
TERRENCE L JUDY
Justin James Stoupis
Ashley M Frazier
CRAIG WILSON BAUM
ANTHONY FRANCIS QUINLAN
Barry John Testa
JAMES JOSEPH MCCROREY
ARMAND CHARLES SPERDUTO
JAYSON LOUIS WEINBERG
Matthew James Salcedo
JONATHAN BRIAN SULEY
Daniel Morgano
JAMES BERNARD RYAN
Taylor Marie Marziotto
JOHN MICHAEL GDULA
THOMAS EDWARD EAGLEHOUSE
BRIAN DAVID DUNCAN
JOHN MARSHALL DUNCAN
LARRY LUND QVISTGAARD
DANA LYNN KLEIN
MONICA M GARVER
KRISTEN MARIE HULL
JULIE ANN SNYDER
Geoffrey Chisholm Alberstadt
COLTON LEE HEARN
ROBERT BOYD MCCALMONT
KATHY LEE WHITE
NANCY LEE CONNERS
EDWARD E KAVO
DAVID SCOTT DUNCAN
FRANCIS STEPHEN ZORACKI
TEREK WILSON
PATRICK WILLIAMS
Garrett Britton
Wayne Washowich
Ryan Gene Sharrer
Matthew William Wirtz
MATTHEW R CASHDOLLAR

Within 25 miles of Coulters, PA, Best Investors lists 223 registered investment advisory firms with 650 offices nearby, managing about $17.4T in combined regulatory AUM across 2,941,109 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 Coulters

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 MELLON INVESTMENTS CORPORATION $874B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM