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Best financial advisors in Daggett, PA

Registered advisers within 25 miles of Daggett, PA.

Offices
46
Firms
28
Combined AUM
$7.93T
Firm-wide filings, not assets booked only here
Clients
1.07M
1,070,104 clients when Item 5C has a number
Avg / client
$7.41M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TLG ADVISORS, INC.
MML INVESTORS SERVICES, LLC
THE MUSTICO FINANCIAL GROUP, INC.
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
VALICENTI ADVISORY SERVICES INC
VANDERBILT ADVISORY SERVICES
SOCHA FINANCIAL GROUP, LLC
JOHN G. ULLMAN & ASSOCIATES, INC
AMERIPRISE FINANCIAL SERVICES, LLC
BURNS MATTESON CAPITAL MANAGEMENT, LLC
BCK PARTNERS, INC.
ROOTED PLANNING GROUP

Investors

Bryan Patrick Gilbert
Noah Kravitz
JONATHAN LORNE KRAVITZ
Debra Jean Butters
JOHN HUDSON BRAND
PETER STUART SCHWEIZER
WILLIAM ROSS GOWIN
TYLER ROBERT KREGER
JERAD RYAN ROSENDAHL
Andrew Joseph McFarland
Joseph Earl Rhodes
Katie Clark
Jessica Kelly Titus
JAY PATRICK SULLIVAN
HEATHER M WILBUR
LOUIS C TABONE
MICHAEL WILLIAM MUSTICO
DAMIEN ANDREW MUSTICO
Xavier Raymond Mustico
Elizabeth Grace Mustico
JILL MARIE BOYCE
ANDREW CLAYTON SMITH
RICHARD DARRIN WHITE
WILLIAM THOMAS REILLY
RUSSELL M BANCROFT
Noah Quintin Hunkele
RICHARD LLOYD GOLDMAN
PETER PAUL MCEVOY
JOHN MATTHEW PRINCIOTTO
JOSHUA MICHAEL PALMER
Bradley Joseph Sparbanie
LOUIS Felicetta Ruize
JOSEPH MICHAEL VALICENTI
JEFFREY SCOTT NAYLOR
Andrew S Cartwright
LYNN CHRISTINE WILLIAMS
Michelle Socha Vang
MICHAEL ERIC SOCHA
JOLIE McCarthy
JOHN GUY ULLMAN
THOMAS GRAHAM SNOW
KAREN BURNS MERIWETHER
Shawn Stephen Twigg
Mira Hailu Martinez
Matthew Smith
NICHOLAS MATHEW LAPUMA
KELLEY LYNN ZIMMERMAN
Nathan Robert Burns
Christopher Nathan Davis
Eric Anthony Sweet
WILLIAM FRANCIS REDDER
WILLIAM BARNUM BURNS
SARAH JEAN CREATH
JAMES ALLEN KAFFENBARGER
AMY ELIZABETH IRVINE
KATRINA MARIE WELKER
Rebekah Elizabeth Eason

Within 25 miles of Daggett, PA, Best Investors lists 28 registered investment advisory firms with 46 offices nearby, managing about $7.93T in combined regulatory AUM across 1,070,104 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 Daggett

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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM