Best financial advisors in Dallas, PA

Registered advisers within 25 miles of Dallas, PA.

Offices

149

Firms

61

Combined AUM

$9.65T

Firm-wide filings, not assets booked only here

Clients

2.76M

2,756,143 clients when Item 5C has a number

Avg / client

$3.50M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

1160 Twin Stacks Drive
DALLAS, PA 18612

CITIZENS SECURITIES, INC.

15 MAIN ST MAILSTOP: 18U-0004
DALLAS, PA 18612

PNC WEALTH MANAGEMENT LLC

2485 MEMORIAL HIGHWAY
DALLAS, PA 18612

RIGGS ASSET MANAGEMENT CO INC

THE GRAND HIGHLANDS TWO NEWBERRY ESTATES
DALLAS, PA 18612

LPL FINANCIAL LLC

196 NORTH MAIN STREET
SHAVERTOWN, PA 18708

AMERIPRISE FINANCIAL SERVICES, LLC

1501 MEMORIAL HWY STE 3
TRUCKSVILLE, PA 18708-1493

&PARTNERS

100 Main Street, Suite 101
Luzerne, PA 18709

TRANSAMERICA FINANCIAL ADVISORS, LLC

60 West UNION ST SUITE 201
KINGSTON, PA 18704

VICUS CAPITAL, INC.

1600 Wyoming Avenue
Forty Fort, PA 18704

CENTAURUS FINANCIAL, INC.

1654 WYOMING AVENUE
FORTY FORT, PA 18704

LPL FINANCIAL LLC

800 WYOMING AVE.
KINGSTON, PA 18704

MML INVESTORS SERVICES, LLC

259 Wyoming Avenue 2nd Floor
Kingston, PA 18704

LPL FINANCIAL LLC

247 WYOMING AVE
KINGSTON, PA 18704

STATE FARM INVESTMENT MANAGEMENT CORP.

1022 Wyoming Ave Ste. 21A
Wyoming, PA 18644

PFS INVESTMENTS INC.

250 Pierce St Suite 313
Kingston, PA 18704

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

479 NORTHAMPTON STREET
KINGSTON, PA 18704

AMERIPRISE FINANCIAL SERVICES, LLC

480 Pierce St Ste 214
Kingston, PA 18704

INVICTUS FINANCIAL SERVICES

324 WYOMING AVENUE
WYOMING, PA 18644

INTEGRITY ALLIANCE, LLC.

1325 N River St Suite 209
Plains Twp, PA 18702

ASCO FINANCIAL GROUP, INC.

575 PIERCE STREET SUITE 301
KINGSTON, PA 18704

Firms

CITIZENS SECURITIES, INC.

PNC WEALTH MANAGEMENT LLC

RIGGS ASSET MANAGEMENT CO INC

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

VICUS CAPITAL, INC.

CENTAURUS FINANCIAL, INC.

MML INVESTORS SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

PFS INVESTMENTS INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

INVICTUS FINANCIAL SERVICES

INTEGRITY ALLIANCE, LLC.

ASCO FINANCIAL GROUP, INC.

Investors

George Theodore Oberg

DANIEL WILLIAM FUHR

CAROLYN MARGARET RUIZ

Robert Joseph Graham

Dimitri David Gnall

SUSAN ADAMS SHOEMAKER

ROBERT HAMILTON GRAHAM

ELIZABETH BRIDGET GRAHAM

ALAN J COREY GLASSMAN

Adam Jeffrey Glassman

ARTHUR ERNEST BAIRD

VICTOR ERNESTO MATTHEWS

DAVID MICHAEL TARANTINI

ROBERT CLEMENTS GOVER

LISA DOROTHY PROBANSKI-BONITO

BARRY CHARLES KING

KEVIN SCOTT REST

DEREK CHRISTOPHER THOMPSON

MALO KEVIN LEE CARPENTER

DESMOND ANTHONY SCOTT

Claude Linus Hicks

LINDA MARIE SUDA

PETER MICHAEL KIZIS

CHRISTIAN JOSEPH STOLTZ

MICKEY PATRICK DUDISH

Robert Allan Glycenfer

Adam Brian Bykowski

MARK JAMES CAREY

William Paul Walsh

Andrew Paul Cisney

BREANNA MARIE KALINOWSKI

RICHARD ALAN PASCOE

LAUREN PASCOE KAYRISH

CHRISTINE LYNN Ambrose

BRIAN LEON KUHNS

REBECCA SOWA BARTUSKA

JOSEPH L MC DONOUGH

Shane Christopher Kreller

John Jeremy Cyprich

Within 25 miles of Dallas, PA, Best Investors lists 61 registered investment advisory firms with 149 offices nearby, managing about $9.65T in combined regulatory AUM across 2,756,143 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 Dallas

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