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Best financial advisors in Dallastown, PA

Registered advisers within 25 miles of Dallastown, PA.

Offices
305
Firms
106
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
2.33M
2,333,695 clients when Item 5C has a number
Avg / client
$4.42M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
LOMBARD ADVISERS INCORPORATED
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INVESTMENT RESEARCH CORP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BROOKSTONE WEALTH ADVISORS, LLC
ALPHASTAR CAPITAL MANAGEMENT
JOHNSON & WHITE WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
COLLECTIVE FAMILY OFFICE, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
REALTA INVESTMENT ADVISORS, INC

Investors

DOUGLAS ALAN KING
Andrea M Morrison
PETER GRAHAM WILKINSON
STEPHEN HARLOWE PRINDLE
FRANK DOMINIC CORTO
LYNDSEY Marie MICHELSEN
JULIE MAE MATTHEWS-SALVO
David James Herbst
Wade G Williams
DAVID JASON GARBER
JASON RAY WEBER
Katie Elizabeth Burton
RICK ADAM DANIELOWSKI
WHITNEY SUSANNE BOWERS-MILLER
MICHAEL VANZANDT SUMMERS
KRISTIN NICOLE HERSHEY
Eric R Faidley
Justin Lee Pierce
JOSHUA PATRICK SMELTZER
JESSICA ANN MARIE HALL
BROCK RAYMOND HIVELY
CAMERON GOODLING
AARON NIELS GINGRICH
Andrew C Kahan
JEFF WINEKA
EMILY CATHERINE SIDES
Sara Robyn Brackett
TIMOTHY PAUL WHITE
CHRISTOPHER LYNN JOHNSON
ROBERT WILLIAM ALLAN
Jacob William Little
Jordan Scott Abell
Melinda Jean Bodi
Colton Scott Kubicki
William Heird
Daniel Wayne Calloway
Justin Blake Smith
DANIEL EDWARD MCGARRY
BRIAN DAVID LUSTER
TREVOR NATHAN HOFFMAN
Trevor Dimitri Kasulen
DAVID SCOTT SIVEL
SCOTT AARON LINDERMANN
SHANE MICHAEL REBERT
ANDREW T LENDA
JENNIFER LEE ORMOND
MICHAEL A KALLOZ
KAREN LYNNE HELTZEL
Margaret Teresa Bridegum
MARY CATHERINE HELTZEL
CHRISTIE LOUISE SMITH
JOHN ELI FRICK

Within 25 miles of Dallastown, PA, Best Investors lists 106 registered investment advisory firms with 305 offices nearby, managing about $10.3T in combined regulatory AUM across 2,333,695 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 Dallastown

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM