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Best financial advisors in Danielsville, PA

Registered advisers within 25 miles of Danielsville, PA.

Offices
293
Firms
108
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,739,967 clients when Item 5C has a number
Avg / client
$4.89M
Combined AUM ÷ clients

Nearby offices

Firms

HORNOR, TOWNSEND & KENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
A BETTER WAY FINANCIAL, LLC
THURSTON SPRINGER ADVISORS
PARK AVENUE SECURITIES LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
THRIVENT INVESTMENT MANAGEMENT INC.
STONEX ADVISORS INC.
MARINER
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
OSAIC WEALTH, INC.

Investors

GARY ALLEN FREY
JOSEPH ALLEN FREY
LAURENCE DAVID LANCASTER
Anthony Alan Davis
FRANK GUIDA
FRANK GUIDA
Noah Aaron Williams
KEVIN N KENDALL
TERRY RICHARD DANISH
OSTOMY MATTHEW
Laura N Adams
JOSEPH DAVID GARVEY
MICHELE LIPSCHULTZ
PHYLLIS ANN WILLIAMS
BRUCE BARTON ROMBERG
JEREMY GLOTH
Peter Perez
AARON WOLFE
Kaye-Ann Brown Barrett
Stephen Michael Parrish
Jan Marie Strunk
Janna Mary Lutz
GREGORY ALAN HERZOG
Dana Flynn Vlasics
SCOTT CURTIS BUTLER
Christian Butler
Hugh Richard Zeffer
William Kenneth Velekei
DAVID GEORGE GIVLER
Mark Borda
Madison Dill
Lloyd Paul Jones
Kevin C Jones
SCOTT ALAN BRANTINGSON
SCOTT MATTHEW BRANTINGSON
John Michael Genova
Tiffani Linn Tita
Mary Grace Cardow
MICHELLE LYNN HEIDE
DWAYNE LYN SNYDER
GARY G STOUDT
Andrew J Mill
ERIC MARK FEHR
DANIEL JOSEPH FLOOD
AMBER LEIGH CARRICK
ERIC THOMAS NIKLES
DEBRA JILL MOSSER
Joseph Connell

Within 25 miles of Danielsville, PA, Best Investors lists 108 registered investment advisory firms with 293 offices nearby, managing about $13.4T in combined regulatory AUM across 2,739,967 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 Danielsville

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM