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Best financial advisors in Davidsburg, PA

Registered advisers within 25 miles of Davidsburg, PA.

Offices
414
Firms
120
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
1.82M
1,820,481 clients when Item 5C has a number
Avg / client
$5.84M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MACRO ADVISORS, INC.
AE WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MML INVESTORS SERVICES, LLC
MORGAN STANLEY
SAVANT WEALTH MANAGEMENT
STONEBRIDGE FINANCIAL GROUP, LLC

Investors

Zane C. Akin
James Warren Baker
Tyler Lawrence Baker
CHRIS YVETTE POTTS
SCOTT DAVID RAAB
Molly Virginia Bruce
JOHN DANIEL SPADAFORA
STEPHEN MICHAEL MCNAMARA
JAY MATILAL DESAI
DARSHANA JAY DESAI
DIPAL HAMIR PATEL
MAHIR JAY DESAI
WADE CORNETT
SHANNON RENEE SHUPP
MIKESH JAY DESAI
Jacob Ilgenfritz
ANTHONY JAMES BAVLISH
Robert Halbert
MICHELLE LYNN KREEGER
KATHY DENISE DEMPSEY
JAMES WILLIAM SEILER
BENJAMIN PAUL SHEPPARD
PAMELA GETNER
BRIAN CRIST
GAYLE SUZANNE DELONG
BENJAMIN PANG
DOUGLAS WILLIAM KOSTER
JOSHUA ALLEN SHAPPELL
NATHAN KELLER
Josiah Thomas Williams
CHARLES SWOPE
ELENA A KUZNETSOVA
Jack Edward Armstrong
JASON PATRICK THORNE
PAUL DAVID HEFFELFINGER
EMANUEL MARK STRATEGOS
JODY ANN WITHEROW
Noah Thomas Caler
WILLIAM S PANARO JR.
MATTHEW ARTHUR CALABRETTA
SAMIR SURESHCHANDRA PARIKH
REBECCA ANN GEBHART
SHERI LYNN STAMM
JOSHUA FREDRICK WALTERS
SHERI E GRAY
Anthony Joseph Gist
Jordan Matthew Hisey
ERIN E ST JACQUES
MICHAEL NATHAN WASHBURN
THOMAS I MCILWEE
MELISSA SUSAN STOTTLEMYER
JEFF WINEKA
Courtney M Mills-Picarelli
HUI Y SINIRATH
ELIZABETH MARY WOLF
ROBERT ALLEN BOWEN
KATHLEEN ANNETTE BECKER
MICHAEL A JUILIANO
SAMUEL DAVID DALBY
MICHAEL YODER
HEATHER STAUFFER
JEREMY SNEDEGAR
Christian Keiter
MATTHEW MURRAY GAVEL
Noah Christopher Leftridge

Within 25 miles of Davidsburg, PA, Best Investors lists 120 registered investment advisory firms with 414 offices nearby, managing about $10.6T in combined regulatory AUM across 1,820,481 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 Davidsburg

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