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Best financial advisors in Donnally Mill, PA

Registered advisers within 25 miles of Donnally Mill, PA.

Offices
137
Firms
63
Combined AUM
$9.29T
Firm-wide filings, not assets booked only here
Clients
1.71M
1,708,959 clients when Item 5C has a number
Avg / client
$5.44M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
AVIATOR FINANCIAL, LLC
RWM ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
EDWARD JONES
PFS INVESTMENTS INC.
AMERITAS ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
BROOKSTONE WEALTH ADVISORS, LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
INDEPENDENT FINANCIAL PARTNERS

Investors

MICHAEL BRIGHT BYERLY
WILLIAM EARL BENNER
ROBERT WILSON MORRIS
Anna Lynn Santini
ROBERT WILSON MORRIS
ADAM ELIOT TRUITT
JONATHAN F KING
BRIAN A HUMMEL
Austin Joseph Cook
Chad Levan
DAVID ERIC EIA
JAMES PATRICK WEAVER
BENJAMIN CLANCY BURNS
JOSEPH SALVATORE PANTOZZI
RONALD GREGORY SNYDER
PETER D. KRUM
STEVEN EUGENE BOYER
Clinton Shane Imes
LUCAS D CRAIG
ISAIAH MICHAEL WAGNER
Victor Glenn Yoder
Daniel R Corbett
Becca Mae Doyle
Lauren Elisabeth Naylor
JAMES REX NAYLOR
MATTHEW SCOTT WALTERS
ROBERT THOMAS SMALANSKAS
Tyler Miller
WILLIAM ANDREW STEELE
JOHNSTON STAMFORD KELSO

Within 25 miles of Donnally Mill, PA, Best Investors lists 63 registered investment advisory firms with 137 offices nearby, managing about $9.29T in combined regulatory AUM across 1,708,959 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 Donnally Mill

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