Best financial advisors in Dorset, PA

Registered advisers within 25 miles of Dorset, PA.

Offices

210

Firms

88

Combined AUM

$10.2T

Firm-wide filings, not assets booked only here

Clients

2.72M

2,718,389 clients when Item 5C has a number

Avg / client

$3.75M

Combined AUM ÷ clients

Nearby offices

WAGNER WEALTH MANAGEMENT, CORP.

314 S. MAIN ST., SUITE A
CONYNGHAM, PA 18219

21.3 miles away

LPL FINANCIAL LLC

1001 JAMES DR, STE B32
LEESPORT, PA 19533

21.3 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

5000 W TILGHMAN ST STE 153
ALLENTOWN, PA 18104

21.3 miles away

BANKERS LIFE ADVISORY SERVICES, INC.

5000 W TILGHMAN ST, Ste 310
ALLENTOWN, PA 18104

21.3 miles away

DEEP DRAFT CONSULTING, LLC

4905 TILGHMAN STREET SUITE 100
ALLENTOWN, PA 18104

21.4 miles away

WELLS FARGO CLEARING SERVICES, LLC

4905 W TILGHMAN ST 3RD FL [L3-RBO]
ALLENTOWN, PA 18104

21.4 miles away

COMMONWEALTH FINANCIAL NETWORK

4905 Tilghman Street Suite 300
Allentown, PA 18104

21.4 miles away

MML INVESTORS SERVICES, LLC

4905 Tilghman Street Suite 200
Allentown, PA 18104

21.4 miles away

STILLWATER PRIVATE WEALTH

4905 Tilghman Street, Suite 300
Allentown, PA 18104

21.4 miles away

WELLS FARGO CLEARING SERVICES, LLC

4905 W TILGHMAN ST STE 350
ALLENTOWN, PA 18104

21.4 miles away

WELLS FARGO CLEARING SERVICES, LLC

4905 W TILGHMAN ST STE 350 [DA-RBO]
ALLENTOWN, PA 18104

21.4 miles away

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

4905 W Tilghman St Fl 3
ALLENTOWN, PA 18104

21.4 miles away

M HOLDINGS SECURITIES, INC.

4905 Tilghman Street Suite 100
ALLENTOWN, PA 18104

21.4 miles away

VALIC FINANCIAL ADVISORS, INC.

4905 W TILGHMAN SUITE 300
ALLENTOWN, PA 18104

21.4 miles away

NEW EDGE WEALTH

4905 W. Tilghman St., Suite 250
Allentown, PA 18104

21.4 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

12 HICKORY LN
TEMPLE, PA 19560-9756

21.5 miles away

LOMBARD ADVISERS INCORPORATED

6235 Hamilton Blvd. Suite 100
Allentown, PA 18106

21.6 miles away

SANTANDER SECURITIES LLC

3420 North 5th Street Highway
Laureldale, PA 19605

21.6 miles away

SECTOR ANALYSTS LLC

6126 HAMILTON BLVD. SUITE 103
ALLENTOWN, PA 18106

21.7 miles away

LPL FINANCIAL LLC

6084 HAMILTON BLVD
ALLENTOWN, PA 18106

21.7 miles away

Firms

WAGNER WEALTH MANAGEMENT, CORP.

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

BANKERS LIFE ADVISORY SERVICES, INC.

DEEP DRAFT CONSULTING, LLC

WELLS FARGO CLEARING SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

MML INVESTORS SERVICES, LLC

STILLWATER PRIVATE WEALTH

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

M HOLDINGS SECURITIES, INC.

VALIC FINANCIAL ADVISORS, INC.

NEW EDGE WEALTH

LOMBARD ADVISERS INCORPORATED

SANTANDER SECURITIES LLC

SECTOR ANALYSTS LLC

Investors

Justin Chase Warfel

KYLE SCOTT WAGNER

ALLEN SCOTT WAGNER

Joanne Marie Laessig

JAMES WALTER KEIM

SARAH LEIGH MILES RODRIGUEZ

JOEL HARVEY COPE

GARY PAUL DAVIDOWICH

CHRISTOPHER MICHAEL SCHRAMPF

DARYL S. PEREGRIN

CHRISTIAN SZABO

MICHAEL LEO JORDAN

DYLAN THOMAS SPADT

DONALD JOSEPH SKLANKA

KEVIN MICHAEL WELSH

THOMAS MICHAEL CARTIN

RICHARD DALE CLAPP

KYLE ERIC MEITZLER

EMMANUEL ANGELOPOULOS

PAUL BRIAN FOSTER

MICHAEL CHRISTOPHER LANDIS

IRISH SOLLORIN JACKSON

HARRISON BROMLEY

SOLMARIA CRUZADO

KATRINA RENEE ROMNEY

MICHAEL GEORGE STOCKMAL

SHAUNEIL JEROME DOYLEY

KASEY ELLEN DRESTE

RICHARD JOHN JENNINGS

SCOTT ALLAN ROVITO

SUSAN ANN KERSHNER

JAMES CHRISTOPHER KING

TERRY EARLE SANDERCOCK

ROBERTA ANN LEVINE

ALIASGHER NURALI SOMJI

KAREN SELENE PRUDENCIO

ROBERT L STANLEY

JAMES EDWARD CUCCARO

MARY KARIMI MUGAMBI

JUSTIN PAUL SCHMOYER

CHRISTOPHER JAMES BARR

GREGORY S ROVINSKI

NATHAN PAUL SHIVE

Gabriel Benedict Micca

Tyler Michael Anderson

RACHAEL HAGGINBOTHOM

DAVID WAYNE HUMMEL

DIANNE A MACHINIST

JUSTIN PATRICK PATTISHALL

Charlene Renee Flick

Jake Austin Ritter

Andrew T Johnson

Raymond Paul Shive

MARK JEROME LASKO

RACHEL MARIE WALTER

CARMEN JOHN LOCASCIO

TIMOTHY TYLER JONES

JOSEPH WILLIAM LEARY

Zackary Michael Gillen

SETH ELI BITTNER

KURT JOHN POLING

DIANNE PHILLIPS

CARTER PAYNE ATKINS

BRETT STEPHEN POLING

CONNOR PATRICK GALLAGHER

THOMAS RONALD MUNSHOWER

CHARLES EDWARD MACKENZIE

DOMINEC YANNIELLO

RICHARD WADE SILBERG

BRIAN RICHARD KALAMAR

MICHAEL GEORGE O'CONNELL

MARTIN JON KOVACH

RICHARD JAMES GERHART

SHELLEY L FRAKER

TIMOTHY MARTIN FOSTER

HEATHER STAUFFER

DANIEL JAMES MAGILL

RACHEL CYNTHIA LOWER

DONNA MARIE WANAMAKER

DANIELLE BAILEY

PAUL DOUGLAS EMRICK

DAVID FREDERICK GUENSCH

Christopher Vorgity

JOHN DAVID TUMOLO

PATRICK JAMES HUTCHINSON

Jessica Ann Paretta

Within 25 miles of Dorset, PA, Best Investors lists 88 registered investment advisory firms with 210 offices nearby, managing about $10.2T in combined regulatory AUM across 2,718,389 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 Dorset

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