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Best financial advisors in East Berlin, PA

Registered advisers within 25 miles of East Berlin, PA.

Offices
334
Firms
103
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
1.72M
1,718,279 clients when Item 5C has a number
Avg / client
$6.14M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
OARS CAPITAL
INSPIRE ADVISORS, LLC
ELEMENT WEALTH ADVISORS

Investors

Mark Richard Harbaugh
RICHARD ARTHUR ELLINGER
Janelle Marie Coolbaugh
Zane C. Akin
James Warren Baker
Tyler Lawrence Baker
CHRIS YVETTE POTTS
Michelle Quinn
BRAD GAULDIN
Connor Quinn
CHARLES RONALD EVANS
HATTIE HORN EVANS
MATTHEW DEAN WILSON
JUSTIN MITCHELL BRILLHART
MICHAEL KEVIN WAGNER
Mary Syron
John Bennett Vonnes
BRIDGET DARCY
MARC ANDREW SMITH
JAMES WILLARD DEFFENBAUGH
Christopher S Pagotto
Mitchell George Wirth
MICHAEL PAUL SMITH
Derek Orion Mauldin
Jack Edward Armstrong
JASON PATRICK THORNE
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
Joseph Marlyn Wildasin
Andrew G Mudalel

Within 25 miles of East Berlin, PA, Best Investors lists 103 registered investment advisory firms with 334 offices nearby, managing about $10.5T in combined regulatory AUM across 1,718,279 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 East Berlin

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