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Best financial advisors in East Greenville, PA

Registered advisers within 25 miles of East Greenville, PA.

Offices
840
Firms
307
Combined AUM
$16.7T
Firm-wide filings, not assets booked only here
Clients
2.80M
2,801,569 clients when Item 5C has a number
Avg / client
$5.97M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
GIBBS WEALTH MANAGEMENT, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
MILESTONE FINANCIAL ASSOCIATES, LLC
WORLD INVESTMENT ADVISORS, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KEY INVESTMENT SERVICES LLC
B. RILEY WEALTH ADVISORS, INC.
INTEGRITY ALLIANCE, LLC.
PROSPERA FINANCIAL SERVICES, INC.

Investors

MELVIN DALE NACE
THEODORE M MOYER
Sarah Elizabeth Fontanez
Janna Mary Lutz
BRUCE D HILLEGASS
DAVID SAMUEL COULT
JEFF W LANSCEK
Holly O Clarke
Jeffrey Alex Hegedus
Justin T Poccia
Mihir Shital Saudagar
JUSTIN RUSSELL MILLER
PAUL ANTHONY JULIANO
THOMAS SCOTT BARTHOLOMEW
DOUGLAS MICHAEL DOUGHERTY
RONALD JOHN YELLETS
JON M ERNST
Mary Clements Evans
CRYSTAL ANNE DYE
Richard Joshua Whitelock
Morgan Lynn McNeely
Zachary David Long
MICHELLE ANN TAUBER
KEITH JOSEPH HOLMES
LOUIS JOSEPH LAMOREAUX
JAMES RUSSELL BAKER
LINDSEY JO BORGESE
Jeffrey Alan McElhaney
BRIAN JAMES SMITH
MICHAEL MAHER
KENNETH JOSEPH MCANDRESS
MATT J BALKE
KENNETH RICHARD GULA
ROSE ANNE GALEANO-PHILLIPS
Sean Lyons
Robert James Podraza

Within 25 miles of East Greenville, PA, Best Investors lists 307 registered investment advisory firms with 840 offices nearby, managing about $16.7T in combined regulatory AUM across 2,801,569 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 Greenville

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