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Best financial advisors in East Pennsboro, PA

Registered advisers within 25 miles of East Pennsboro, PA.

Offices
277
Firms
97
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
1.76M
1,758,513 clients when Item 5C has a number
Avg / client
$5.87M
Combined AUM ÷ clients

Nearby offices

Firms

FOUNDATIONS INVESTMENT ADVISORS LLC
OSAIC WEALTH, INC.
LPL ENTERPRISE, LLC
GUARDIAN ASSET ADVISORS, LLC
EQUITABLE ADVISORS, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
MARINER
DAKOTA WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
ETHOS FINANCIAL GROUP, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
IFS GROUP

Investors

Andrew Ogle
Joseph Carmen Deitrich
TARA LOUISE MCHUGH-HOLLISTER
MATTHEW Jordan GROZIER
ANDREW JUSTIN HESS
Bradley Christopher Foose
Ryan Mechalske
BRENNAN MILLER
DAVID WILLIAM MARRAZZO
JOSEPH G MARRAZZO
DARREN BRADLEY GUTSHALL
CRAIG A HAHNLEN
Anthony David Marrazzo
DAVID LEE NOGGLE
John-Delfin Nathaniel Skovira
GARY EUGENE MEANOR
HEIDI MARTHA DUCKWORTH
Courtney Elizabeth Miller-Findley
DEREK M SHAFFER
TROY DALLAS ROTH
Benjamin Joseph Ashby
ADAM MICHAEL JAROCH
DEBRA HELLYER SHERMAN
JEFFREY MICHAEL GOYETTE
JEFFREY MICHAEL GOYETTE
John Charles Goyette
JESSICA LORRAINE ELSCHEID
HOWARD GLENN AMMONS
RYAN JEFFREY STEPHENSON
Jordan A Lawson
Caden Edward Malone
Benjamin James Glatfelter
DONALD FORD WEAVER
Ella G Still
SOTIRIOS PETE KOLOKITHAS
DAVID ALLEN BERKEBILE
JULIE KAY MCCORKEL
Peter D. Kelly
BARBARA JILL MILLER
MELISSA L PUJIA
EDWARD PAUL GORMLEY
Jackson S Stough
JONATHAN SCOTT STOUGH
RICHARD GENE MORRISON
ALEESHA RAE MOYER
James C Schmitt
KEVIN RICHARD LACHANCE
ANDREW KENNETH FRY
KENNETH WALTER FRY

Within 25 miles of East Pennsboro, PA, Best Investors lists 97 registered investment advisory firms with 277 offices nearby, managing about $10.3T in combined regulatory AUM across 1,758,513 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 Pennsboro

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