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Best financial advisors in East Petersburg, PA

Registered advisers within 25 miles of East Petersburg, PA.

Offices
372
Firms
132
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,731,362 clients when Item 5C has a number
Avg / client
$3.92M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMPREHENSIVE FINANCIAL PLANNING, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PERSONAL WEALTH ADVISORY, LLC
GENEOS WEALTH MANAGEMENT, INC.
EDWARD JONES
PFS INVESTMENTS INC.
RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
ATWATER MALICK
CONRAD SIEGEL INVESTMENT ADVISORS
EQUITABLE ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OMICRON ADVISORS, LLC
MORGAN STANLEY
GREENSPRING ADVISORS, LLC
CHARLES SCHWAB & CO., INC.

Investors

MATTHEW CHARLES LANDIS
CINDY LYNN SHUMAN
MICHAEL MILES HARTLETT
Jennifer E Ritter
MICHAEL VINCENT KOWALICK
WENDEL LEE KING
DAMON PAUL HELLER
PATRICK JOSEPH CLOONAN
BROOKE WILLIAMSON HERR
RICHARD JOHN WALTERS
DANIEL LEROY BURTON
STEVEN FREDERICK BELL
Grace Roland
CHRISTOPHER JOHN MILLER
ANDREW STEPHEN BARNINGER
Joel Roberts
Rebecca Alane Boston
RICHARD BRONDYKE
Kenneth Arthur Phillips
KIRSTIE A. PRIMUS
KEVIN M WORM
GRANT WALKER
MATTHEW CHARLES MALICK
MEGHAN AMANDA BAUM
BENJAMIN H. ATWATER
MARK ALLEN DIXON
JOHN THOMAS LAUER
Jonathan Robert Gumpper
GREGORY ASHEKIAN
COLIN YABLONSKI
ADAM GLENN BLEVINS
CHRISTIAN PATRICK BOUTSIKARIS
PATRICE STORMS HOENNINGER
ROSS WILSON BURNAM
ROSS CHRISTIAN BURNAM
KELLY V.E. TRACH
LAUREN MARIE BRUCKHART
Howard Clark Williard
Evan James King
Colton L Sunderland
DONNAMARIE RICCIO
DOUGLAS PHILIP SHANK
MARK DAVID KISTLER
JENNIFER SUSAN LISS
PAUL JOSEPH KURISKY
LORI ANN HAGY
CHERYL L HARTMAN
AMY TONE
MICHELA MARIE POTOCKI
MEGHANA R DIXIT
MATTHEW P BALASAVAGE
Trent W Crider
Taylor David Skelly
Jennifer Anne Swetland
KATHRYN GAHRES
Krystle Ellen Seitz
Clayton E Williard
Cameron J Kistler
Jacob A Arcilesi
ROBERT JOHN BALASAVAGE
MELISSA RENEE HEINLEY
BRENDA L PERROTTI
Craig John Hornberger
Brittany C Arentz
KURT PATRICK LUCKENBILL
JANE ANN SHIPE
Kristina Groff
TIMOTHY JAY DECKER
LAURA LEE PEACE
Anthony Robert Knight
Andrew James Nell
Connor Patrick Skeen
JASON JOHN WEYFORTH
Erik Montalvo
KEVIN MATTHEW JOHNS

Within 25 miles of East Petersburg, PA, Best Investors lists 132 registered investment advisory firms with 372 offices nearby, managing about $10.7T in combined regulatory AUM across 2,731,362 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 Petersburg

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM