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Best financial advisors in East Texas, PA

Registered advisers within 25 miles of East Texas, PA.

Offices
399
Firms
131
Combined AUM
$13.7T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,754,176 clients when Item 5C has a number
Avg / client
$4.99M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
ERICKSON FINANCIAL GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
SECTOR ANALYSTS LLC
GURNIAK FINANCIAL ADVISORS, INC.
LOMBARD ADVISERS INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
MERCER GLOBAL ADVISORS INC.
PRIVATE ADVISOR GROUP, LLC
OSAIC ADVISORY SERVICES, LLC
INTEGRITY ALLIANCE, LLC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LATITUDE ADVISORS, LLC
MILESTONE FINANCIAL ASSOCIATES, LLC

Investors

ANTHONY AUGUST VOROS
LUIS RAMON RIVERA
Jessica Ann Paretta
Chris Talpas
KERRY DUANE ERICKSON
Chad David Wakeman
TIMOTHY J. ERICKSON
DAVID JOSEPH GRUBE
JOHN DAVID TUMOLO
PATRICK JAMES HUTCHINSON
RICHARD THEODORE GURNIAK
DAVID FREDERICK GUENSCH
Craig W Peoples
PATRICIA LYNN PEOPLES
Seth N Maulfair
DUANE ERIC PEOPLES
ANDREW TODD SOLLENBERGER
FRANK THOMAS COLANGELO
PAUL CURTIS BARBEHENN
KELLY JUSTINE ALBERT
GLENN ALAN GRAFF
Emrich Martin Stellar
EMRICH MARTIN STELLAR
DARIN P VANANTWERP
Mathew Parsons
MEGAN TERESA WURSTA
Niko Isaiah Camacho
SCOTT VINCENT PARRY
JASON ANDREW IANNANTUONO
JOHN JOSEPH IANNANTUONO
Sean Lyons
REKHA MUKESH TRIVEDI
ALIASGHER NURALI SOMJI
Timothy O'Connors
THOMAS SCOTT BARTHOLOMEW
VICTORIA ANN PETERS
DAVID SAMUEL COULT
JEFF W LANSCEK
Holly O Clarke
Jeffrey Alex Hegedus
Justin T Poccia
Mihir Shital Saudagar
JUSTIN RUSSELL MILLER
PAUL ANTHONY JULIANO

Within 25 miles of East Texas, PA, Best Investors lists 131 registered investment advisory firms with 399 offices nearby, managing about $13.7T in combined regulatory AUM across 2,754,176 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 Texas

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