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Best financial advisors in Ephrata, PA

Registered advisers within 25 miles of Ephrata, PA.

Offices
377
Firms
144
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,744,414 clients when Item 5C has a number
Avg / client
$4.11M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
HEARTHSTONE FINANCIAL GROUP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
BRADLEY ADVISORY
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERITAS ADVISORY SERVICES, LLC
GLOBAL STEWARD ADVISORS, LLC
EMERALD SEPARATE ACCOUNT MANAGEMENT LLC

Investors

Jennifer Marie Philbert
Ronald Jeffrey Burroughs
SHELDON MARK BRUBAKER
JOSEPH JOHN HOWE
Tyler Arthur Trettin
Christina M Gaston
DONALD LEE DOOLITTLE
RYAN DANIELS
Kathryn Focht
AMY JO MARTIN
Tracy Lee Walter
Emerson Lee Paul
Stephen Jeffey Musser
DOUGLAS ALLEN DARLING
HARRY RICHARD NEIDERMYER
Sarah Allison Darling
MARLIN G. MUSSER
GARY JAMES SNAVELY
ANTHONY JOSEPH MARTIN
Matthew Philip McKinney
Judith Wolcott Frantz
Timothy Weagley
Brian Kenneth Asper
Robert Aaron Hostetter
Benjamin Hess Hagy
Zachary Lee Horst
PAUL KIT STETTER
Jessica Marie Voci
RAYMOND PAUL BRADLEY
Amanda Jane Taylor Gehman
Shane Michael Landis
MATTHEW ALAN WILLIAMS
Andrew Sherman Dover
THEODORE WILLIAM CAROL
Andrea Bacon
Leon E Horn
KENNETH SCOTT RAY

Within 25 miles of Ephrata, PA, Best Investors lists 144 registered investment advisory firms with 377 offices nearby, managing about $11.3T in combined regulatory AUM across 2,744,414 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 Ephrata

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