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Best financial advisors in Equinunk, PA

Registered advisers within 25 miles of Equinunk, PA.

Offices
15
Firms
8
Combined AUM
$2.36T
Firm-wide filings, not assets booked only here
Clients
183K
182,977 clients when Item 5C has a number
Avg / client
$12.9M
Combined AUM ÷ clients

Nearby offices

Firms

VICUS CAPITAL, INC.
EDWARD JONES
CENTAURUS FINANCIAL, INC.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC

Investors

AARON MARK SODEN
Holly Methfessel Ginas
JONATHAN G SHEARD
Andrew Joseph Sheard
WILLIAM JAMES CARMODY
CYNTHIA ANN GALLOWAY
Gordon Rhoads
Joseph W Adams
Kelly Marie Fischer
Michael Joseph Krupa
Benjamin Chase Burkhardt
THOMAS F SPORER
MATTHEW DWAYNE ANDERSON
AMY ELIZABETH SPORER
ANTHONY J CAPRISTO
GINA PALMA BONACCI CAREY
Samantha Loughlin
CRAIG DALE CRUMP
ALAN BURT GOODMAN
ERIC JOHN ODELL
JEREMY J PATTEN
JAMES MURRAY GARDAS
CHERYL ANN LEWIS
Thomas G Regenski

Within 25 miles of Equinunk, PA, Best Investors lists 8 registered investment advisory firms with 15 offices nearby, managing about $2.36T in combined regulatory AUM across 182,977 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 Equinunk

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 CENTAURUS FINANCIAL, INC. 436 advisers $9.74B AUM 7 KEY INVESTMENT SERVICES LLC 681 advisers $8.88B AUM 8 VICUS CAPITAL, INC. 316 clients · 81 advisers $2.99B AUM