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Best financial advisors in Everson, PA

Registered advisers within 25 miles of Everson, PA.

Offices
143
Firms
54
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
1.75M
1,748,588 clients when Item 5C has a number
Avg / client
$6.12M
Combined AUM ÷ clients

Nearby offices

Firms

STONEX ADVISORS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
KEY INVESTMENT SERVICES LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC INSTITUTIONS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
ADVICE & PLANNING SERVICES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
CAPTRUST
MML INVESTORS SERVICES, LLC

Investors

ERIC MICHAEL LUCKEY
THOMAS ALLEN DICKEY
Anthony Capotosto
Bradley Thomas Appleby
DONALD THOMAS FETSKO
MAX RICHARD HOUSE
BRYAN DOUGLAS BOUGHER
JOSEPH PAUL PRICE
ROBYN LEWIS
MICHAEL WILLIAM DOWLING
SCOTT D PRITCHARD
ROGER WILLIAM KNOUSE
Krysta Lynn Cornelison
JOSEPH DANIEL MALEGO
IOANA GAVRIS WAGLE
Christina Marie Bryner
RYAN DOUGLAS NAUGLE
TIMOTHY JOSEPH SEPSI
EDWARD DANTE CAPUZZI
RICHARD TIMOTHY WILLIAMS
Jason Marcieski
Julie L Heckmann
RYAN MATTHEW PURVIS
Wendy Semkus
AMANDA JO ENGLERT
Vanna M Snyder
Nicole Joy Conway
Chad Michael Ferri
Lisette M King
SHANE KEEFE DOWNEY
FREDERICK L HAAS
Casey Ross Shultz
William J Mc Laughlin
NATHAN JAMES FERGUSON
NATALIE YVONNE YAKSICK
RICHARD LUKE MILLER
JEFFREY J HEASLEY
JODY ANN WERNER
PAULA MARIE TREMBA
KEITH PATRICK BISKUP
Joseph Corey Howard
MICHAEL JOHN PASSALINQUA
NICHOLAS MICHAEL WILSON
BRIAN D FETSCO
Seth Kuhns

Within 25 miles of Everson, PA, Best Investors lists 54 registered investment advisory firms with 143 offices nearby, managing about $10.7T in combined regulatory AUM across 1,748,588 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 Everson

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM