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Best financial advisors in Fern Glen, PA

Registered advisers within 25 miles of Fern Glen, PA.

Offices
88
Firms
37
Combined AUM
$5.51T
Firm-wide filings, not assets booked only here
Clients
1.08M
1,075,226 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EAGLE STRATEGIES LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CHANCELLOR FINANCIAL GROUP WB LP
TRUSTMONT ADVISORY GROUP, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
ASCO FINANCIAL GROUP, INC.

Investors

Brenda Edmonds
CARLA CHRISTINE JAGODZINSKI
MELISSA ANN SEITCHEK
JEREMIAH MICHAEL SENSENIG
CHAD THOMAS JACOBSON
RUSSELL LEE GOODMAN
MARK JOHN KATARSKY
EDWARD JOSEPH KATARSKY
Joseph P Krugel
KEVIN JOSEPH KRUGEL
Deborah L Telesz
ANDREW ROBERT PHILLIPS
Thomas James O'Day
LAWRENCE PHILIP HAMILTON
ROBERT J KLINGER
Eileen Y Song
MICHAEL JOHN STRAMARA
MARK JOSEPH OTERI
RICHARD ALAN PASCOE
LAUREN PASCOE KAYRISH
Eric A Rivera
JEFFREY HOWARD MCKINNON
Matthew Joseph Defalco
JAMES DUNCAN KISHBAUGH
ERIC JAMES KISHBAUGH
William Paul Walsh

Within 25 miles of Fern Glen, PA, Best Investors lists 37 registered investment advisory firms with 88 offices nearby, managing about $5.51T in combined regulatory AUM across 1,075,226 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 Fern Glen

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM