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Best financial advisors in Five Points, PA

Registered advisers within 25 miles of Five Points, PA.

Offices
375
Firms
144
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,749,207 clients when Item 5C has a number
Avg / client
$4.42M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
RKL PRIVATE WEALTH
SCHUYLKILL FINANCIAL, LLC
PARK AVENUE SECURITIES LLC
ATLAS WEALTH PARTNERS LLC
LPL FINANCIAL LLC
APELLA WEALTH
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO INVESTMENT INSTITUTE, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WEIK CAPITAL MANAGEMENT
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WALSKY INVESTMENT MANAGEMENT INC
BLACKRIDGE ASSET MANAGEMENT, LLC

Investors

JOSHUA DONALD WEAKNECHT
MICHAEL LOUIS BUCKLIN
LAURIE MICHELE PEER
THOMAS DAVID REARDON
RONALD IRVIN STILES
JEFFREY A BINGHAM
SEAN PATRICK MCCULLOUGH
MICHAEL JOSEPH JANVRIN
Kyle Hutchinson
GAIL C FORD
Ethan T Miller
KIRSTAN COLLEEN ULRICH
SYDNEY DIANNE SCHAEFFER
JUSTIN DANIEL SCHAEFFER
Michael Warren Listmeier
Kevin Patrick Sweeney
SHARON SUE WISLER
Jared Michael Sadowski
EDWARD VINCENT SWEENEY
SAMUEL ALLEN MARRELLA
DANEEN MARIE WEAVER
PAUL LEONARD MARRELLA
MATTHEW MARRELLA
SAMUEL ALLEN MARRELLA
STANLEY EDWARD KIEC
LINDA LOUISE CAPELLUPO
JEFFREY CHRISTOPHER DRESELY
MATTHEW NEIN
CULLIN MCGRATH
THOMAS MICHAEL NEIN
BRETT CHRISTOPHER WARTLUFT
PRESTON J WALKER
DANIEL LEE WEIDENHAMMER
KENAN DAVID YAMANER
JANE M SHOLDER
JENNIFER L. BILODEAU
SEVERO ZUNIGA SALES
DAVID LEE BOYER
JARED LEE RUPPERT
BRUCE THOMAS GROSS
JOSEPH JAVIER SANCHEZ
TRAVIS DAVID FREDERICKS
Melissa Whalen
MEGAN DEVINE
JACQUELINE LEE PULFORD
MAGGIE GARMAN
JOSHUA DAVID HIRNEISEN
KAREN MARIE BAUSCH
KENDRA ELIZABETH KLAHR
ADAM CRONOMIZ
DIANNE PHILLIPS
ERIC EDWARD GRADWOHL
JAMES EDWARD MILLER
Kenneth Wesley Weik
LAURA ANN NOVAK
ABHISHEK AMATYA
WARREN WILBUR WEIK
Logan James Boyer
THOMAS WILBUR WEIK
PAMELA MARIE SUTLIFF
Michael Alexander Herman
LORI GOOD BRENNAN
VIRGIL A KAHL
Gregory Scott Frank
Jose Aramis Arevalo
Brian Guenard
ANGELA RENEE ALEXANDER
Tara Garcia
ROBIN WOOD PYSHER
Michael Anthony Billera-Smith
Christopher John DiRenzo
ELIZABETH ANN WARD
CRAIG DOUGLAS HAFER
DENNIS BIAGIO PELLEGRINI

Within 25 miles of Five Points, PA, Best Investors lists 144 registered investment advisory firms with 375 offices nearby, managing about $12.2T in combined regulatory AUM across 2,749,207 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 Five Points

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM