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Best financial advisors in Fleetville, PA

Registered advisers within 25 miles of Fleetville, PA.

Offices
129
Firms
50
Combined AUM
$9.54T
Firm-wide filings, not assets booked only here
Clients
2.71M
2,713,235 clients when Item 5C has a number
Avg / client
$3.51M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
1ST FINANCIAL INVESTMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
STONE SECURITIES INC.
LEIGH BALDWIN & CO., LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
STONE HOUSE INVESTMENT MANAGEMENT, LLC
OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

VINCENT MICHAEL KUBILUS
STEVEN MATTHEW DERIANCHO
Charles James Galat
NOREEN ANN THOMAS
VERONICA ANN DENDE
RICHARD JAMES CONDEELIS
GLENN FRANKLIN FERRELL
CHERYL LISA CHIN
CLARE BARUFFALDI KULL
STEPHEN DARRELL MOORE
NICHOLAS JOHN COLAROSSI
Jordan Joel Goldstein
Adam Edward GOLDSTEIN
Heath Gary Goldstein
PHILIP ALAN GOLDSTEIN
RICHARD MAYOR WEINTRAUB
JILL KIRSTEN SINGER
RONALD FAIR PAULL
ERIC DONALD MILLER
THADDEUS JUDE KENNY
JENNIFER HARRIS WILLIAMSON
Charles J. Parry
MARK JOSEPH LYNN
WILLIAM J COLON
Edward James Blanchard
KURTIS ROYCE MEDEIROS
William John Mulligan
LAURA SPORCIC
THOMAS ERIC MORRIS
JAMES PATRICK TEEPLE
CHRISTOPHER KELLY
JAMES CLAUDE KRESGE
JAMES J ANDERSON

Within 25 miles of Fleetville, PA, Best Investors lists 50 registered investment advisory firms with 129 offices nearby, managing about $9.54T in combined regulatory AUM across 2,713,235 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 Fleetville

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM