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Best financial advisors in Forty Fort, PA

Registered advisers within 25 miles of Forty Fort, PA.

Offices
152
Firms
62
Combined AUM
$9.65T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,756,257 clients when Item 5C has a number
Avg / client
$3.50M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MML INVESTORS SERVICES, LLC
PFS INVESTMENTS INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ASCO FINANCIAL GROUP, INC.
CLEMENTE INVESTMENT SERVICES LLC
OSAIC WEALTH, INC.
&PARTNERS
EDWARD JONES
CHANCELLOR FINANCIAL GROUP WB LP
TRUSTMONT ADVISORY GROUP, INC.
J.P. MORGAN SECURITIES LLC

Investors

William Paul Walsh
RICHARD ALAN PASCOE
LAUREN PASCOE KAYRISH
RONALD F MEAD
Robert Allan Glycenfer
Adam Brian Bykowski
MARK JAMES CAREY
MOHAMMED NAJIB
BREANNA MARIE KALINOWSKI
BARRY CHARLES KING
KEVIN SCOTT REST
DEREK CHRISTOPHER THOMPSON
MALO KEVIN LEE CARPENTER
DESMOND ANTHONY SCOTT
Claude Linus Hicks
Steven Gimont
CHRISTINE LYNN Ambrose
BRIAN LEON KUHNS
REBECCA SOWA BARTUSKA
JOSEPH L MC DONOUGH
BRENT WILLIAM MAKARCZYK
William Amesbury
Olivia Marie Casale
JAMES (NMN) CLEMENTE
STEPHEN NICHOLAS CLEMENTE
JEROME JOSEPH MCHALE
DONALD PAUL WILLIAMSON
Emily Moore
Peter Shelp
Joseph Houlihan
DAVID MICHAEL TARANTINI
ROBERT CLEMENTS GOVER
LISA DOROTHY PROBANSKI-BONITO
MICKEY PATRICK DUDISH
JAMES HENRY VANWERT
JAMES H VAN WERT
Eileen Y Song
Thomas James O'Day
LAWRENCE PHILIP HAMILTON
Deborah L Telesz
ANDREW ROBERT PHILLIPS
BRIAN E ZABRISKI

Within 25 miles of Forty Fort, PA, Best Investors lists 62 registered investment advisory firms with 152 offices nearby, managing about $9.65T in combined regulatory AUM across 2,756,257 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 Forty Fort

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