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Best financial advisors in Fredericksburg, PA

Registered advisers within 25 miles of Fredericksburg, PA.

Offices
220
Firms
67
Combined AUM
$8.23T
Firm-wide filings, not assets booked only here
Clients
1.58M
1,583,915 clients when Item 5C has a number
Avg / client
$5.19M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
GT WEALTH LLC
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FOUNDERS FINANCIAL SECURITIES LLC
PARK AVENUE SECURITIES LLC
MML INVESTORS SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

ANGELA MICHELLE BARKET
JEFFREY DAVID KERCHER
Cheryl Lori Batdorf
Willie Russell Sawyers
Cole Miller
THOMAS E POLTERSDORF
MARTIN DALE YOCUM
MICHAEL CONSTANTINE VALUDES
JAY GLENN GREEN
KATHERINE ELIZABETH WENTLING
DONALD GEORGE GUISWITE
MATTHEW JOHN BARKET
THOMAS EDWARD GERHART
Steven Brooks Goodhue
HANNAH PHILLIPS SPERAW
Nathan Lowrie
RYAN ARTHUR WEIGLE
CHRISTOPHER E WENGER
JOSEPH FRANCIS MCANDREW
ABRAM MICHAEL SHAFFNER
DAVID GLENN WEAVER
ERIC ANDREW FOX
Leah Marie Wilhelm
Elizabeth Abigail Durand
MEGAN JEAN WALL
JAMES EDWARD DAVIS
CHRISTINA MARIE HARRELL
JOHN ANDREW DIGIACOMO
ZACHARY LOWELL YOCUM
JENINE C WAMSHER
JONATHAN JUSTIN SAWICH
DAVID MICHAEL KOLTER
Daniel Finnegan
Alisher Z Aminov

Within 25 miles of Fredericksburg, PA, Best Investors lists 67 registered investment advisory firms with 220 offices nearby, managing about $8.23T in combined regulatory AUM across 1,583,915 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 Fredericksburg

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM