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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

STIFEL, NICOLAUS & COMPANY, INCORPORATED
OSAIC WEALTH, INC.
SPC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WEALTH QUEST, LTD.
STATE FARM INVESTMENT MANAGEMENT CORP.
J. W. COLE ADVISORS, INC.
AMERITAS ADVISORY SERVICES, LLC
OSAIC INSTITUTIONS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

BRETT NEEDHAM HOLLAND
SONIA A GROSS
MICHAEL DAVID BATTISTELLI
KERRI ANN PRICE
BENJAMIN NATHANIEL RICKER
Cameron James Leonard
AARON JAMES BARR
BEVERLY ANN BARR
Craig Matthew Lowrie
DONALD ZWALLY HAVERSTICK
BRIAN SCOTT FISHER
VALERIE KRISTIN MCBRIDE
ROBERT KENNETH PARKS
KELLY JEANETTE PARKS
JAMES CARL SPRECHER
Malene Kirsten Frost
PHILLIP ROBERT PALANZO
Alexander William Tyson
JEFFREY SCOTT KRALL
THOMAS HENRY GARLIC
John Wesley Conrad Robinson
MICHAEL GARFIELD TOBASH
LETIZIA JOSEPHINE CENTINI
KERIN EDWARD FOLEY
Edward Michael Thomas
Gavin Harrison Flowers
THOMAS EVAN ZEWE
FREDERIC CASSIVI
John A Foltz
ROBERT J KLINGER
Vincent J Catalano
Brian C Kennedy
JEREMIAH MICHAEL SENSENIG

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