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Best financial advisors in Freedom, PA

Registered advisers within 25 miles of Freedom, PA.

Offices
614
Firms
240
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,259,589 clients when Item 5C has a number
Avg / client
$5.55M
Combined AUM ÷ clients

Nearby offices

Firms

MCHENRY INVESTMENTS, LLC
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
WESBANCO SECURITIES, INC.
EQUITABLE ADVISORS, LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
THE HUNTINGTON INVESTMENT COMPANY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CATLIN FINANCIAL, LLC
IMPACT PARTNERSHIP WEALTH, LLC
KEY INVESTMENT SERVICES LLC
KESTRA ADVISORY SERVICES, LLC
HORACE MANN INVESTORS, INC.
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.
CITIZENS SECURITIES, INC.
CAPITAL A WEALTH MANAGEMENT

Investors

Collin Reilly McHenry
Ryan Krist
Brennon Paik
Tyler Blake
Daniel Thomas Manjooran
Kyle William Walchli
DAVID ALLEN FAHRENTHOLD
DOMINIQUE A JOHNSON
ALAN JON CORNELL
Robert Dummer
KEVIN MICHAEL MURRAY
RONALD JOSEPH BALOG
Owen Robert Rimel
Bernard Heigl
Scott Thomas Slattery
YURI JACOB DEMETRIS
ERIC GEARY
MARK BELSCHNER
Logan Eugene Lindsey
JOHN WESLEY HAYNES
Kelton Merrill Burgess
DAVID J HARRISON
ROBERT D DONNELLY
RANDY LYNN MITCHELL
Nathaniel J Sepe
Daniel Ian Sutherland
ROBERT MASON LEWIS
GENNARO ANTHONY MARSICO
MARK D O'LEARY
VICKIE LYNN BOBCHAK
STEPHEN A KIMMEL
RUSSELL WERME
TODD CHRISTOPHER TODORICH
Kathleen Mary Manickas
James Thomas Kartsonas
SAMUEL WILLIAM SPANOS
Michelle McCafferty Retzer
Darren Johns
Jason Anthony Nativio
DAVID ALBERT DOMENICK
Joel Nesbitt
Joshua Michael Medure
Mitchell Zane Sienkiewicz
PAUL JOHN KIEFER

Within 25 miles of Freedom, PA, Best Investors lists 240 registered investment advisory firms with 614 offices nearby, managing about $18.1T in combined regulatory AUM across 3,259,589 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 Freedom

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 MELLON INVESTMENTS CORPORATION $874B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM