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Best financial advisors in Friedensburg, PA

Registered advisers within 25 miles of Friedensburg, PA.

Offices
138
Firms
61
Combined AUM
$9.71T
Firm-wide filings, not assets booked only here
Clients
1.28M
1,275,037 clients when Item 5C has a number
Avg / client
$7.62M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LOUNTZIS ASSET MANAGEMENT, LLC
SCHUYLKILL FINANCIAL, LLC
PARK AVENUE SECURITIES LLC
CITIZENS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
APELLA WEALTH
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO INVESTMENT INSTITUTE, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CONNORS INVESTOR SERVICES INC
FOCUS PARTNERS WEALTH, LLC
SAVANT WEALTH MANAGEMENT
PRIVATE ADVISOR GROUP, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SANTANDER SECURITIES LLC
WALSKY INVESTMENT MANAGEMENT INC

Investors

ANDREA LEIGH HETRICK
TIMOTHY WHITMOYER
APOSTOLOS PAUL JOHN LOUNTZIS
ZACHARY PAUL LOUNTZIS
JEFFREY A BINGHAM
JEFFREY MARK DETWILER
RICKY LEE SPEICHER
SAMUEL ALLEN MARRELLA
DANEEN MARIE WEAVER
PAUL LEONARD MARRELLA
MATTHEW MARRELLA
SAMUEL ALLEN MARRELLA
STANLEY EDWARD KIEC
LINDA LOUISE CAPELLUPO
JEFFREY CHRISTOPHER DRESELY
MATTHEW NEIN
CULLIN MCGRATH
THOMAS MICHAEL NEIN
BRETT CHRISTOPHER WARTLUFT
PRESTON J WALKER
DANIEL LEE WEIDENHAMMER
KENAN DAVID YAMANER
JANE M SHOLDER
JENNIFER L. BILODEAU
SEVERO ZUNIGA SALES
DAVID LEE BOYER
JARED LEE RUPPERT
BRUCE THOMAS GROSS
JOSEPH JAVIER SANCHEZ
TRAVIS DAVID FREDERICKS
Melissa Whalen
DAVID ANTHONY DELEON
Alanna Mary Campbell
HANNAH PHILLIPS SPERAW
RYAN F MCCALLUM
STEVEN EARL POTTIEGER
ROBERT W HAHN
PETER JAMES CONNORS
DEBORA M COVELL
STEVEN SILVERMAN
Benjamin Robert Connors
THOMAS RAYMOND PLATT
BRIAN GARY MCCOY
ROBERT JOHN CAGLIOLA
SCOTT ALLEN WORLEY
SEAN JOSEPH MCGINN
MICHAEL J HEISER
MATTHEW ROBERT SPEZIALETTI
ANDREW TAYLOR URBAN
BRAD MATTHEW BRISAN
THOMAS KEITH WILLIAMS
AMANDA LEIGH FAITH
MICHAEL JOSEPH DINAN
ALAN MATTHEW FERTEL
CLAUDIA CATHERINE WERT
ROBERT ALAN WERT
Christopher Vorgity
ELIZABETH ANN WARD
CRAIG DOUGLAS HAFER

Within 25 miles of Friedensburg, PA, Best Investors lists 61 registered investment advisory firms with 138 offices nearby, managing about $9.71T in combined regulatory AUM across 1,275,037 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 Friedensburg

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 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