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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

MML INVESTORS SERVICES, LLC
ENCOMPASS MORE ASSET MANAGEMENT LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
FINANCIAL PLANNING ADVISORS INC.
VAN REED WEALTH MANAGEMENT LLC
VALMARK ADVISERS, INC.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GOOD LIFE ADVISORS, LLC
HIGHTOWER ADVISORS, LLC
CREATIVEONE WEALTH, LLC
DAKOTA WEALTH, LLC

Investors

EVERETTE SCOTT SCRIVNER
JEFFREY ARTHUR SMITH
DOMINIC RAYMOND DEFREECE
GARY L SHUMATE
JASON KURRASS
JOHN RICHARD SCHROLL
STACY JEAN PFIZENMAYER
ANN C KAVANAUGH
BRYAN ANTON STEPHEN
PETER WARREN MILLER
GARY LEE NOECKER
BENJAMIN JOHN LAMANNA
KEVIN JOSEPH MILLER
JOSEPH RANDALL MILLER
ALEX JAMES PATTERSON
ELIZABETH MARY GALLEN MASTROMARINO
PATRICK ROBERT VELEKEI
Ian Jeffrey Imbody
Connor Paul Quesenberry
MICHAEL EDWARD GROSS
SUSAN EBBERT HALL
BENJAMIN NATHANIEL RICKER
Ramsey Rayan
Joseph William Plageman
JEFFREY ALAN KELLY
JESSE ALEXANDER THOMAS
MICHAEL ROBERT DAVIS
GALE D WITHERS
KEVIN MICHAEL CAVANNA
BRIAN DOUGLAS TRAINER
JAMES BERNARD POOLE
COURTNIE ELIZABETH GRAY
CHRISTOPHER N NEEDS
Woodrow Wilson McGill
CHRISTOPHER CARL WHITCOMBE
Pierce A Giancaterino
NOAH HARRIS BROOKS
William McCanney
ANDREW STEVEN HEIFER
TERRY LEE MORRIS

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