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Best financial advisors in Fstrvl Trvose, PA

Registered advisers within 25 miles of Fstrvl Trvose, PA.

Offices
1,738
Firms
674
Combined AUM
$21.0T
Firm-wide filings, not assets booked only here
Clients
3.48M
3,479,817 clients when Item 5C has a number
Avg / client
$6.04M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
MAIN STREET FINANCIAL SOLUTIONS, LLC
SILVER OAK SECURITIES, INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
PENNSYLVANIA CAPITAL MANAGEMENT INC.
CREATIVEONE SECURITIES, LLC
HCR WEALTH ADVISORS
LRI INVESTMENTS
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
CITY INVESTMENT ADVISORS, INC.
PFS INVESTMENTS INC.
CROSSGATE WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GLEN EAGLE ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

JEFFREY SCOTT GOTTESMAN
RONALD MARK CHAKLER
KENNETH CHRISTOPHER PAUL
William Dougherty
MORRIS FRANCIS LICCIARDELLO
MICHAEL ANTHONY BUKOWSKI
AMY LEIS
Sean Coyle
LINDA KENNEDY PYLES
MICHAEL SCOTT MINTER
Ernest Michael Csak
MATTHEW LEE CHUA
JAMES J BEVILLE
MATTHEW J LITTLE
NICOLAS G VALDES-FAULI
AYMAN EZZAT
Francis Timothy Lapowsky
Erik Paul Kalfus
Matt J Goren
BRETT ROBERT DANKO
THOMAS EDWARD DURKIN
JENNIFER L HUSHION
Branden RUSSELL Sacks
CLIFFORD G. WANG
MARC VICTOR ROSENBLUM
Samuel R Seidler
MICHAEL DOUGLAS HANAHAN
STEPHEN THOMAS PALMER
Christopher Mallon
DONNA M ZANETTI
IRVIN G SCHORSCH
KELLY CRISCI
Daniel Brian Smyth
FRANK MIGNONI
BENJAMIN HAUCH HALL
Mogammad Waeed Petersen
John Francis McDonald
KENNETH MICHAEL DAWSON
CHAD MICHAEL WHITE
Andrew Vincent Albano
TIMOTHY PATRICK MALARKEY
KEITH DOYLE EHINGER
GLEN ALAN CORAL
Kevin Anthony
RICHARD JAMES DEVLIN
JOSEPH THOMAS AMENDOLARA
Luis Carlos Rigo Salmeron
DHARAM RAJENDRAN GUNNIA
MIGUEL RICO FIEL
CHIOMA BENEDICTA UGORJI
Brandon Tyler Zahal
JOHN DAVID REA
Nickolaus Christopher von Dohlen
STACEY RHIANNON HEIKKILA
ROBERT EUGENE GORMAN
Charles Joseph Ingulli
NINA ELIZABETH INGULLI
Misty M Carroll-Devine
Karen Machin
TERENCE NORBERT KITA
CHARLES EDWARD NADDAFF
CHARLES Edward NADDAFF
JOHN MATTHEW MAZIARZ
Bennett Mark Zaba
MARK E CHINN
SCOTT G LEVY
RAUL ALBERTO CALLE
DAVID JOSEPH NOVICK
MICHAEL D EBERT

Within 25 miles of Fstrvl Trvose, PA, Best Investors lists 674 registered investment advisory firms with 1,738 offices nearby, managing about $21.0T in combined regulatory AUM across 3,479,817 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 Fstrvl Trvose

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM