Best Investors Account Sign in

Best financial advisors in Geisinger Med, PA

Registered advisers within 25 miles of Geisinger Med, PA.

Offices
62
Firms
32
Combined AUM
$4.54T
Firm-wide filings, not assets booked only here
Clients
629K
628,911 clients when Item 5C has a number
Avg / client
$7.23M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LINCOLN INVESTMENT
GOOD LIFE ADVISORS, LLC
AVISO WEALTH MANAGEMENT
LPL FINANCIAL LLC
INTEGRITY ALLIANCE, LLC.
PROSPERA FINANCIAL SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
HORNOR, TOWNSEND & KENT, LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BUFFALO VALLEY WEALTH PLUS

Investors

Daniel Myers
Marlena C Sinopoli
Jordan Isaiah Little
BRAD M WARHURST
JOAN ELAINE LYONS
MICHAEL P BARRETT
Nathan Douglas Wagner
Kayla Jo Welker
CRAIG RUSSELL LAWLER
Jared Sidney Cromley
Melissa A Dayhoff Bratton
PETER CARLIN STOCKETT
THAYER ROCKWELL POTTER
CHRISTOPHER JAMES KENAWELL
KIM ELIZABETH CHAPPELL-HAUPT
JAMES CLARK DUNN
GORDON CHARLES BITLER
ANDREA LYNN EMPIE
SEAN THOMAS BLACK
GREGORY JASON BELL
JOHN MICHAEL MACHAK
LAUREN H MCDONALD
MICHAEL EVERARDO CAMACHO
BETSY J GUFFEY
Brendan David Mutchler
John Wesley Conrad Robinson
MICHAEL GARFIELD TOBASH
Luis Rafael Montesinos
Michael David Miller
Lance David Miller
Pierce Gregory Edinger
CHRISTOPHER C KOKINDA

Within 25 miles of Geisinger Med, PA, Best Investors lists 32 registered investment advisory firms with 62 offices nearby, managing about $4.54T in combined regulatory AUM across 628,911 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 Geisinger Med

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM