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Best financial advisors in Gilbertsville, PA

Registered advisers within 25 miles of Gilbertsville, PA.

Offices
1,324
Firms
529
Combined AUM
$43.0T
Firm-wide filings, not assets booked only here
Clients
3.47M
3,469,801 clients when Item 5C has a number
Avg / client
$12.4M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
SANTANDER SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
WORLD INVESTMENT ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CLIMECO ENVIRONMENTAL CAPITAL MANAGEMENT LLC
OSAIC WEALTH, INC.
TRUIST ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
CENTAURUS FINANCIAL, INC.
FIRST FINANCIAL SECURITY, LLC
EXODUS WEALTH, LLC
KEY INVESTMENT SERVICES LLC

Investors

Bonnie Lynn Thompson
JOSEPH JOHN BORGESE
LINDSEY JO BORGESE
Waheed Abisoye Gbadamosi
Benjamin S Kline
DOUGLAS MICHAEL DOUGHERTY
BRIDGIT DIANE HOLLY
BARRY LEE WELLER
PAUL VALERIO
DEBORAH J HARRIS
GERALDINE EDITH WARDLE
GREGORY THOMAS POWERS
JOHN ANTON UNGERMAN
Bryan Wise
MATTHEW CAPPELLETTI
SCOTT ALAN RAKOWSKI
GEORGE CHRISTOPHER DALLAS
Joseph Michael LoStracco
Stephanie Marie Serafin
Aaron Von Alst
JAMES VINCENT MARI
Caroline Elizabeth Wasielevski
DEAN E FOX
Matthew Anthony Kitchie
LAWRENCE RICHARD FIORINI
WILLIAM JOHN MCCARTIN
THOMAS BELL RUTTER
Joseph John Braut
Lance Isaiah Roetling

Within 25 miles of Gilbertsville, PA, Best Investors lists 529 registered investment advisory firms with 1,324 offices nearby, managing about $43.0T in combined regulatory AUM across 3,469,801 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 Gilbertsville

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

1 VANGUARD GROUP INC $11.1T AUM 2 VANGUARD CAPITAL MANAGEMENT, LLC $8.44T AUM 3 VANGUARD PORTFOLIO MANAGEMENT, LLC $2.66T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM