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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

UNITED CAPITAL FINANCIAL ADVISORS
GWYNEDD WEALTH PARTNERS, LLC
LPL FINANCIAL LLC
FOCUS PARTNERS WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PRIME CAPITAL FINANCIAL
LOMBARD ADVISERS INCORPORATED
OSAIC WEALTH, INC.
ROBERT W. BAIRD & CO. INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ACADIA INVESTMENT ADVISORS LLC
VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC
FINANCIAL COACH
JANNEY MONTGOMERY SCOTT LLC
PRINCIPAL SECURITIES, INC.
CLOVELLY WEALTH
QUARTZ PARTNERS INVESTMENT MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.

Investors

DAPHNE C HU
PATRICIA A ANGELOZZI
JEFFREY ERVIN BIERNAT
ANDREW PAUL TOMASKO
ALAN MARK SCHAPIRE
CARL STEPHEN NADWODNY
MARVA LEAN HARDNETT
JOAN N GREENSPON
THOMAS STEPHEN WALLS
JOHN MICHAEL SKLENCAR
RYAN CHRISTOPHER UNTHANK
KRISTIN ELIZABETH HILLSLEY
JORGE H DIAZ
NANCY JARRETT POPOVICH
Zachary T Bross
Elena K Leahy
JAMES WILLIAM MCGUIRE
PATRICK MICHAEL FOLEY
BRITTNEY MAY SCHLICKER
Jonathan Sklar
Eric Tornoe
JOSEPH ANTHONY PANCERELLA
TIMOTHY ALBERT RUDY
JEFFREY NMN MASTRONARDO
OWEN FRANCIS MULHERN
MICHAEL BRIAN TRAYNOR
MEGHAN THERESA TAIT
KEVIN JANIEC
BRENTON P HAUPT
KENNETH ALAN HAUPT
Brian Westcott Lee
John Louis Corello
JONATHAN DAVID MOYER
JAY CHEN
GEORGE DENNIS LEX
ARCHIBALD WILLIAM MCMICHAEL
Shona R Furman

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