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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

HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PATHSTONE
MMA SECURITIES LLC
HAMILTON LANE
MATTHEW 25 MANAGEMENT CORP
FOURNORTH CAPITAL LLC
IRONVIEW CAPITAL MANAGEMENT, LLC
FAIRMOUNT FUNDS MANAGEMENT LLC
INTRINSIC ADVISORS, LLC
ROSEMONT INVESTMENT PARTNERS, LLC
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
KAGAN COCOZZA ASSET MANAGEMENT
LEGACY EDGE ADVISORS
BFC PLANNING, INC.
TACTICAL WEALTH PLANNING LLC

Investors

ROBERT GROSCH
JOSEPH OZAG
TRACY LYNN CHIPMAN
ERIC WILLIAM RHOADS
Jeffrey Zavila
Maria Victoria Colon
ZINA DEVASSAL LAUMAN
Robert Gerraputa
ANTHONY CONDE
Daniel I Forbes
AARON JAY SPAHR
DANIEL PETER PETROVICH
STEPHEN BARD SCHAACK
GIANNA MARIE KENNEDY
JEREMIAH JOSEPH KENNEDY
VICTORIA MARIE ROBINSON
Lawrence William Schierl
Mark Jones
AARON JOSEPH ARNOLD
JEFFREY ALLEN BORROWMAN
SCOTT BRADY STRAWSER
JAMES RAYMOND BISHOF
Stefen Blasingame
ERIC EDWIN KUESTER
Niki Lee Muller
STEVEN CARUSO
JOSEPH ANTHONY DELUCA
MICHAEL SIEBECKER
MICAH TIENSUNG WEI
THOMAS ROLAND SIMONS
MARY ELIZABETH CROMLEIGH
STEVEN L. MINNER
Jacob Matthew Rogers Kowalski
Ashley Christine McNeely
ROGER MATTHEW HERRERA
NICHOLAS MICHAEL LEIGHTON
Alex Ryan Maicks
Amicka Hall
STEPHEN JOSEPH RYAN
BARBARA ROSE DAVIS
LORI RENAE BOGATZ
JOSEPH W NICHOLSON
Allen Keller
Drew Harshaw
SUSANNE MARIE DENBY
Elizabeth Janine Kassen
KRISTOPHER OLSEN
KYLE BOWMAN WILDEMORE
ELIZABETH O'REILLY PATE
ROBERT JOSEPH BIGLEY
GEORGE GENE BRADLEY
DELANA RAQUEL ROMENESKO
Christopher King
MICHAEL LAWRENCE HARTNETT
LISA MARKGRAF
ANDREE HASTOY BLUSKE
SCOTT HENRY ABRAMSON
JOSEPH RONALD PADULA
Sally Acosta-Zarzuela
BRUCE JONATHAN KUNKLE
GARY LOUIS VOGEL
SHRINIVAS PENUGONDA
BRIAN ROBERT PEERS
ROBYN ZITZEWITZ ROSE
DEBORAH KLATZ ROUNICK
MICHELLE RENEE HAND
TIMOTHY RYAN HALL
MICHELE MONGILUTZ BURKHOLDER
MICHAEL C DEFILLIPO
JAMES PATRICK BERGMAIER
THOMAS M MINGER
KAREN ROSSI
BRIAN GEORGE KELNHOFER
BRETT WILLIAM GARRISON
ADAM TODD SHERMAN
DOUGLAS LEE HALL
MICHAEL PAUL GREGOR
THOMAS EDWARD LANDY
NANCY KEOSATHIT GUYNN
KEVIN MICHAEL KENNEDY
HEATH RYAN DAVIS
GUIDO ANDREAS GAEFFKE
JOANNA NINA CRANEY
LISA BETH DAVIS
AVERY JEFFREY STINE
Kyle Andrei Gaeffke
Blake Szymanski
JASON YARNALL
MARSHALL MAYER SHIGON
TODD ROBERT OCKOVIC
LARRY G SUN
JON EDWARD MAITZ
JEREMY JOSEPH PRIAR
RASHON MAURICE HOWARD
JOSEPH BONFANTI
SIMON FILIP
Elijah J Haber
ROBERT MICHAEL HALLIGAN
Xin Sherry Chen
KOBY DEGENHARDT
SAMUEL OWEN MCFALL
MICHAEL WYNTON CROOK
NORA LINDSEY WENTZLER
BRIAN ANDREW MAXWELL
JOSHUA STIRLING GROSS
DAVID JAMES LOGAN
GRETCHEN REGAN
RYAN M CAMPBELL
MICHAEL THOMAS LOCASALE
JENNIFER DAVIS PHAM
SEAN MICHAEL BANNON
PATRICK JOSEPH BURKE
RICHARD WALTER STEVENS
ROBERT M ASKLAR
JACLYN MARIE SHAUGHNESSY
JILL TILZER JOKELSON
MATTHEW GEORGE ROESSER
PAUL MICHAEL VETERI
H William Benjamin SAUTTER
BRADLEY JACOB ROSEN
BENJAMIN CONRAD ROBERTS
RAHUL KOTHARI
JAMES CHARLES MENDELSON
STEPHEN JOSEPH STULB
DANIEL PATRICK CALLAHAN
Bryan Austin Rementer
Matthew Scott Mendelson
James H Mooney
PETER ANTHONY DAMICO
LAURENCE MICHAEL KAGAN
MICHAEL TIMOTHY COCOZZA
CARLOS ALBERTO PRINCE
KRISTEN MORAN HALEY
NICHOLAS DAVID LAGER

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