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Best financial advisors in Grapeville, PA

Registered advisers within 25 miles of Grapeville, PA.

Offices
470
Firms
177
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
2.92M
2,924,620 clients when Item 5C has a number
Avg / client
$5.88M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITABLE ADVISORS, LLC
PRIVATE ADVISOR GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
PNC WEALTH MANAGEMENT LLC
KEY INVESTMENT SERVICES LLC
EDWARD JONES
CHAPEL HILL INVESTMENT ANALYSTS INC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
THOR FINANCIAL TECHNOLOGIES
MCDOWELL ASSOCIATES INVESTMENTS, LP
THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
ELLE INVESTMENT GROUP LLC
OSAIC INSTITUTIONS, INC.

Investors

John William Powell
Jared Wesley Kean
KEVIN THOMAS BROOM
STEPHEN DAVIS SMALL
Aaron Bunting
Joseph Charles Jansma
WILLIAM FRANCIS HOFFMAN
DOMINIC Lawrence ROSSO
KATIE R MOLANDER
CHRISTOPHER BRIAN ZIANCE
Craig L Yost
Staci Vitali
LOGAN CHRISTOPHER BYRD
PATRICK FORREST MCGROGAN
Thomas Norman Tornow
A TYLER ENTWISLE
TYLER Keith HANDLAN
CRYSTEL RENEE LEIDY
Chad Rosensteel
JOSEPH SCOTT CODRICK
Adam James Riggle
Ryan Marshall Codrick
Cameron Anthony Tobias
ERIC NORRIS HALEY
ROBERT M ROSKOSH
Michael Vincent Dubosky
MARYANNE W ECKELS
BRIAN S WINFIELD
CAMERON ROTH
Kenneth George Trimbath
BRADLEY R ROTH
Jeffery Stewart Ward
KELLY LYNN PERRY
Donna Marie Bailey
KIRK MATTHEW PERRY
ARNOLD MATHEW TOTTER
MARK JOSEPH VULCAN
SUZANNE JEAN KERLIN WARD
SHANNON MAI SPISAK

Within 25 miles of Grapeville, PA, Best Investors lists 177 registered investment advisory firms with 470 offices nearby, managing about $17.2T in combined regulatory AUM across 2,924,620 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 Grapeville

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 MELLON INVESTMENTS CORPORATION $874B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM