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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

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SMART FINANCIAL GROUP, LLC
ICAPITAL ADVISORS
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
STRATEGIC INVESTMENT FUND, INC.
POWER OF 32 SITE DEVELOPMENT FUND, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
CERITY PARTNERS LLC
TRUIST ADVISORY SERVICES, INC.
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC

Investors

CHRISTOPHER ANDREA MERLO
DJULIARTO NG
MICHAEL THOMAS DIESCHBOURG
ADAM DAVID GOETZ
TIMOTHY FITZGERALD CUMMINGS
Vincent Joseph Schohn
Allen Jerome Williams
Bradley Zaffram
JEFFREY CHARLES REIMER
SHERYL LEIGH KLUTCH
WILLIAM ANTHONY RAVOTTI
DAVID JAMES SMARRELLI
HEATHER A BONOMI
JOHN D TOSATTO
Carmella Marie Stamm
Christopher Richard Marziotto
Tyson Sears
Daniel Edward Foreman
ROMAN ANTHONY MATUSZ
TERRENCE BENJAMIN MCALLISTER
MATTHEW ROBERT FIORE
Seth Kuhns
Parker James Higham
THOMAS MARK WALSH
JACK EDWARD DRISCOLL
Daniel James Brady
Sheyna Lynn Regets
Robert Joseph Standish
Paul J Brahim
MARK CERASO
Michael Theodore Haley
Nicholas JAMES Zapatka
BRETT ALLAN FOWLER
NATALEE ANN ESPOSITO
Bradley Joseph Prosper
JOSEPH GUGLIOTTA SALPIETRO
BRET JONATHAN STUTZMAN
Christina Marie Salpietro
JOHN HERMAN CUMMINGS
MICHAEL BERNARD GIAMMATTEO
JOHN TYSON IFFT
EDWARD CHARLES IFFT
DEVIN MOWRY BLUEMLING
Christopher D. Burton
FRANK A DESHANTZ
CYNTHIA LOUISE FICKLEY
Britney Riana Hollick
TANNER Steven KOBAL

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