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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

CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
DIGIORGIO CAPITAL MANAGEMENT, INC.
OSAIC WEALTH, INC.
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AE WEALTH MANAGEMENT, LLC
ROSSI FINANCIAL ASSOCIATES, INC.
TRUSTMONT ADVISORY GROUP, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Joyce Lynn Sullivan
DANIEL LAWRENCE MCELHINNY
KERRI LYNN LLEWELLYN
Alex J Battista
KEITH R FULTON
Brandon Charles Ledoux
Michael Clark
SHAWN HENRY KING
FRANK A DESHANTZ
Matthew Kloos
ANDREW SHEAR NEFT
ANTHONY J RANALLI
JOHN WALTER REKASIE
AMIE Hernandez
Shannon D Schlatterer
ERIC JOSEPH BROWN
STEPHEN R OCH
ERIC JOHN DOCHERTY
DAVID MICHAEL JOSEPH
JEREMY J KOENIG
Jennifer Sekscinski
JOHN PHILLIP NEHRIG
Michael Alan Wellmon
Alexander William Hall
JESSICA N LIPNISKAS
Ghada Osta
JOHN KENNEDY BUGGY
LAWRENCE M HAGAN
BRANDON JOSEPH FASENMYER
JOSHUA JOSEPH BELL
Heather Maria Barr
BRADLEY MICHAEL DOLHI
Charles Calogero LoCicero
Valentino Hernandez
Jacob Ryan Fuller
Geoffrey Skadra
Ethan Gengarella
KATY DEMARCO BIDDLE
PETER MICHAEL TUMBAS
Matthew Smallidge
Jarrod Frazier
JOSEPH DANIEL MALEGO
PATRICK J DUFFY
TALIN A DRABIK
NICOLE CATHERINE MOSES
Christopher Benjamin Conrad
BRETT WILSON
REGINALD HOLT
EVAN HORSLEY
Curtis Colaianne
Krysta Lynn Cornelison
Elgeva B Valentine
JEFFREY KEITH RUFFING
RICHARD J. SMITH
JEFFERY SCOTT BERTHNEY
Cameron Christian Clay
Daniel Lee Asti
Daniel James Dietrich
PAUL ALAN ROSSI
JOSEPH ANTHONY HORENCY
NANCY E. BENNETT
ROGER WILLIAM KNOUSE

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