Best Investors Account Sign in

Best financial advisors in Gratz, PA

Registered advisers within 25 miles of Gratz, PA.

Offices
126
Firms
49
Combined AUM
$5.45T
Firm-wide filings, not assets booked only here
Clients
1.11M
1,109,323 clients when Item 5C has a number
Avg / client
$4.91M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STONEX ADVISORS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
EDWARD JONES
ECON WEALTH MANAGEMENT
DVB PRIVATE WEALTH
CETERA INVESTMENT ADVISERS LLC
AE WEALTH MANAGEMENT, LLC
LPL ENTERPRISE, LLC
KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC

Investors

BRIAN CHRISTOPHER SHEDLESKI
MICHAEL DAVID WOYTOWICH
JAMES KIRK WISLOSKI
SHARON KATHLEEN WILLIAMS
DAVID WAYNE PLOUSE
JOHN WESLEY HOLLER
CLAUDIA LOUISE WHISTON
Michael Shott
STEVEN RICHARD ECONOMOPOULOS
Brian Nicholas Zellers
Jacob C Artz
Ryan Robert Troup
DAVID JEFFERY MARTIN
Dylan Timothy Warfield
STEPHEN EDWARD MYERS
Austin Albright
EMILY DEE DAILEY
Matthew James Kloza
Nicole Valentina Kloza
JASON RYAN MILLER
DANIEL FAHRINGER
PATRICK JAMES ROSENELLA
ALFRED C VARANO
STEVEN LYNN SPONG
KEITH E. LONG
Drew Elliot Myers
Brad Lee Buch
CAROL ANN SEIDEL-MCNELLEY
JESSICA LEE AQUILER
Lauren Catherine Fuller
LICIA IRENE NAVAZIO
JAMES PATRICK WEAVER
BENJAMIN CLANCY BURNS

Within 25 miles of Gratz, PA, Best Investors lists 49 registered investment advisory firms with 126 offices nearby, managing about $5.45T in combined regulatory AUM across 1,109,323 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 Gratz

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM