Best financial advisors in Greencastle, PA

Registered advisers within 25 miles of Greencastle, PA.

Offices

94

Firms

40

Combined AUM

$7.47T

Firm-wide filings, not assets booked only here

Clients

1.74M

1,735,399 clients when Item 5C has a number

Avg / client

$4.30M

Combined AUM ÷ clients

Nearby offices

MADISON AVENUE SECURITIES, LLC

11414 WILLIAMSPORT PIKE
GREENCASTLE, PA 17225

EDWARD JONES

11368 WILLIAMSPORT PIKE STE #2
GREENCASTLE, PA 17225

MML INVESTORS SERVICES, LLC

37 Center Square
Greencastle, PA 17225

STATE FARM INVESTMENT MANAGEMENT CORP.

13 Center Sq
Greencastle, PA 17225

STATE FARM INVESTMENT MANAGEMENT CORP.

200 E Franklin St
Greencastle, PA 17225

EDWARD JONES

145 E Baltimore Street STE 1-A
GREENCASTLE, PA 17225

LPL FINANCIAL LLC

643 EAST BALTIMORE STREET
GREENCASTLE, PA 17225

STATE FARM INVESTMENT MANAGEMENT CORP.

18024 Maugans Ave
Hagerstown, MD 21740

WELLS FARGO CLEARING SERVICES, LLC

13200 FOUNTAIN HEAD PLZ, STE 102 FOUNTAINHEAD ONE
HAGERSTOWN, MD 21742

B. RILEY WEALTH ADVISORS, INC.

18706 Crestwood Drive
Hagerstown, MD 21742

STATE FARM INVESTMENT MANAGEMENT CORP.

26 S Main Street
Mercersburg, PA 17236

CETERA INVESTMENT ADVISERS LLC

12 S Main Street
Mercersburg, PA 17236

CWM, LLC

19833 Leitersburg Pike Suite 1
Hagerstown, MD 21742

CWM, LLC

19833 Leitersburg Pike, Suite 1
Hagerstown, MD 21742

CHARLES SCHWAB & CO., INC.

18045 Garland Groh Blvd.
Hagerstown, MD 21740-2064

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

12920 Conamar Dr Suite 202
Hagerstown, MD 21742

PNC WEALTH MANAGEMENT LLC

12916 CONAMAR DRIVE
HAGERSTOWN, MD 21742

EDWARD JONES

12814-f Shank Farm Way
Hagerstown, MD 21742

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1459 Potomac Ave
Hagerstown, MD 21742

EDWARD JONES

211 West 9th Street
WAYNESBORO, PA 17268-0000

Firms

MADISON AVENUE SECURITIES, LLC

MML INVESTORS SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

B. RILEY WEALTH ADVISORS, INC.

CETERA INVESTMENT ADVISERS LLC

CHARLES SCHWAB & CO., INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

PNC WEALTH MANAGEMENT LLC

Investors

JOHN MICHAEL HOSE

Christopher Smith

Jeremy Michael Jamison

FRANCIS XAVIER KENAWELL

STEVEN MARK SMELTZ

JILL LITTLE MUMAW

Donna Islay Nave-Perry

COLLEEN M RANDALL

BARBARA KAY WINTERS

DAVID MICHAEL ABELES

BONNY LYNN BROWN

STEPHANIE NICOLE KENNEDY

THOMAS JAMES TRIMBLE

ZANE EDWARD SCHREIBER

BRITTANY NICOLE MORTON

Grant PATRICK Keyser

KIMBERLY TAYLOR BLENCKSTONE

MICHAEL DAVID VORLOP

CAROL ANNE GILLESPIE

WILLIAM ROBERT ABELES

Christian Michael Taylor

CHRISTOPHER TODD DRAWBAUGH

Ray Harrison Frazer

BENJAMIN ESBENSHADE LEFEVER

Jacob Robert Oakman Barling

JARRED TODD KNOTT

Ashley E Sowers

THOMAS JAMES ROCCOGRANDI

Austin Blane Kelly

Karen Lee Schleuss

KAREN LYNN COYNE

LUKE JAMES BECKER

Lisa Marie Taylor

STEVEN D CHANNING

Jerred Arthur Brown

Robert John Correll

Within 25 miles of Greencastle, PA, Best Investors lists 40 registered investment advisory firms with 94 offices nearby, managing about $7.47T in combined regulatory AUM across 1,735,399 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 Greencastle

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM