Best Investors Account Sign in

Best financial advisors in Hallstead, PA

Registered advisers within 25 miles of Hallstead, PA.

Offices
64
Firms
28
Combined AUM
$8.27T
Firm-wide filings, not assets booked only here
Clients
1.17M
1,168,945 clients when Item 5C has a number
Avg / client
$7.08M
Combined AUM ÷ clients

Nearby offices

Firms

VICUS CAPITAL, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EQUITABLE ADVISORS, LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
MORGAN STANLEY
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
S.E.E.D. PLANNING GROUP, LLC
OSAIC WEALTH, INC.
THE ROBERT J. WILKES PLANNING FORUM

Investors

RICHARD W LEET
RAYMOND MICHAEL SARAVITZ
TIMOTHY ALAN CARPENTER
JOSEPH FRANCIS GARBARINO
STEPHEN SELTZER
Michael James Myers
WILLIAM RODGER LEWIS
Matthew Lewis
JOANNE ELIZABETH JOHNSON
NICHOLAS PETER MILLARD
RONALD DAVID WILLIAMSON
KEVIN OWEN EKSTROM
JEFFREY GLENN THATCHER
MARCENE L DEPEW
LEO GERALD O'CONNOR
Cameron George Fedish
Candace Sue Chapman
LEO GERALD O'CONNOR
JOHN FARRELL BORDAGES
MICHAEL R COSTANTINO
Austin Simon
LISA C PHILLIPS
TROY G SEBECK
Payton L Villecco
ERIC CREVELING
LORETTA M MACGARGLE
DONALD F EURILLO
DIANE MARIE LEARD
KATHLEEN ANN NEIL
JOHN RAYMOND MOSES
FREDERICK GENE COSTANTINO
D. MARK MACGARGLE
EDWARD PETER YETSKO
Brianna Leah Sternkopf
MARTIN DEYO LAWSON
ERIN CATHERINE BRADY
LISA ROSE ANDERSON
Joseph P Brady
Maria Wilhelm
Glenn C Gaydorus
J S FREEMAN
MATTHEW THOMAS WASSER
PATRICIA L PAPPAS-O'DAY
KAY ROZELLE MATHIAS
ROBERT W GARBADE
Alexis M George
James S Freeman
Joseph PETER Zuber
ANDREA BEDOSKY
WILLIAM EMMONS
MARY BETH DEPALMO GEORGE
ARMOND RICHARD GEORGE
DANIEL KAIN
Caitlyn Urgiles
ADEEB CHOWDHURY
KERSTIN MARIE DRISCOLL-WITT
TRAVIS ED MAUS
Tyler Sherven
Jamie Shelton
HANNAH EVA BURCHELL
Jacob Andrew Martin
Quinlan Thomas Ingraham
Nicholas Anthony Ippolito
BRADLEY SCOTT EATON
JEFFREY PAUL CHASE
JESSICA RUTH BLAKE
Alex James Ierardi
LOUIS RONALD PANIGROSSO
DEREK John RUSSELL
FREDERICK CHARLES RUSSELL
KEVIN JAMES DUKE
ROBERT JAMES WILKES
John David Karluk
KEVIN KLINGBEIL

Within 25 miles of Hallstead, PA, Best Investors lists 28 registered investment advisory firms with 64 offices nearby, managing about $8.27T in combined regulatory AUM across 1,168,945 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 Hallstead

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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