Best Investors Account Sign in

Best financial advisors in Hannastown, PA

Registered advisers within 25 miles of Hannastown, PA.

Offices
265
Firms
92
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.84M
2,840,056 clients when Item 5C has a number
Avg / client
$4.13M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
CENTAURUS FINANCIAL, INC.
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
TRUSTMONT ADVISORY GROUP, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC INSTITUTIONS, INC.
KEY INVESTMENT SERVICES LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

DAVID GREGORY OBLOCK
DONALD ROBERT ANGEL
ROY WILBERT ANDERSON
EDWARD JOHN OPAT
RICHARD R KULBACKI
RONALD WILLIAM GEISLER
BRYAN CHRISTOPHER DAVIS
Luke William Jackson
Alexander Opat
JONATHAN BRIAN SULEY
ARMAND CHARLES SPERDUTO
JAMES JOSEPH MCCROREY
Barry John Testa
Roberta M Wagner
SHAWNA L Sklarsky
CHAD MCCONNELL
JOSEPH DANIEL MALEGO
Krysta Lynn Cornelison
Ryan Lee Hutchison
Francis J Aiello
MICHAEL ANTHONY PETROCELLI
RONALD JOHN BOLLER
ROGER WILLIAM KNOUSE
ROBERT J. MONTAG
ROBERT LEROY MYERS
MICHAEL WILLIAM DOWLING
JOSEPH PAUL PRICE
ROBYN LEWIS
William R Snyder
Chad Regis Friday
Glenn Gary Kolod

Within 25 miles of Hannastown, PA, Best Investors lists 92 registered investment advisory firms with 265 offices nearby, managing about $11.7T in combined regulatory AUM across 2,840,056 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 Hannastown

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM