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Best financial advisors in Harmony, PA

Registered advisers within 25 miles of Harmony, PA.

Offices
333
Firms
128
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
2.10M
2,103,600 clients when Item 5C has a number
Avg / client
$6.06M
Combined AUM ÷ clients

Nearby offices

Firms

RODGERS BROTHERS, INC.
EQUITABLE ADVISORS, LLC
EDWARD JONES
WESBANCO SECURITIES, INC.
CENTAURI ADVISORY GROUP, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
FINANCIAL MANAGEMENT STRATEGIES, INC.
LINCOLN INVESTMENT
FOUNDATIONS INVESTMENT ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
C2 PRIVATE WEALTH
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

DENISE RYAN RODGERS
MARK CAREY RODGERS
MATTHEW BRENDAN RODGERS
CHRIS ROBERT RABENOLD
JULIA E POLACK
MARK RODGERS
GARY RODGERS
MICHAEL OLIVER KEEFER
Daniel Paul Chittock
Brian William Jodon
MELODY LEIGH BOROS
Conrad David Naugler
DAVID ROBERT MCGINLEY
TYLER DOUGLAS FALK
Garrett Michael Bishop
KEVIN EARL PHILLIS
ROBERT DOUGLAS FALK
Benjamin Richard Gialanella
JAMES VINCENT ROGAN
Eden Elizabeth Lantzman
GEORGE A BALOCIK
BRIAN PAUL QUARANTA
Luke Constantakis
MAGGIE LOUISE WENZELBURGER
Benjamin Richard Lewis
Tyler Douglas Bream
DAVID ALAN KIRKHAM
DANIEL ALEXANDER NELSON
JAMES ANTHONY NELSON
Arthur Hughes
CURT DAVID KNOTICK
Ethan James Lane
Adam wiliam Holl
NORMAN MILAN BALLARD
Damion Christopher Barrett
TIMOTHY JOHN REGES
Michael Bonelli
Nathaniel J Sepe
Daniel Ian Sutherland

Within 25 miles of Harmony, PA, Best Investors lists 128 registered investment advisory firms with 333 offices nearby, managing about $12.7T in combined regulatory AUM across 2,103,600 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 Harmony

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM