Best financial advisors in Hepler, PA

Registered advisers within 25 miles of Hepler, PA.

Offices

59

Firms

30

Combined AUM

$3.75T

Firm-wide filings, not assets booked only here

Clients

518K

517,728 clients when Item 5C has a number

Avg / client

$7.25M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

115 Point Township Dr
Northumberland, PA 17857

17.3 miles away

AMERITAS ADVISORY SERVICES, LLC

364 Small Valley Rd
Halifaxx, PA 17032

17.4 miles away

LPL FINANCIAL LLC

252 SUNBURY ST.
MINERSVILLE, PA 17954

18.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1481 Montour Blvd
Danville, PA 17821

18.9 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

616 MILL STREET
DANVILLE, PA 17821

19.2 miles away

EDWARD JONES

1585 State Route 209
Millersburg, PA 17061

19.3 miles away

CETERA INVESTMENT ADVISERS LLC

758 BLOOM ROAD
DANVILLE, PA 17821

19.3 miles away

LPL FINANCIAL LLC

877 BLOOM RD
DANVILLE, PA 17821

19.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

974 Bloom Rd
Danville, PA 17821-0256

19.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

5 1st Ave
Schuykl Havn, PA 17972-8813

20.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1404 Laurel Blvd
Pottsville, PA 17901

20.9 miles away

LPL FINANCIAL LLC

1660 LONG RUN RD
SCHUYLKILL HAVEN, PA 17972

21.1 miles away

LPL ENTERPRISE, LLC

4 S. 2ND STREET #306
POTTSVILLE, PA 17901

21.7 miles away

OPPENHEIMER & CO. INC.

101 SOUTH CENTRE STREET
POTTSVILLE, PA 17901

21.7 miles away

EDWARD JONES

1029 NORTH RIVER ROAD
HALIFAX, PA 17032

21.7 miles away

LPL FINANCIAL LLC

3 S. SILLYMAN STREET
CRESSONA, PA 17929

22.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1040 Market Street
Bloomsburg, PA 17815

22.8 miles away

PRINCIPAL SECURITIES, INC.

1000 MARKET ST STE 33
BLOOMSBURG, PA 17815

22.9 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

417 W Main St
Bloomsburg, PA 17815

23.1 miles away

GWN SECURITIES INC.

106 EAST 5TH STREET FIRST FLOOR
BLOOMSBURG, PA 17815

23.2 miles away

Firms

AMERITAS ADVISORY SERVICES, LLC

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CETERA INVESTMENT ADVISERS LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL ENTERPRISE, LLC

OPPENHEIMER & CO. INC.

PRINCIPAL SECURITIES, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

GWN SECURITIES INC.

Investors

JOSEPH SALVATORE PANTOZZI

JAMES FRANCIS ATEN

CHAD THOMAS JACOBSON

TIMOTHY NOVATNACK

Joseph Michael Novatnack

JAMES DUNCAN KISHBAUGH

ERIC JAMES KISHBAUGH

JEFFREY HOWARD MCKINNON

Matthew Joseph Defalco

MICHAEL JOHN STRAMARA

ROBERT J KLINGER

JON TIMOTHY CRONRATH

JEREMIAH MICHAEL SENSENIG

HAROLD HINNERSCHIETZ

JAMES E MARCONIS

MICHAEL CHRISTOPHER DICKSTEIN

Austin Joseph Cook

MICHAEL GARFIELD TOBASH

Bryan Jay Snyder

JAMES ROBERT MCCANN

DAVID GARY SAUL

BETSY L. COSTANZA

Within 25 miles of Hepler, PA, Best Investors lists 30 registered investment advisory firms with 59 offices nearby, managing about $3.75T in combined regulatory AUM across 517,728 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 Hepler

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM