Best Investors Account Sign in

Best financial advisors in Herrick Center, PA

Registered advisers within 25 miles of Herrick Center, PA.

Offices
67
Firms
28
Combined AUM
$4.94T
Firm-wide filings, not assets booked only here
Clients
1.69M
1,687,060 clients when Item 5C has a number
Avg / client
$2.93M
Combined AUM ÷ clients

Nearby offices

Firms

FLYNN FINANCIAL, LLC
LPL FINANCIAL LLC
1ST FINANCIAL INVESTMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRATED CAPITAL MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
STONE SECURITIES INC.
LEIGH BALDWIN & CO., LLC
EDWARD JONES
STONE HOUSE INVESTMENT MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC

Investors

JON THOMAS FLYNN
RAYMOND MICHAEL SARAVITZ
Charles James Galat
TIMOTHY ALAN CARPENTER
THOMAS JAMES FIORELLI
ROBERT FRANCIS CASELLI
Brian Thomas Weber
RYAN J LEHMAN
PETER MORRIS SEYLER
Brian Andrew Tugend
JOSEPH CLAYTON PERFILIO
MICHAEL ANTHONY PACIOTTI
LOUIS PATRICK MICKAVICZ
VERONICA ANN DENDE
RICHARD JAMES CONDEELIS
GLENN FRANKLIN FERRELL
CHERYL LISA CHIN
CLARE BARUFFALDI KULL
STEPHEN DARRELL MOORE
NICHOLAS JOHN COLAROSSI
RYAN M NAMIOTKA
Michael James Myers
NOREEN ANN THOMAS
WILLIAM RODGER LEWIS
Matthew Lewis
Jordan Joel Goldstein
Adam Edward GOLDSTEIN
Heath Gary Goldstein
PHILIP ALAN GOLDSTEIN
RICHARD MAYOR WEINTRAUB
KURTIS ROYCE MEDEIROS
THADDEUS JUDE KENNY
JENNIFER HARRIS WILLIAMSON
ERIC DONALD MILLER
Charles J. Parry

Within 25 miles of Herrick Center, PA, Best Investors lists 28 registered investment advisory firms with 67 offices nearby, managing about $4.94T in combined regulatory AUM across 1,687,060 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 Herrick Center

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM