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Best financial advisors in Hickory, PA

Registered advisers within 25 miles of Hickory, PA.

Offices
494
Firms
194
Combined AUM
$17.0T
Firm-wide filings, not assets booked only here
Clients
2.85M
2,848,239 clients when Item 5C has a number
Avg / client
$5.97M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
PRINCIPAL SECURITIES, INC.
CWM, LLC
ROBERT W. BAIRD & CO. INCORPORATED
H FINANCIAL MANAGEMENT
SUMMIT ADVISORS, LLC
BRYAN ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MFG PRIVATE WEALTH
RAYMOND JAMES & ASSOCIATES, INC.
EQUITABLE ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
WYZE WEALTH ADVISORS, LLC
HUTCHISON WHITEHEAD WEALTH MANAGEMENT
GOLDMAN SACHS WEALTH SERVICES, L.P.

Investors

ROBERT C. BLOUGH
IVANA G LIBERATORE
ELIZABETH ANNE LEY
VICTOR D BELL
JANINE MARIE HAUCK
JOSEPH NICK GRUNWALD
JILL S FRYE
ALLISON Marie DEKLEWA
BENJAMIN L. MONTGOMERY
ROBERT ERIC KERBER
ALFRED DOMINIC VALLANO
NATHAN THOMAS KAUFFMAN
PATRICIA MARY JOHN
DANIEL C RICHMOND
CHRISTIAN SHANNON BARRY
TYLER O. VALLANO
JAMIE LYN ROACH
MICHAEL EDWARD HORAN
Sean William Lawrence
KAITLYN MARIE DIZON
ADAM William HUBERT
Benjamin Adam Morgret
Madison J Novak
Mary E Meiman
Paige E Myers
DERON MARK DONALSON
CRAIG ROBERT MCROBERTS
NANCY LYNN GUNTER
Richard Anthony Roberto
SUSAN JANE MARSHALL
JEFFREY ANDREW KARNS
DEBRA MARIE PARRISH
Jessica B Lee
KENT DAVID ALOIA
AMANDA Oswald Booth
GARRETT STEWART HOGE
CLAYTON ARTHUR EDGER
DAVID PAUL KOENIG
RICHARD KING RAINIER
BETTY HARRIS RAINIER
RICHARD GEORGE BRYAN
JACOB WILLIAM CUTHBERT
Jacob A Campbell
Scott Andrew Steiner
JAMES CLAIR MORROW
MARK RICHARD JUZWA
Christopher Sean Musuneggi
Ean Matthew Livingood
Mary Grace Musuneggi
Christine Emily Musuneggi
CASSANDRA MICHELLE FINLEY
ADAM REKASIE
FRANK ALFRED HOSMER
ANDREA MARIE TRICE-BIRD
COREY OLTYAN
Jeffrey Michael Russo
NATHANIEL PAUL CARULLI
BETHANY P. MITCHELTREE
TYLER R MCAFOOSE
SHAUN ROBERT SWEENEY
COLIN JAMES TOOEY
AMANDA DRAGAN
STEVEN CHRISTOPHER HICKS
MELISSA ANN PIKUL-CLEMENS
RICHARD PAUL BONDI
DREW M. BROWN
CHRISTINE LYNN SAITTA
BEAUX D DELATTRE
JACOB DOBICH
KYLE STEVEN BERO
LAURA P SCHOLZ
EUGENE MICHAEL PRUSZYNSKI
RONALD PAUL WYATT
RYAN ANDREW WYATT
NICHOLAS LEWANDOWSKI
JACK A. ROGERS
Mark Vincent Rollinson
JOHN MICHAEL WHITEHEAD
WILLIAM DENNIS HUTCHISON
ERIC NOLAN HUTCHISON
JOHN F WETTERAU
RYAN MICHAEL MULDERIG
SCOTT D. ROSENGREN
DANIEL EDWARD SUHOSKI
SYDNEY ALEXANDRA EROSHEVICH
JOSEPH DANIEL RADACK
LUCAS ROBERT CARTER
Trifol Headman
Patrick Peter Breidsprecher
Noah Christopher Eakin
MICHAEL FRANCIS LAGOY
BRIAN JOSEPH MCFARLAND
ELIZABETH ANN ZORN
HEATHER ANNE HOYT
BROCK PATRICK POMPEANI
STEPHEN JAMES HANAK
KIERA N DAVIS
Zachary Jason Bainbridge
Scott Daniel Ferris
William F Sarro
Maria I Ferragonio
STEPHEN ANDROS
Heather Gail Farris
ANDREW JAMES MITCHELL
CHARLES COLLINGWOOD FAWCETT
Jessica Rose Pehush
Zachary Michael Bargar
Yuqing Zhao
REMY THOMAS FIELDS
ALISON ELIZABETH MILLER
MENGQI CHEN
Noah Jonathan Grau

Within 25 miles of Hickory, PA, Best Investors lists 194 registered investment advisory firms with 494 offices nearby, managing about $17.0T in combined regulatory AUM across 2,848,239 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 Hickory

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 MELLON INVESTMENTS CORPORATION $874B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM