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Best financial advisors in Hidden Valley, PA

Registered advisers within 25 miles of Hidden Valley, PA.

Offices
90
Firms
36
Combined AUM
$9.93T
Firm-wide filings, not assets booked only here
Clients
1.15M
1,152,592 clients when Item 5C has a number
Avg / client
$8.62M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
LINCOLN INVESTMENT
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
OSAIC INSTITUTIONS, INC.
COVINGTON INVESTMENT ADVISORS, INC.
JANNEY MONTGOMERY SCOTT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

SCOTT JEFFREY FISHER
ANGELA MARIE HOWELLTENNANT
MATTHEW ROBERT STAHL
EMILY RAUPACH
JAMES ANDREW HOTCHKISS
CLAUDE WILLIAM RICE
Albert John Gaiardo
David Wayne Turkovich
DENNIS M HUNT
STEPHANIE LYNN CONDE
WILLIAM CHESTER STOY
MICHAEL BOYER
JOSHUA ANDREW BARRON
Tanner Buchanan Dick
BRYAN JEREMY BOZOVICH
JODEE LYNN HARRIS
CHRISTOPHER JAMES MCKISSICK
PATRICK R. WALLACE
CINDY JONES
Nick Michael Allen
Colten McCutcheon
Jacob Devlin
Thomas Joseph McAneny
MELANIE ANN BUCHAN
Samuel Noah Silverberg
James Bernard
ALEXANDER LAWRENCE LETIZIA
MICHAEL PATRICK REESE
MELINDA BEAUFORT VARGULISH
Christopher Anthony Shaffer
CHASE Franklin ALCORN
Cole Russell Fiore
JOHN LOUIS FIORE
James Jeffrey Dornan
Conor McKenzie
JOHN YEE
Ryan Michael Jones
BERNARD JOHN LYNCH

Within 25 miles of Hidden Valley, PA, Best Investors lists 36 registered investment advisory firms with 90 offices nearby, managing about $9.93T in combined regulatory AUM across 1,152,592 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 Hidden Valley

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM