Best Investors Account Sign in

Best financial advisors in Holland, PA

Registered advisers within 25 miles of Holland, PA.

Offices
1,767
Firms
679
Combined AUM
$21.0T
Firm-wide filings, not assets booked only here
Clients
3.48M
3,479,750 clients when Item 5C has a number
Avg / client
$6.04M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MML INVESTORS SERVICES, LLC
BLACKRIDGE ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
DSC FINANCIAL ADVISORS, LTD.
MCKENNA & SULLIVAN INC
EDWARD JONES
HORNOR, TOWNSEND & KENT, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERITAS ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
ISAKOV PLANNING GROUP INC.
SITMAN, FREED & CO. LLP

Investors

BARRY ROBERT SHEVLIN
MICHAEL THOMAS MCGINN
Brian Joseph Dobisch
CHARLES ERIK HALLORAN
Ray S Greenberg
JOSEPH FRANCIS SASKIEWICZ
WILLIAM JOSEPH SIFER
WILLIAM MCKENNA
Shawn McMahon
Lawrence Dalessandro
Jan Stoltz
SEAN EASTON
STANLEY MICHAEL ROBBINS
WILLIAM JAY NORBERG
Stephen Andrew Moyer
Scott McCrea
NICHOLAS PETER DEMAIO
Irina Nevedomskaia
ANTHONY JOSEPH PETTOLA
CLYDE JOSEPH MCKAY
LOUIS PETER DERITO
KEVIN CHRISTOPHER FLOOD
Eugene Kuntorovsky
JAMES SCOTT FREED

Within 25 miles of Holland, PA, Best Investors lists 679 registered investment advisory firms with 1,767 offices nearby, managing about $21.0T in combined regulatory AUM across 3,479,750 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 Holland

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM