Best Investors Account Sign in

Best financial advisors in Home, PA

Registered advisers within 25 miles of Home, PA.

Offices
32
Firms
16
Combined AUM
$4.72T
Firm-wide filings, not assets booked only here
Clients
690K
689,832 clients when Item 5C has a number
Avg / client
$6.84M
Combined AUM ÷ clients

Nearby offices

Firms

PRIVATE ADVISOR GROUP, LLC
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
SIGNAL ADVISORS WEALTH, LLC
STRATOS WEALTH PARTNERS, LTD
OSAIC INSTITUTIONS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
EDWARD JONES

Investors

MARK LUCHESA
DAVID CHADWICK FRICK
David Levi Frick
Devon Matthew Murphy
DAVID WILLIAM SMITH
SHANNON MARLENE SOTTILE
DOUGLAS MICHAEL STEVE
TYLER ORION RUBY
Shannon Jo Kimmel
Nolan Gregory Stokes
Levi Joshua Allison
KURTIS RAYMOND KUYAT
JOHN PAUL KINNEY
BRADLEY LEWIS PETERSON
MELINDA J DISQUE
LARRY ALBERT CATLOS
Scott G Weber
LUKE ANDERSON
Donna M Yvanek
Lee Ann Hart
Owen W Kegel
Nicholas J Westrick
Matthew Difilippo
Vincent Daniel Hanig
Garrett Britton
Shawn Michael Steffee
CHRISTOPHER MICHAEL ADAMS
Melissa Lynne HERMAN
FRANK CAMPBELL KINTER
STEVEN PAUL TUNINK
Philip M Vitalbo
NATHANAEL LEE ARTHURS
Geri L Defilippi
MARGARET R GRAY
MICHAEL ALAN MUMAU
ERIC E BRITTON

Within 25 miles of Home, PA, Best Investors lists 16 registered investment advisory firms with 32 offices nearby, managing about $4.72T in combined regulatory AUM across 689,832 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 Home

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM 7 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM