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Best financial advisors in Huntersville, PA

Registered advisers within 25 miles of Huntersville, PA.

Offices
78
Firms
33
Combined AUM
$9.50T
Firm-wide filings, not assets booked only here
Clients
1.07M
1,069,247 clients when Item 5C has a number
Avg / client
$8.88M
Combined AUM ÷ clients

Nearby offices

Firms

KINTRA WEALTH, LLC
RAYMOND JAMES & ASSOCIATES, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC INSTITUTIONS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
JANNEY MONTGOMERY SCOTT LLC
MORGAN STANLEY
HUDOCK CAPITAL GROUP

Investors

ANDREW C HARRIS
MICKEY SHAWN BRYAN
MATTHEW GIAUQUE EDMONDS
Michael Fahrney Primiani
CARSON LEYDECKER
Ross Jarrett
KEITH LOUIS SPRAUER
JAMES JONATHAN DINSMORE
EDWARD VINCENT BARONE
JOSEPH FRANCIS BOYLE
MICHAEL PAUL KOLB
JOSHUA M MURRAY
RACHAEL YVONNE CLARK
TIMOTHY MINWOO JUN
Connor J Barbella-Roesler
Jesse James Cornell
Chad Kreda
Garrett Jordan Collins
Matthew Curtis Swales
TODD MICHAEL RISHEL
CATHERINE ELIZABETH FARLEY
ANDREW CRAIG TUPLER
WILLIAM SCOTT DINAN
Julie Anne Drainville
JENICA LYN ROFFINA
John Michael Courville
Michaela Marie Settlemeyer
CHRISTINE NOELLE ENGEL
Kyle T Snyder
Terri Ann Fought
JOSHUA SUNANDAY
CRAIG R FOUGHT
Brian Christopher Pick
Logan John Pick
BRADLY JAMES SUNANDAY
Michelle Renee Smith
SHELDON DUANE CASTLE
JASON RICHARD ENGEL
MICHAEL MARVIN SCHICK
TIMOTHY EDWARD BENNER
CURTIS GREGORY FAY
David Tanney
Megan Jo Fisher
Ryan Allen Miller
SAMUEL R LUSH
Michael James Hickey
Ryan L Eck
David Craig
Stephen Micheal Pavlov
RYAN THOMAS CIOFFI
Mitchell Tyler Hulyo
RICHARD D. MUTCHLER
DOUGLAS HEATH MCCULLOCH
ANTHONY LOUIS DISALVO
JOSE ANTONIO SERRA
ALLAN ROBERT ROBERTSON
Sydney Jane Robertson
Denise Michele Plankenhorn
JAMES OAKLEY MOFF
JARRETT ALLEN JONES
JAKE DANIEL WEBER
DEBRA JEAN MOFF
STEPHEN DERUE LOWE
Aaron Raemore
MICHAEL WILLIAM BUSH
JASON C PHILLIPS
Mitchel B Thomas
LISA Marie CENDOMA
TRACY JEAN COLE
Jesse Y Hayhurst
Robert Lario
Caleb N Harris
GEORGE EDWARD BIERMAN
DEBRA SUE SCHNEIDER
BRENDA LOU KRICK
Philip Sunderland
Allen W Kiessling
WILLIAM F DANIELS
BRANDY RAE PLOCINSKI
COURTNEY KASENCHAK
John Richard Confer
MATTHEW JOSEPH CRAMER
CHRISTINE MARIE MARRAZZO
Michael Lee Bennett
SHELBY JEAN MULBERGER
TRACY LYNN HUDSON
Nicholas D Reeder
RHETT HEALY MERCHANT
MARK A HUFFMAN
JOHN MICHAEL FISCHETTI
RODD JACKSON MELZER
Noah A Huffman
SHELLEY SUE WHITNACK
WAYNE LEY DIEFFENDERFER
MICHAEL JOSEPH HUDOCK
JOHN DAVID KOLB
AMANDA M PHILLIPS
JOSHUA CHARLES YODER
Amber Lynn Pennycoff
CHRISTINA JEAN CLINE
BARBARA BENNER HUDOCK

Within 25 miles of Huntersville, PA, Best Investors lists 33 registered investment advisory firms with 78 offices nearby, managing about $9.50T in combined regulatory AUM across 1,069,247 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 Huntersville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM