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Best financial advisors in Indian Valley, PA

Registered advisers within 25 miles of Indian Valley, PA.

Offices
1,447
Firms
558
Combined AUM
$42.6T
Firm-wide filings, not assets booked only here
Clients
3.43M
3,433,984 clients when Item 5C has a number
Avg / client
$12.4M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
GIRARD ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
KEY INVESTMENT SERVICES LLC
TRUIST ADVISORY SERVICES, INC.
HORNOR, TOWNSEND & KENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLFULL
SUMMIT FINANCIAL, LLC

Investors

GEORGE LAWRENCE MCREYNOLDS
TIMOTHY VERNON SWARTLEY
SIDNEY JASON RUTH
Scott Brong
LUISA FERNANDA SORKNESS
Thomas Joseph Flynn
Jennifer Ashley
ROBERTA JEAN KESSLER
CURTIS MICHAEL JOHNSTON
Keegan Michael Billie
Michael T McGuire
THOMAS EDWIN HELLINGS
JAMES HARLAN HAROL JACOBSON
MICHAEL MATTHEW STEWART
L RANDALL FAULKNER
ANDREW PAUL MCDONOUGH
JORDAN LEIGH SOWHANGAR
KAREN ELIZABETH LATOURETTE
JOSEPH DANIEL SMITH
THOMAS WESLEY REMMEY
GARY E BROWN
WILLIAM FRANCIS VANSANT
PETER JOHN CONTE
KAREN ELIZABETH TEJKL
Andrew David Lein
Nicholas Francis Plawa
BRUCE KEVIN FREESTON
Joshua Todd Gummo
Kevin Charles Cuthill
BRENT ELIOT BERND
SHAUN PATRICK CONAHAN
ROBIN LOUISE CLAY
SAMUEL J FLAHERTY
MICHAEL EMANUEL ROPER
SHAWN R BURGER
LESLIE J. BENZAK
Sage Justin Bleakney
JOHN WALTER GALLAGHER
LYNN JEAN CRAIG
BRIAN H HINES
STEVEN ROGER SANSON
Avery Alan Sanson
Owen Edward Kelly
GARY CARL SANSON
JOHN ANTHONY MALENO
ANTHONY ROBERT SERGIO
ANTHONY R SERGIO
VITO MARTUTARTUS
Joshua Hartline
ROBERT BRUCE MUSSELMAN
JUSTIN MICHAEL MUSSELMAN
Craig Allen Mathews
ROSE ALYSSA BERNARDO
Victoria Noelle Williams
MATTHEW RYAN RITTENHOUSE
NICHOLAS ANTHONY BERNARDO
Matthew Haraburda
MICHELE LYN HEWITT
Brock Hewitt
Martha Suzanne Pope
LANCE JOSEPH ROSINA
ANTHONY BERNARDO JR
LISA RENAE LEATHERMAN
CHARLES KEVIN PORTER
Victoria Rosa Mercado
PETER JAMES ROLAND
PATRICIA ANN WEBB
Andrew Devon Stein
Andrew David Shapowal
CHRISTOPHER DEAN CHICHILITTI

Within 25 miles of Indian Valley, PA, Best Investors lists 558 registered investment advisory firms with 1,447 offices nearby, managing about $42.6T in combined regulatory AUM across 3,433,984 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 Indian Valley

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

1 VANGUARD GROUP INC $11.1T AUM 2 VANGUARD CAPITAL MANAGEMENT, LLC $8.44T AUM 3 VANGUARD PORTFOLIO MANAGEMENT, LLC $2.66T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM