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Best financial advisors in Jacobus, PA

Registered advisers within 25 miles of Jacobus, PA.

Offices
264
Firms
96
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
2.31M
2,311,268 clients when Item 5C has a number
Avg / client
$4.99M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
INVESTMENT RESEARCH CORP
ALPHASTAR CAPITAL MANAGEMENT
LOMBARD ADVISERS INCORPORATED
LPL ENTERPRISE, LLC
INVARIANT INVESTMENT MANAGEMENT
THE FINANCIAL ADVISORY GROUP
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COLLECTIVE FAMILY OFFICE, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
JOHNSON & WHITE WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

Andrea M Morrison
DAVID JASON GARBER
JASON RAY WEBER
Katie Elizabeth Burton
RICK ADAM DANIELOWSKI
WHITNEY SUSANNE BOWERS-MILLER
MICHAEL VANZANDT SUMMERS
Justin Lee Pierce
PETER GRAHAM WILKINSON
STEPHEN HARLOWE PRINDLE
FRANK DOMINIC CORTO
LYNDSEY Marie MICHELSEN
David James Herbst
Wade G Williams
DOUGLAS EUGENE HOLTZAPPLE
JAMES THOMAS TOLLINGER
AARON PATRICK TRINH
Russell Leo Allen
Kara Lyn Reisser
CHARLES WILLIAM WISE
DAMIEN PATRICK LYNCH
MARY ELENA WINAND
Benjamin Michael Burkhart
BRAD DOUGLAS STEIN
KRISTIN NICOLE HERSHEY
BRIAN DAVID LUSTER
TREVOR NATHAN HOFFMAN
Trevor Dimitri Kasulen
DAVID SCOTT SIVEL
SCOTT AARON LINDERMANN
SHANE MICHAEL REBERT
ANDREW T LENDA
JENNIFER LEE ORMOND
MICHAEL A KALLOZ
KAREN LYNNE HELTZEL
Margaret Teresa Bridegum
MARY CATHERINE HELTZEL
CHRISTIE LOUISE SMITH
Sara Robyn Brackett
TIMOTHY PAUL WHITE
CHRISTOPHER LYNN JOHNSON
ROBERT WILLIAM ALLAN
Jacob William Little
Jordan Scott Abell
Melinda Jean Bodi
Colton Scott Kubicki
William Heird
Daniel Wayne Calloway
Justin Blake Smith
DANIEL EDWARD MCGARRY
JOSHUA PATRICK SMELTZER
JESSICA ANN MARIE HALL
BROCK RAYMOND HIVELY
CAMERON GOODLING
AARON NIELS GINGRICH
Andrew C Kahan
JEFF WINEKA

Within 25 miles of Jacobus, PA, Best Investors lists 96 registered investment advisory firms with 264 offices nearby, managing about $11.5T in combined regulatory AUM across 2,311,268 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 Jacobus

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