Best Investors Account Sign in

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

MML INVESTORS SERVICES, LLC
BROOKSTONE WEALTH ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STONEBRIDGE FINANCIAL GROUP, LLC
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
INTEGRATED WEALTH SOLUTIONS, LLC
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLINGTON ADAMS INVESTMENT ADVISORY, LLC
AE WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

EMANUEL MARK STRATEGOS
Eric R Faidley
PAUL DAVID HEFFELFINGER
BRIAN CHRISTOPHER LAUER
ANGELA LYNN DIETZ
PATRICK RYAN BARRY
JACOB BARRETT FREY
Nathan Randolph Bailey
Sarah Lauren White
CHRISTOPHER MICHAEL LEHR
Eugene Lawrence Klesser
STEVEN GREGORY BLOUSE
ANDREW JOSEPH BLACKSTONE
TODD LAVERE MILLER
VIVIAN LOUISE DEHOFF
ROBERT FRANCIS KUCHERICH
Jeffrey Alan Gay
KATHY DENISE DEMPSEY
JAMES WILLIAM SEILER
BENJAMIN PAUL SHEPPARD
PAMELA GETNER
BRIAN CRIST
GAYLE SUZANNE DELONG
BENJAMIN PANG
DOUGLAS WILLIAM KOSTER
JOSHUA ALLEN SHAPPELL
NATHAN KELLER
Josiah Thomas Williams
CHARLES SWOPE
ELENA A KUZNETSOVA
Jack Edward Armstrong
JASON PATRICK THORNE
Ryan Alan Sprenkle
David Alan Sprenkle
Joseph Francis Mahoney
Danielle Hope Flickinger
Kyle Timothy O'Donnell
Christopher David Albright
Jacob C Kent
RICHARD WILKINSON
Michael E Hoyt
MICHELLE WILKINSON
JAMES MORGAN SHAFFER
JAMIE KOHR CASH
WARREN GEARY METZGER
JESSICA MARIE SHIFLET
RYAN R. NEMSHICK
Michael Philip Stein
JAMES ROBERT LYTER
Jacob Ilgenfritz
ANTHONY JAMES BAVLISH

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