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Best financial advisors in Jamison, PA

Registered advisers within 25 miles of Jamison, PA.

Offices
1,753
Firms
683
Combined AUM
$22.2T
Firm-wide filings, not assets booked only here
Clients
3.48M
3,484,396 clients when Item 5C has a number
Avg / client
$6.37M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
MENTO VC MANAGEMENT, LLC
LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
LPL ENTERPRISE, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STRATEGIC ADVISERS LLC
GIRARD ADVISORY SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Jason Carr
Charles Blachford
MICHAEL DAVID BURGMAN
THOMAS PETER GALLINA
BRIAN ANTHONY DONOFRY
BRIAN ANTHONY DONOFRY
ANTHONY EDWARD GREENE
BRIAN ALEXANDER ARROW
ADAM JASON SOLOFF
Nikolai Gasiorowski
DIANE LYNNE BOEN
Matthew S. Cruz
David Robidoux
ERNEST ANTHONY DIMASCIA
Benjamin William Ricker
KELLAN JAMES WARD
MARC STEPHEN WAGNER
DAVID ROBERT WAGNER
Alan David Katz
Sean Lawrence Bordier
MAY LAI
Allison Noelle Pearce
JULIE ANN WALL
ANTHONY JOHN BRUNO
GERARD CHARLES LEMLY
ADAM GLADSTONE
ANDREW MICHAEL SOLTYS
RASHON HOLMES
GARRET M. QUALLET
RILEY DANIELLE FANTOZZI
JOHN HARWICK
JEFFERY BALISTRERI-BRENNER
CHRISTOPHER B. SMITH
KEVIN MCLANE
JOSEPH J MAXWELL
CORNELL FIELDS
CHRISTOPHER DANIEL CRONIN
ANDREW BYERS
LAUREN AUSTIN
SAMANTHA A BRACE
MAX JEFFREY CLAYCOMB
ANJALI KHATWANI
EMILY QUIGLEY
JOSEPH RICHARD BENNER
MARK DANTE MAGGIONCALDA
Jesse F Brookreson
MATTHEW TODD PRUITT
DOUGLAS STUART CLARK
MATTHEW J. FISHER
Keith Wagner
Geoffrey Alan Japchen
JOHN THOMAS MCCAFFERY
EMILY B FERNBERGER
DONNA JEAN DEMBECK
FREDERICK WARREN WAGNER
DOUGLAS P CLARK
EDWARD FERNBERGER
BETH ZUCKER
KATHLEEN LANSING
JOHN FREDRICK ORTOLF
DANIEL CASINO
TYLOR JASON FLEBBE
DENNIS COONEY
AMAR MAYUR MEHTA
STEPHEN KIDRON
KATHRYN ORTOLF
RYAN FORMAN

Within 25 miles of Jamison, PA, Best Investors lists 683 registered investment advisory firms with 1,753 offices nearby, managing about $22.2T in combined regulatory AUM across 3,484,396 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 Jamison

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM