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Best financial advisors in Kelleysburg, PA

Registered advisers within 25 miles of Kelleysburg, PA.

Offices
42
Firms
21
Combined AUM
$8.73T
Firm-wide filings, not assets booked only here
Clients
1.04M
1,044,241 clients when Item 5C has a number
Avg / client
$8.36M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
TRUSTMONT ADVISORY GROUP, INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
KINTRA WEALTH, LLC
RAYMOND JAMES & ASSOCIATES, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
MERIT FINANCIAL ADVISORS
OSAIC INSTITUTIONS, INC.
HUDOCK CAPITAL GROUP

Investors

SHELDON DUANE CASTLE
JASON RICHARD ENGEL
MICHAEL MARVIN SCHICK
TIMOTHY EDWARD BENNER
CURTIS GREGORY FAY
ASHLEY A MILLER
Steven Robert Thomas Jones
BRETT WESLEY GOOD
JACOB JOHN SEKEL
DANIEL NORMAN LEHMAN
Matthew Harry Cardillo
KORY R. DATRES
David Tanney
Megan Jo Fisher
Ryan Allen Miller
ROBERT PERLEY CROCKETT
MICHAEL P BARCLAY
RYAN THOMAS CIOFFI
AUSTIN MILLAR
CHARLES H FRAZIER
Jonathan Saylor
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
Delaney Jane Jean
DARLA D WISE
JOSEPH JAMES FAUX
Zachery R Eddinger
Philip Sunderland
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
Austin Tyler Kissinger

Within 25 miles of Kelleysburg, PA, Best Investors lists 21 registered investment advisory firms with 42 offices nearby, managing about $8.73T in combined regulatory AUM across 1,044,241 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 Kelleysburg

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