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Best financial advisors in Kenhorst, PA

Registered advisers within 25 miles of Kenhorst, PA.

Offices
374
Firms
146
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,755,352 clients when Item 5C has a number
Avg / client
$4.40M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
VALMARK ADVISERS, INC.
DAKOTA WEALTH, LLC
ENCOMPASS MORE ASSET MANAGEMENT LLC
EQUITABLE ADVISORS, LLC
SANTANDER SECURITIES LLC
SCHUYLKILL FINANCIAL, LLC
LPL ENTERPRISE, LLC
BERKSHIRE FINANCIAL SERVICES LLC
MML INVESTORS SERVICES, LLC
SOVEREIGN FINANCIAL GROUP, INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
KESTRA ADVISORY SERVICES, LLC
ALLIANCE FINANCIAL
TRUIST ADVISORY SERVICES, INC.

Investors

JEFFREY ALAN KELLY
PATRICK ROBERT VELEKEI
Ian Jeffrey Imbody
Connor Paul Quesenberry
MICHAEL EDWARD GROSS
SUSAN EBBERT HALL
TERRY LEE MORRIS
DOMINIC RAYMOND DEFREECE
Kristin Jones
Christopher Reazor
CHRISTOPHER KENNETH MAKOSCH
STEVEN ROBERT MCNABB
JACK W LONG
EVERETTE SCOTT SCRIVNER
JEFFREY ARTHUR SMITH
PATRICIA JANE LUDGATE
JESSICA LYNN LEACH
Amie Rae Wanner
Wyatt Klopp
DARRYL SCOTT BENFIELD
CHRISTOPHER BLAUSER
KEVIN EARL HENLEY
Morgan Michael Wilson
ANDREA JEAN WILSON
SUSAN KAY GROSS
DAVID EATON RATHGEB
STEVEN ANTHONY MILLER
KEVIN MICHAEL FOX
ERIC MCFADDEN MISCHLER
Thomas Alan Drexler
JACQUELINE L POWELL
RAYMOND BUTTERWORTH
ERICA RAE HOWER
MELISSA JENNIFER SHADE
DAVID DUKE WELD

Within 25 miles of Kenhorst, PA, Best Investors lists 146 registered investment advisory firms with 374 offices nearby, managing about $12.1T in combined regulatory AUM across 2,755,352 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 Kenhorst

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM