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Best financial advisors in Kent, PA

Registered advisers within 25 miles of Kent, PA.

Offices
131
Firms
51
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
1.39M
1,385,721 clients when Item 5C has a number
Avg / client
$7.69M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
TRUSTMONT ADVISORY GROUP, INC.
MUTUAL ADVISORS, LLC
LPL FINANCIAL LLC
MACDOUGALL FINANCIAL COUNSELING
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SPC

Investors

RYAN EDWARD ROBERTSON
Kelly Emma Perney
DONALD ALAN MCDADE
RONALD ROMEO
SCOTT ANDREW LAUER
DAVID JOHN ESTATICO
NELSON LEWIS PERSON
MARYJO RIDDLE
Curtis Colaianne
NANCY E. BENNETT
SARAH K CRISPIN-THOMAS
ANGELA CATHERINE WEBER MOFFAT
REBECCA L HAUGH
DANIEL R DUNLAP
ETHAN L GREEK
RONALD VICTOR PANICHELLE
DAVID WILLIAM SMITH
Jared Gerger
ANTHONY EDWARD SLEZAK
WILLIAM JASON URBANIK
JESSICA MARIE GEARY
CHRISTOPHER THOMAS PAKOS
Darren Patrick Smith
Tyler Christian Pakos
JUSTIN ROGER SIMMERS
ALLAN MACDOUGALL
Elizabeth Laughlin MacDougall
KURTIS JAMES SAVAGE
ROBERT ALLEN DICOLA
FRANK ANTHONY AMATO
EDWARD GASKEY
MATTHEW WILLIAM EISENHUTH
Douglas Walter Comin
Mauricio Sanchez Rodriguez
Tyler Josef Becker
Richard James Lubecki
LISA ANN KRALL
JOSEPH ANTHONY HORENCY

Within 25 miles of Kent, PA, Best Investors lists 51 registered investment advisory firms with 131 offices nearby, managing about $10.7T in combined regulatory AUM across 1,385,721 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 Kent

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 CAPTRUST 963 advisers $1.24T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM