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Best financial advisors in Lake Ariel, PA

Registered advisers within 25 miles of Lake Ariel, PA.

Offices
99
Firms
40
Combined AUM
$9.26T
Firm-wide filings, not assets booked only here
Clients
2.61M
2,613,313 clients when Item 5C has a number
Avg / client
$3.54M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
INTEGRATED CAPITAL MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
MML INVESTORS SERVICES, LLC
AE WEALTH MANAGEMENT, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CENTAURUS FINANCIAL, INC.

Investors

RYAN M NAMIOTKA
Robert James Tugend
CHERYL ANN LEWIS
RYAN J LEHMAN
PETER MORRIS SEYLER
Brian Andrew Tugend
JOSEPH CLAYTON PERFILIO
MICHAEL ANTHONY PACIOTTI
ERIC A. GASPER
MARK JOSEPH ZAKOSKI
SALVATORE B SCHIAVONE
Nicholas Aaron Weschler
DAVID JOSEPH PATCHCOSKI
Tyler Stephen Armillay
JUSTIN PATCHCOSKI
JUDE STAMBONE
BERNARD ALBERT FAGNANI
GINA PALMA BONACCI CAREY
Christopher Paul Scalese
ROBERT PAUL KUDRICH
Thomas G Regenski
JOHN WILLIAM LEWIS
JEFFREY MICHAEL RYAN
AMY ELIZABETH SPORER
ANTHONY J CAPRISTO
THOMAS JAMES FIORELLI
ROBERT FRANCIS CASELLI
Brian Thomas Weber
MATTHEW DWAYNE ANDERSON
LOUIS PATRICK MICKAVICZ
THOMAS F SPORER

Within 25 miles of Lake Ariel, PA, Best Investors lists 40 registered investment advisory firms with 99 offices nearby, managing about $9.26T in combined regulatory AUM across 2,613,313 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 Lake Ariel

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM