Best Investors Account Sign in

Best financial advisors in Lake Harmony, PA

Registered advisers within 25 miles of Lake Harmony, PA.

Offices
142
Firms
57
Combined AUM
$9.65T
Firm-wide filings, not assets booked only here
Clients
1.63M
1,628,615 clients when Item 5C has a number
Avg / client
$5.93M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
JANNEY MONTGOMERY SCOTT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
JACOBI CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
EAGLE STRATEGIES LLC
THURSTON SPRINGER ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
CITIZENS SECURITIES, INC.
EDWARD JONES

Investors

TONY AARON TESSITORE
Daryl Tighe Brown
BRIAN PAUL KEICH
Alex Gerald Haggerty
Sean Christopher Rooney
KEVIN N KENDALL
Alex Howe
SANDRA LEE HARPER
Francis Nockley
SUSAN AAGAARD WHITESELL
Steven E Jordan
Mandie Hendricks
TRACY A SMITHNOSKY
JASON JAMES WOOD
PETER MICHAEL BUTERA
LORI PIAZZA-TIMCHACK
WILLIAM LEWIS
MARISA MICHELLE LITWINSKY
KAREN D KRATZ
Eric Kumar
MARIANNE PATRICIA LYONS
BRYAN EUGENE BOYLE
MICHAEL JOSEPH HIRTHLER
Christopher James Nixon
Charles L Youngman
Stephen J Rosenthal
Stacey Alan Wyandt
MATHEW D SHAFFER
WILLIAM A STELLA
Dylan Moran
John Joseph Simon Gustin
RONALD DOUGLAS COLTRANE JR
MARK JOSEPH OTERI
Joseph Karcutskie
TRICIA A. ZELINKA
DANIEL GEORGE CHAUMP
ERIN Mae ORAVIC
Ryan J Hinkle
MARY MCEVOY-DOCKERAY
RICHARD JOSEPH HAZZOURI
CANDICE S TOHME
KAREN BARBARA NATISHAN
ROBERT BRUCE KING
PATRICK J LENAHAN
ROXANNE T FLANNERY
THOMAS JOHN KISH
CHRIS W PRATER
Brandy J ralston
PAUL J MURRAY
MARK WILLIAM KORLISHIN
CARLA CHRISTINE JAGODZINSKI
TERRY RICHARD DANISH
ROBERT HENRY JOHN
DAVID E WHETSELL
ROBERT CARL ORBIN
Brenda Edmonds

Within 25 miles of Lake Harmony, PA, Best Investors lists 57 registered investment advisory firms with 142 offices nearby, managing about $9.65T in combined regulatory AUM across 1,628,615 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 Harmony

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