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Best financial advisors in Lakewood, PA

Registered advisers within 25 miles of Lakewood, PA.

Offices
15
Firms
8
Combined AUM
$3.29T
Firm-wide filings, not assets booked only here
Clients
461K
461,392 clients when Item 5C has a number
Avg / client
$7.13M
Combined AUM ÷ clients

Nearby offices

Firms

VICUS CAPITAL, INC.
EDWARD JONES
CENTAURUS FINANCIAL, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

AARON MARK SODEN
Holly Methfessel Ginas
JONATHAN G SHEARD
Andrew Joseph Sheard
WILLIAM JAMES CARMODY
CYNTHIA ANN GALLOWAY
Gordon Rhoads
Joseph W Adams
THOMAS F SPORER
Kelly Marie Fischer
Michael Joseph Krupa
Benjamin Chase Burkhardt
MATTHEW DWAYNE ANDERSON
JILL KIRSTEN SINGER
GINA PALMA BONACCI CAREY
AMY ELIZABETH SPORER
ANTHONY J CAPRISTO
RONALD FAIR PAULL
RICHARD W LEET
RAYMOND MICHAEL SARAVITZ
CHERYL ANN LEWIS

Within 25 miles of Lakewood, PA, Best Investors lists 8 registered investment advisory firms with 15 offices nearby, managing about $3.29T in combined regulatory AUM across 461,392 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 Lakewood

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 CENTAURUS FINANCIAL, INC. 436 advisers $9.74B AUM 8 VICUS CAPITAL, INC. 316 clients · 81 advisers $2.99B AUM