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Best financial advisors in Laureldale, PA

Registered advisers within 25 miles of Laureldale, PA.

Offices
272
Firms
104
Combined AUM
$10.4T
Firm-wide filings, not assets booked only here
Clients
1.77M
1,774,934 clients when Item 5C has a number
Avg / client
$5.87M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SANTANDER SECURITIES LLC
PRIVATE ADVISOR GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
JANNEY MONTGOMERY SCOTT LLC
SOVEREIGN FINANCIAL GROUP, INC.
PRINCIPAL SECURITIES, INC.
ATLAS WEALTH PARTNERS LLC
MML INVESTORS SERVICES, LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.

Investors

LINDA HOBSON SCHWAB
ALLAN WAYNE CORNMAN
JEREMY DAVID HENN
Christopher Vorgity
FRANK PETER SABATUCCI
Joanne Marie Laessig
Sunshine Grace Newton
JONATHAN CONOVER
MICHAEL CHARLES MCNULTY
Michael Anthony Billera-Smith
Christopher John DiRenzo
BRENTON P HAUPT
KENNETH ALAN HAUPT
Brian Westcott Lee
John Louis Corello
PATRICIA JANE LUDGATE
JONATHAN DAVID MOYER
SEAN PATRICK MCCULLOUGH
MICHAEL JOSEPH JANVRIN
Kyle Hutchinson
GAIL C FORD
Ethan T Miller
KIRSTAN COLLEEN ULRICH
SYDNEY DIANNE SCHAEFFER
JUSTIN DANIEL SCHAEFFER
Michael Warren Listmeier
Kevin Patrick Sweeney
SHARON SUE WISLER
Jared Michael Sadowski
EDWARD VINCENT SWEENEY
EVERETTE SCOTT SCRIVNER
JEFFREY ARTHUR SMITH
JESSICA LYNN LEACH
DAVID ANTHONY DELEON
Alanna Mary Campbell
MARY THERESA CARR
JOHN RICHARD JOLLS
PHILIP C. BOYER
STACY E MENSCH
IAN JAMES MILLER
David Christopher LeBlanc
TODD ROBERT NEWMAN
W BRADFORD WHITE
SCOTT JERE DAVIS
ADAM DAVID LORD
MINNIE A MAURER
MARK CHRISTIAN CHAFFE
ANDREW C CHAMPAGNE
HARRY JEFFREY HERB
BRYANT JAMES FERRIS
ALISON MARIE BOWER
JENNIFER LYNN GUTHIER
THOMAS PATRICK WHITE
THOMAS GEORGE SCHRECK
MICHAEL WARD ANDERSON
JENNA P JOHNSEN
WILLIAM BRANDON BYRNE
KATHRYN MARTIN
BRIAN JOSEPH BUBNIS
KENT WILLIAM DAVIS
DONNAMARIE RICCIO
SCOTT GOLA
Martin Edward Braam
EVAN LOWELL HAND
JOSHUA DONALD WEAKNECHT

Within 25 miles of Laureldale, PA, Best Investors lists 104 registered investment advisory firms with 272 offices nearby, managing about $10.4T in combined regulatory AUM across 1,774,934 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 Laureldale

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