Best Investors Account Sign in

Best financial advisors in Lebanon, PA

Registered advisers within 25 miles of Lebanon, PA.

Offices
424
Firms
139
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,745,197 clients when Item 5C has a number
Avg / client
$4.13M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
FOUNDERS FINANCIAL SECURITIES LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
GT WEALTH LLC
SPC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.

Investors

Craig Matthew Lowrie
BRETT NEEDHAM HOLLAND
SONIA A GROSS
MICHAEL DAVID BATTISTELLI
KERRI ANN PRICE
Daniel Finnegan
Alisher Z Aminov
CHRISTINA MARIE HARRELL
JOHN ANDREW DIGIACOMO
ZACHARY LOWELL YOCUM
JENINE C WAMSHER
JONATHAN JUSTIN SAWICH
DAVID MICHAEL KOLTER
ABRAM MICHAEL SHAFFNER
DAVID GLENN WEAVER
ERIC ANDREW FOX
Leah Marie Wilhelm
Elizabeth Abigail Durand
MEGAN JEAN WALL
JAMES EDWARD DAVIS
JOSEPH FRANCIS MCANDREW
Nathan Lowrie
THOMAS EDWARD GERHART
JAY GLENN GREEN
KATHERINE ELIZABETH WENTLING
MARTIN DALE YOCUM
MICHAEL CONSTANTINE VALUDES
MATTHEW JOHN BARKET
THOMAS E POLTERSDORF
Cameron James Leonard
AARON JAMES BARR
BEVERLY ANN BARR
Cole Miller
Willie Russell Sawyers
HANNAH PHILLIPS SPERAW
Cheryl Lori Batdorf
ANGELA MICHELLE BARKET
JEFFREY DAVID KERCHER
BENJAMIN NATHANIEL RICKER

Within 25 miles of Lebanon, PA, Best Investors lists 139 registered investment advisory firms with 424 offices nearby, managing about $11.3T in combined regulatory AUM across 2,745,197 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 Lebanon

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM