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Best financial advisors in Lehightn Bor0, PA

Registered advisers within 25 miles of Lehightn Bor0, PA.

Offices
273
Firms
103
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,679,594 clients when Item 5C has a number
Avg / client
$5.00M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
HORNOR, TOWNSEND & KENT, LLC
STONEX ADVISORS INC.
IAMS WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
INVESTORS' CHOICE ADVISORY SERVICES, LLC
ONEASCENT FINANCIAL SERVICES LLC

Investors

MARK JOSEPH OTERI
Brenda Edmonds
TIMOTHY WILLIAMS
Benn J Smith
Alex Gerald Haggerty
Daryl Tighe Brown
BRIAN PAUL KEICH
GARY ALLEN FREY
JOSEPH ALLEN FREY
MICHAEL ROBERT DAVIS
LINWOOD LAMAR GEHRIS
THOMAS CHARLES HOCK
LAURENCE DAVID LANCASTER
Matthew Thomas Edmonds
RUSSELL THOMAS STELLFOX
STEPHEN MATTHEW ZUBER
LISA ANN SHILKO
RONALD R ROEBUCK
PAUL BRIAN FOSTER
TONY AARON TESSITORE
Tiffany Laura Volpe
ANTHONY JOHN DAMIANO
LEO ALFRED FURLONG
ERIC SCOTT DORMAN
JOSEPH SCOTT HUDOCK

Within 25 miles of Lehightn Bor0, PA, Best Investors lists 103 registered investment advisory firms with 273 offices nearby, managing about $13.4T in combined regulatory AUM across 2,679,594 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 Lehightn Bor0

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM