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Best financial advisors in Lenhartsville, PA

Registered advisers within 25 miles of Lenhartsville, PA.

Offices
304
Firms
117
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,745,956 clients when Item 5C has a number
Avg / client
$5.09M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
SANTANDER SECURITIES LLC
ENGLEBERT FINANCIAL ADVISERS, LLC
MORGAN FINANCIAL INCORPORATED
PFS INVESTMENTS INC.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

GALE D WITHERS
Pamela Guers Palko
Melissa Valentine
RYAN THOMAS WUKITSCH
MICHAEL JAMES FISCHER
SHAWN ALAN LEH
Christopher Vorgity
JAMIE LYN ENGLEBERT
Andrew Gordon Gaines
CHRISTOPHER PAUL ENGLEBERT
Stephanie Eileen Miller
Daniel Kochsmeier
FRANKLIN FREDERICK MORGAN
Richard A Seidel
Robbie Suzanne Hicks
SALLY JAYNE KACAR
RONALD PAUL WEBER
STEVEN CLARK HIMMELREICH
PETER ISAAC
MARCUS PATTERSON
TRAVIS SHEARER
BRYN LEE LINDENMUTH
LINWOOD ALLEN GILES
PATRICK MICHAEL MULLANEY
JOHN PATRICK NOON
DANIEL SCHMIDT
DAVID WILLIAM QUATRONE
JEFFREY RINGER
SCOTT ARTHUR SMITH
BRETT JOSEPH WERKHEISER
DEBORAH HAMBURGER
JENNIFER ANN RIGGS
MICHAEL MOWAD
DAVID WAYNE RABENOLD
STEVEN GRAZIO
Joanne Marie Laessig
Tiffany Laura Volpe
THOMAS JOHN ERVOLINA
Timothy O'Connors
REKHA MUKESH TRIVEDI
ALIASGHER NURALI SOMJI
JONATHAN CONOVER
MICHAEL CHARLES MCNULTY

Within 25 miles of Lenhartsville, PA, Best Investors lists 117 registered investment advisory firms with 304 offices nearby, managing about $14.0T in combined regulatory AUM across 2,745,956 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 Lenhartsville

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