Best Investors Account Sign in

Best financial advisors in Leola, PA

Registered advisers within 25 miles of Leola, PA.

Offices
363
Firms
138
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,744,002 clients when Item 5C has a number
Avg / client
$4.10M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
G&H INVESTMENTS
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERITAS ADVISORY SERVICES, LLC
GLOBAL STEWARD ADVISORS, LLC
EMERALD SEPARATE ACCOUNT MANAGEMENT LLC
EMERALD ADVISERS, LLC
EMSTONE ADVISERS, LLC
EMERALD INVESTMENT ADVISERS, LLC
EMERALD MUTUAL FUND ADVISERS TRUST
MASTER'S WEALTH MANAGEMENT INC.
EDWARD JONES
LPL FINANCIAL LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PARK AVENUE SECURITIES LLC
SAVANT WEALTH MANAGEMENT
COMMONWEALTH FINANCIAL NETWORK

Investors

MICHAEL D SMOKER
JOHN C CARLSON
ANDREW M SMOKER
Nicholas Justin Cummings
ERIK MILLER
DAVID MATTHEW WIENER
DONALD RICHARD GROSS, JR.
DANIEL JENNINGS
JEFFREY B HARTMAN
Benjamin Smith
Andrew Sherman Dover
KENNETH SCOTT RAY
Liza Heisey
TIMOTHY SCOTT TYSON
GARRISON REXON NORTH
MELISSA DAWN WISSLER
Colton Tyler Keller
Austin Jay Sauder
CHARLES DAVID KELLER
LYLE E HERSHEY
JONATHAN THOMPSON
Timothy Weagley
Matthew Philip McKinney
Judith Wolcott Frantz
ERIN MARIE HERSHEY
KYLE ROBERT KASCHAK
DAVID LESTER THOMAS
ROBERT BRADFORD REYNOLDS
Stosh E Beeler
MICHAEL J DIETER
MICHAEL JAMES VALUDES
KURT MATHEW SCHAFFER
JAY THEODORE BAUER
MICHAEL MELOCHECK
ILONA BRANDT-TOM
Carson Joseph Goff
ANGELA RENEE BERKOSKY
Michael Joseph Spangler
Jonathan Max Lipshutz
JENNIFER LYNN HILL
PAUL BRYANT ELFNER
Kilie Fae Smith
KENNETH LEE ESHLEMAN
Joseph Peter Marmorato
Timothy Michael Sokoloski
MARK ANTHONY RODA
Evan Robert Horn
Alicia O'Donel

Within 25 miles of Leola, PA, Best Investors lists 138 registered investment advisory firms with 363 offices nearby, managing about $11.3T in combined regulatory AUM across 2,744,002 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 Leola

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