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Best financial advisors in Linglestown, PA

Registered advisers within 25 miles of Linglestown, PA.

Offices
287
Firms
97
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
1.76M
1,758,278 clients when Item 5C has a number
Avg / client
$5.96M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
ECON WEALTH MANAGEMENT
DVB PRIVATE WEALTH
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
AE WEALTH MANAGEMENT, LLC
LPL ENTERPRISE, LLC
KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC

Investors

SHARON KATHLEEN WILLIAMS
DAVID WAYNE PLOUSE
JOHN WESLEY HOLLER
Michael Shott
STEVEN RICHARD ECONOMOPOULOS
Brian Nicholas Zellers
Jacob C Artz
Ryan Robert Troup
CLAUDIA LOUISE WHISTON
DAVID JEFFERY MARTIN
Drew Elliot Myers
Dylan Timothy Warfield
STEPHEN EDWARD MYERS
Austin Albright
EMILY DEE DAILEY
Matthew James Kloza
Nicole Valentina Kloza
JASON RYAN MILLER
DANIEL FAHRINGER
PATRICK JAMES ROSENELLA
JESSICA LEE AQUILER
Lauren Catherine Fuller
ALFRED C VARANO
STEVEN LYNN SPONG
KEITH E. LONG
LICIA IRENE NAVAZIO
TUCKER NICHOLAS
STEPHEN ALFRED MARRAZZO
CAROL ANN SEIDEL-MCNELLEY
RAY ALLAN STARK
ERIC D. GILROY
Peter D. Kelly

Within 25 miles of Linglestown, PA, Best Investors lists 97 registered investment advisory firms with 287 offices nearby, managing about $10.5T in combined regulatory AUM across 1,758,278 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 Linglestown

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