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Best financial advisors in Liverpool, PA

Registered advisers within 25 miles of Liverpool, PA.

Offices
150
Firms
70
Combined AUM
$10.00T
Firm-wide filings, not assets booked only here
Clients
1.55M
1,548,318 clients when Item 5C has a number
Avg / client
$6.46M
Combined AUM ÷ clients

Nearby offices

Firms

DVB PRIVATE WEALTH
ECON WEALTH MANAGEMENT
EDWARD JONES
INTEGRATED WEALTH CONCEPTS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SEVENBRIDGE FINANCIAL GROUP, LLC
PROSPERA FINANCIAL SERVICES, INC.
EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
TAYLOR SECURITIES SERVICES, INC.
OSAIC WEALTH, INC.

Investors

STEVEN RICHARD ECONOMOPOULOS
Brian Nicholas Zellers
Jacob C Artz
Ryan Robert Troup
Michael Shott
Michael W Zelko
SHARON KATHLEEN WILLIAMS
DAVID WAYNE PLOUSE
JOHN WESLEY HOLLER
WALTER CARL WILHELM
TOBY JOSEPH KROUSE
Keely Layne Rodarmel
Evan Michael Shiley
RALPH JOHN FETROW
TIMOTHY CHARLES BOYD
MICHAEL DAVID ROSS
ROBERT T HASSLER
WILLIAM KEITH GAMMON
STEPHEN ALLEN ENGLE
Tyler Miller
WILLIAM ANDREW STEELE
JOHNSTON STAMFORD KELSO
CHARLES EDWARD SCHLEGEL
CHARLES EDWARD SCHLEGEL
SHAWN DAVID MULLARKEY
JANET M LOWE
MATTHEW ALAN TAYLOR
ADAM P KORHUT
SCOTT CLINTON WEAVER
BRIAN A HUMMEL
TARA LOUISE MCHUGH-HOLLISTER

Within 25 miles of Liverpool, PA, Best Investors lists 70 registered investment advisory firms with 150 offices nearby, managing about $10.00T in combined regulatory AUM across 1,548,318 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 Liverpool

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