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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

JANNEY MONTGOMERY SCOTT LLC
OSAIC INSTITUTIONS, INC.
CONRAD SIEGEL INVESTMENT ADVISORS
PARK AVENUE SECURITIES LLC
LPL FINANCIAL LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BUFFALO VALLEY WEALTH PLUS
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PFS INVESTMENTS INC.

Investors

Michael Jason Miller
David Douglas Betz
JULIE ANNE BRAMLITT
SONG BO SHIM
Sofia Anna Kaldes
NICHOLAS PATRICK FRANKENSTEIN
CATHERINE LORETTA AZELES
TRACY SCOTT BURKE
MICHAEL RICHARD HOYLE
Melissa Louise Hoch
Richard Lavery
Justin Brubaker
JEFFREY SCOTT MYERS
TARA LEE MASHACK-BEHNEY
JONATHAN SCOTT GEHMAN
LAURA VIGNATI HESS
BRIAN NELSON GRAFF
SEAN MICHAEL DUFFY
Nathaniel David Lochstampfor
Samuel Gregory Epps
THOMAS JOSEPH TERHAAR
BROOKE S PETERSEN
CASSIE TINASHE KHOSHNEVISSAN
DAVID PRESTON LYTLE
Brianna Grace Yetter
SOLANA ESTELLA BERRIO
MARK DANIEL SKOLKA
Nathan Randolph Bailey
MATTHEW JON GUNTER
Scott Rucci
JACINDA RAE WEBBER
Drew Elliot Myers
JESSICA LEE AQUILER
Lauren Catherine Fuller
MATTHEW BOYD WARNTZ
JARED MATTHEW CONRAD
ANDREW PAUL HERBERT
KIERAN M MCMANUS
Jason Eyer
LICIA IRENE NAVAZIO
JAMES W RUSHWORTH
JACQUELINE ANN KIMMEL
Luis Rafael Montesinos
Michael David Miller
Lance David Miller
Pierce Gregory Edinger
Brendan David Mutchler
BETSY J GUFFEY
Vickie Geesaman
RAY ALLAN STARK
MICHAEL EVERARDO CAMACHO
TUCKER NICHOLAS
STEPHEN ALFRED MARRAZZO
ERIC D. GILROY
CLAUDIA LOUISE WHISTON

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