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Best financial advisors in Locke Mills, PA

Registered advisers within 25 miles of Locke Mills, PA.

Offices
72
Firms
39
Combined AUM
$9.19T
Firm-wide filings, not assets booked only here
Clients
1.71M
1,709,376 clients when Item 5C has a number
Avg / client
$5.38M
Combined AUM ÷ clients

Nearby offices

Firms

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
AE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
WORLD CAPITAL ADVISORS, LLC
MORGAN STANLEY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BEACON WEALTH CONSULTANTS, INC.
CETERA INVESTMENT ADVISERS LLC
PHELPS FINANCIAL ADVISORS
J. W. COLE ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
MARINER
MARINER WEALTH

Investors

JASON CHARLES FOYTACK
Carolyn Lee Sharp
Eric Nolan Tharp
ROBERT ELLIS MITCHELL
Nicholas Alexander Webb
DEBRA RAE MARTIN
JERROD MILES SMITH
Richard P Branco
Benjamin Ward Hulburt
CLAY STEWART MACTARNAGHAN
RONALD C LEYNES
JEROME EDWIN JOHNSON
Minyon Lee Heard
LISA SUE WEAVER
NANETTE L HALL
EDWARD EUGENE WASHELL
CHRISTOPHER BRIAN JONES
THOMAS MARTEL HALL
AMY STELLA DALTON
BRODIE MICHAEL DALTON
KATHRYN LOGUE SHOAF
Erica T Kainuma
PATRICIA O AGUER
KIRK GERARD AGUER
W R WALDEISEN
STEPHEN PATRICK DALTON
MARVA LOU KING
CRAIG ALLEN MOORE
Cameron Michael Smith
KELLY JO WIAN
THOMAS PAUL MULDOON
NICHOLAS HARRISON PHELPS
THEODORE JOHN OYLER
Stephanie Dorothy Bell
Alicia Marie Moore
NICHOLAS SAMUEL ACCORDINO
Tom M. Thomas
TINA MARIE YARNELL
THOMAS CHARLES KING
Colin Drew Wetzel
LAURA ANN KING
JANET GEOFFROY PALMATIER
JILL WAINE SUTT
REBECCA MARIE HANEY
ROBERT ROY THOMAS
BRET HARMON HOAG
RONALD BRUCE BEYER
STEFANIE LOUISE YEAGER
Alyssa Peterson
Andrea Motter
TIMOTHY ROBERT MARSHALL
TIMOTHY GEORGE BRUCKER
JAMES JOSEPH KARCHNER

Within 25 miles of Locke Mills, PA, Best Investors lists 39 registered investment advisory firms with 72 offices nearby, managing about $9.19T in combined regulatory AUM across 1,709,376 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 Locke Mills

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