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Best financial advisors in Manheim, PA

Registered advisers within 25 miles of Manheim, PA.

Offices
407
Firms
129
Combined AUM
$11.0T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,740,108 clients when Item 5C has a number
Avg / client
$4.01M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CARRIAGE HILL INVESTMENT ASSOCIATES LLC
GENEOS WEALTH MANAGEMENT, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PERSONAL WEALTH ADVISORY, LLC
PFS INVESTMENTS INC.
RAYMOND JAMES & ASSOCIATES, INC.
TRUIST ADVISORY SERVICES, INC.

Investors

MATTHEW CHARLES LANDIS
Joel Roberts
Rebecca Alane Boston
ANDREW JAMES STRAUSS
TAJAI F SMITH
DIANE LOUISE KRIDLER
Stephen Alexander Biers
Matthew Arnold
Michael A Affigne
Ryan Patrick Egan
DANIEL LEROY BURTON
JEFFREY RICHARD GUINDON
Sarah Popovich
Andrew D Woolley
LARRY EUGENE TREGO
STEVEN FREDERICK BELL
Grace Roland
CHRISTOPHER JOHN MILLER
ANDREW STEPHEN BARNINGER
RICHARD BRONDYKE
WILLIAM JAMES WATERS
Kenneth Arthur Phillips
MICHAEL ROBERT HANDSHEW
KIRSTIE A. PRIMUS
KEVIN M WORM

Within 25 miles of Manheim, PA, Best Investors lists 129 registered investment advisory firms with 407 offices nearby, managing about $11.0T in combined regulatory AUM across 2,740,108 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 Manheim

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