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Best financial advisors in Martins Creek, PA

Registered advisers within 25 miles of Martins Creek, PA.

Offices
325
Firms
119
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,748,558 clients when Item 5C has a number
Avg / client
$4.96M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
STONEX ADVISORS INC.
OSAIC WEALTH, INC.
BLUE WATER FINANCIAL INVESTOR COACHING, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
VISTA FINANCIAL SERVICES LLC
INTEGRITY ALLIANCE, LLC.
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Investors

Danika Joanne Rhinehart
Stephen Bajan II
ROBERT CHARLES SCHUBERT
DWAYNE LYN SNYDER
GARY G STOUDT
Andrew J Mill
ERIC MARK FEHR
DANIEL JOSEPH FLOOD
WILLIAM VAIL PHELPS
SCOTT CURTIS BUTLER
Christian Butler
Hugh Richard Zeffer
AMBER LEIGH CARRICK
ERIC THOMAS NIKLES
DEBRA JILL MOSSER
Joseph Connell
JASON MICHAEL LA VIGNE
Amy Kerstin Nichols
TRACIE ANN BURTON
Douglas Howard Schlegel
JON DAVID THOMAS
JACK F THOMAS
Carlos Orlando Ramirez
Lloyd Paul Jones
Kevin C Jones
Dana Flynn Vlasics
Tiffani Linn Tita
Mary Grace Cardow
MICHELLE LYNN HEIDE
THOMAS MICHAEL SMITH
MATTHEW ROBERT SHERIDAN
JONATHAN RICHARD BATH
GLENN RICHARD TOUSSAINT

Within 25 miles of Martins Creek, PA, Best Investors lists 119 registered investment advisory firms with 325 offices nearby, managing about $13.6T in combined regulatory AUM across 2,748,558 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 Martins Creek

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM