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Best financial advisors in Mcewensville, PA

Registered advisers within 25 miles of Mcewensville, PA.

Offices
94
Firms
42
Combined AUM
$9.61T
Firm-wide filings, not assets booked only here
Clients
1.07M
1,071,632 clients when Item 5C has a number
Avg / client
$8.97M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
OMNIWEALTH INVESTMENTS LLC
OSAIC WEALTH, INC.
EDWARD JONES
EQUITY SERVICES, INC.
CREATIVE PLANNING
VISION WEALTH ADVISORS, LLC
GOOD LIFE ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

KAREN LEE BOTTORF
Jared Sidney Cromley
BRENDA KAY BLAKENEY
ANDRIA LEIGH LAMAY
WENDY MARIE WOLFE
JEFFREY JAMES CROSSLAND
MEGAN BROOK DUGAN
JOSHUA AARON KNAUSS
JOHN ANTHONY MOLINARO
Michael David Johnson
ERIC JOHN MCDOWELL
ASHTON SCOTT IMMEL
RUBIN PAUL NICHOLS
Daniel Myers
Marlena C Sinopoli
JUSTIN CHANDLER BUTTRICK
JOAN ELAINE LYONS
MICHAEL P BARRETT
Nathan Douglas Wagner
GREGORY JASON BELL
JOHN MICHAEL MACHAK
LAUREN H MCDONALD
Brad Lee Buch
JASON MATTHEW DUGAN
Derek Scott Snyder
CHASE GREGORY SNYDER
Andrew Robert Newcomb
Keely Swartwood
TIMOTHY NOVATNACK
Joseph Michael Novatnack
DEAN ROLAND SHOWERS
CHRISTINE MARIE SLEBODA

Within 25 miles of Mcewensville, PA, Best Investors lists 42 registered investment advisory firms with 94 offices nearby, managing about $9.61T in combined regulatory AUM across 1,071,632 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 Mcewensville

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM