Best financial advisors in MDT, PA

Registered advisers within 25 miles of MDT, PA.

Offices

503

Firms

153

Combined AUM

$11.4T

Firm-wide filings, not assets booked only here

Clients

2.79M

2,787,745 clients when Item 5C has a number

Avg / client

$4.08M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

4400 DERRY ST
HARRISBURG, PA 17111

LPL FINANCIAL LLC

4200 DERRY ST.
HARRISBURG, PA 17111

LPL FINANCIAL LLC

381 W GOVERNOR RD.
HERSHEY, PA 17033

AMERIPRISE FINANCIAL SERVICES, LLC

160 Hershey Rd
Elizabethtown, PA 17022

EDWARD JONES

339 W GOVERNOR ROAD SUITE 203
Hershey, PA 17033

STATE FARM INVESTMENT MANAGEMENT CORP.

1076 Cocoa Ave
Hershey, PA 17033-1709

LPL FINANCIAL LLC

12 EAST HIGH ST
ELIZABETHTOWN, PA 17022

LPL FINANCIAL LLC

104 SOUTH MARKET STREET
ELIZABETHTOWN, PA 17022

EDWARD JONES

651 E PARK DR STE 103
HARRISBURG, PA 17111

PFS INVESTMENTS INC.

101 LINCOLN ST STE A
HARRISBURG, PA 17112

WATCHTOWER WEALTH MANAGEMENT, INC.

206 SOUTH MARKET STREET STE. 201
ELIZABETHTOWN, PA 17022

AMERIPRISE FINANCIAL SERVICES, LLC

326 W CHOCOLATE AVE
HERSHEY, PA 17033

AMERIPRISE FINANCIAL SERVICES, LLC

320 W Chocolate Ave Ste 100
Hershey, PA 17033

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

203 W Caracas Ave. Ste. 201
Hershey, PA 17033

LPL FINANCIAL LLC

187 HERSHEY RD
HUMMELSTOWN, PA 17036

BRYN MAWR TRUST ADVISORS, LLC

One East Chocolate Avenue Suite 200
Hershey, PA 17033

MERIT FINANCIAL ADVISORS

11 E. Chocolate Avenue Suite 201
Hershey, PA 17033

WELLS FARGO CLEARING SERVICES, LLC

1085 E PARK DR
HARRISBURG, PA 17111

STATE FARM INVESTMENT MANAGEMENT CORP.

827 S Spruce St
Elizabethtown, PA 17022-2757

LPL ENTERPRISE, LLC

300 BRIDGE ST. SUITE H
NEW CUMBERLAND, PA 17070

Firms

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

PFS INVESTMENTS INC.

WATCHTOWER WEALTH MANAGEMENT, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

BRYN MAWR TRUST ADVISORS, LLC

MERIT FINANCIAL ADVISORS

WELLS FARGO CLEARING SERVICES, LLC

LPL ENTERPRISE, LLC

Investors

Jeffrey Bryan Zavoda

TAMMY L PANAGOS

Bradley S Gibbs

Michelle A McGovern

David Blackwell

Melissa Eckroth

BRYAN S EVERHART

Charles Edward Barton

Douglas Russell

Heath Jordan Greene

Todd Michael Deiter

Solomon Michael Becker

KENNETH SHEDLESKI

REBEKKA MAE SWANIGAN

ANGIE RAE KLEIN

Rocco Cangialosi

GANGA KHATIWADA

EDWARD ALBERT THOMAS

CRAIG BRADFORD EASTWOOD

Paul Matthew Smith

Ryan Paul Smith

DAVID MICHAEL EDWARDS

KEVIN JOSEPH PARKER

MICHELLE MEDLEYCOTT JOYCE

GARY ROBERT BURGHDORF

Joseph William Parker

STEPHEN MARK STACKHOUSE

ANDREW G KEEFER

SCOTT ALLEN LUMBATIS

GREGORY KEITH RICHARDS

MARK DANIEL SKOLKA

PAUL JOSEPH CURCIO

CRAIG PAUL ROTHSTEIN

JAMIE ALAN DUNN

Within 25 miles of MDT, PA, Best Investors lists 153 registered investment advisory firms with 503 offices nearby, managing about $11.4T in combined regulatory AUM across 2,787,745 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 MDT

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