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Best financial advisors in Merrittstown, PA

Registered advisers within 25 miles of Merrittstown, PA.

Offices
122
Firms
46
Combined AUM
$5.20T
Firm-wide filings, not assets booked only here
Clients
1.27M
1,274,654 clients when Item 5C has a number
Avg / client
$4.08M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
UNITED BROKERAGE SERVICES, INC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
JANNEY MONTGOMERY SCOTT LLC
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
AMERITAS ADVISORY SERVICES, LLC
BOATMAN WEALTH MANAGEMENT, LLC
MILINOVICH & CO., INC

Investors

James Alan Gwyer
Michael Kanalis
Daniel Lee Sickelsmith
TODD EDWARD LOYAL
TIFFANY R. GUITTAP
LAUREN ELIZABETH YOHMAN
Derek A Murray
MARK ANDREW KOVACS
MELODY ANN COLE
LAURA JEAN WILLIAMS
John F Coleman
JEFFREY DANIEL COSTELNOCK
LISA MICHELLE RITSKO
TIMOTHY R BROWN
CHRISTOPHER JOSEPH FILICKY
Michael Stephen Tetteris
Angela R Danko
Kristin Bernard
MELISSA JEANINE HERRON
GEREMY LEE HOOVER
NATHAN JAMES FERGUSON
Chad Michael Novotney
WILLIAM H HECKLICK
TIMOTHY JOSEPH SEPSI
EDWARD DANTE CAPUZZI
DANIEL ODONNELL
Cameron David Miller
RANDAL CHARLES FIELDS
JUSTIN ANTHONY REVAK
HEIDI GUM
LISA HEGYES
ANGELO EUGENE CILIA
GARY WILLIAM BOATMAN
CARLY J JENKINS
MICHAEL ANDREW MILINOVICH
Joshuah Allan Dains

Within 25 miles of Merrittstown, PA, Best Investors lists 46 registered investment advisory firms with 122 offices nearby, managing about $5.20T in combined regulatory AUM across 1,274,654 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 Merrittstown

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM