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Best financial advisors in Meshoppen, PA

Registered advisers within 25 miles of Meshoppen, PA.

Offices
52
Firms
25
Combined AUM
$4.11T
Firm-wide filings, not assets booked only here
Clients
1.74M
1,742,703 clients when Item 5C has a number
Avg / client
$2.36M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STONE HOUSE INVESTMENT MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
MUTUAL CAPITAL INVESTMENT ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC
OSAIC WEALTH, INC.
1ST FINANCIAL INVESTMENT, INC.
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Julie L Clementi
CHRISTINE MARIE SLUSARK
Michael Cravath
Barbara Reba Grimaud
Jennifer May Schultz
Todd Fisher Monahan
LARRY DAVID ALDERSON
ROBERT JEFFREY BROWN
RAYMOND SCOTT STONE
JOHN MICHAEL BURKE
BENJAMIN MILES ROBINSON
RYAN VASSIL
Kathryn Johnston
CHAD MARVIN TAAKE
Zachary Nicholas Polovitch
Aidan Robert Brown
KIRK ATWOOD LUNGER
Clay Eubanks
CHRISTOPHER L MANCI
THERESA LEIGH DETRICK
JOHN PAUL TOSI
JANICE LEA ANNE PERRY
VINCENT MICHAEL KUBILUS
WILLIAM RODGER LEWIS
Matthew Lewis
Michael James Myers
TIMOTHY ALAN CARPENTER
JILL KIRSTEN SINGER
STEVEN MATTHEW DERIANCHO
William John Mulligan
NOREEN ANN THOMAS
Jordan Joel Goldstein
Adam Edward GOLDSTEIN
Heath Gary Goldstein
PHILIP ALAN GOLDSTEIN
RICHARD MAYOR WEINTRAUB
ERIC DONALD MILLER
Charles J. Parry
THADDEUS JUDE KENNY
JENNIFER HARRIS WILLIAMSON
MARK JOSEPH LYNN
WILLIAM J COLON
Edward James Blanchard

Within 25 miles of Meshoppen, PA, Best Investors lists 25 registered investment advisory firms with 52 offices nearby, managing about $4.11T in combined regulatory AUM across 1,742,703 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 Meshoppen

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM