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Best financial advisors in Middletown Twp, PA

Registered advisers within 25 miles of Middletown Twp, PA.

Offices
1,466
Firms
569
Combined AUM
$20.5T
Firm-wide filings, not assets booked only here
Clients
3.31M
3,305,251 clients when Item 5C has a number
Avg / client
$6.19M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
SANTANDER SECURITIES LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
INTEGRITY ALLIANCE, LLC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EQUITABLE ADVISORS, LLC

Investors

DIMITRI KOUTSIAFTIS
Ameya A Naik
Samuel James Maxey
FRANK MIGNONI
ERNESTO MEDINA QUILES
MICHAEL FRANCIS BECKETT
DAVID RICHARD BROWN
MARK C SPINA
THOMAS ANTHONY BRENNAN
TOBIAS JOHN TILLEMANS
Nico Rawinder Singh Sethi
PHILIP JOHN FREDERICKS
KENNETH ADRIAN LESESNE
CHRISTOPHER DAVID FREY
Christopher Donald McDonald
DEAN BERNARD CHALELA
DANIEL MARK BENSTER
RONALD KENNETH SMITH
TIMOTHY PETER ROSSI
RICKY ANTHONY BOONE
ROBERT J CARIOLA
GREGORY IRA GARYN
Carline Diane Gondre
Chirag B. Shah
JOSEPH ANTONIO VEIGA
JOSEPH MICHAEL SULLIVAN
JAMES JOSEPH GIBSON
ANDREW A ARNO
SHAWN ALAN PURDY
WILLIAM BRIAN DUNKER
Martin Gerard Lutschaunig
MICHAEL JAY KAPOLKA
ZACHARY JAMES GIBSON
MICHAEL DICHRISTOFARO
Michael A Benscoter

Within 25 miles of Middletown Twp, PA, Best Investors lists 569 registered investment advisory firms with 1,466 offices nearby, managing about $20.5T in combined regulatory AUM across 3,305,251 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 Middletown Twp

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM