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Best financial advisors in Milford Square, PA

Registered advisers within 25 miles of Milford Square, PA.

Offices
800
Firms
269
Combined AUM
$15.5T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,808,722 clients when Item 5C has a number
Avg / client
$5.50M
Combined AUM ÷ clients

Nearby offices

Firms

B. RILEY WEALTH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
PROSPERA FINANCIAL SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
GIBBS WEALTH MANAGEMENT, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
OAKTREE ADVISORS LLC
EDWARD JONES
ARGYLE CAPITAL MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC

Investors

BRIAN JAMES SMITH
MICHAEL MAHER
KENNETH JOSEPH MCANDRESS
MATT J BALKE
KENNETH RICHARD GULA
Robert James Podraza
RANDY STEPHEN BOCHNIAK
DAVID DONALD BILGER
NICOLE POMPA
THERESA MARIE WEAVER
Mary Jo Anne Webb
WILLIAM BRUCE QUAGLIO
LEO SCOTT WEBB
Savannah Webb
THEODORE M MOYER
Alexander Vincent Di Cesare
ANDREW FILLER
GEORGE PAUL KURTZ
DANIEL EDWARD NEMETH
John Pelcheck
LOUIS JOSEPH HERSHMAN
PAUL EICHMAN
BENJAMIN EICHMAN
TRUDY ANN FEARON
MELVIN DALE NACE
Sarah Elizabeth Fontanez
Janna Mary Lutz
Joshua Storey
GREGORY JOHN FRENTZEN
Troy Feick
Victoria A Lilley
JOHN CHARLES ROESINGER
PETER KINSLEY MILLER
Dawn Elizabeth Marx
JOHN PETER BANKS
ROBERT W MEUSER
THOMAS JAMES BRADSHAW
BRIAN JOSEPH DUELFER
DEBORAH KLATZ ROUNICK
JOHN DOMINIC DONOFRIO
NERMIN FERHADBEGOVIC
Joseph Michael Ayers
Patrick Burke
DONALD L GRETTA
WILLIAM RAYMOND TRAVIS
DAWN TYRA TOBIN
MARIO EARL CARANNANTE
Thomas Patrick Fulfaro
Karen Elizabeth Schoeller
SCOTT EDWARD SYLVAINUS
JOSEPH WILLIAM LEARY
Jonathan Michael Mull
Patrick Looney
WALTER ROLAND
Christopher Varela
WALTER JOSEPH ROLAND
RYAN D OESTREICH
STEVEN MICHAEL SHERMETTA
GREGORY BERNARD FALKENBACH

Within 25 miles of Milford Square, PA, Best Investors lists 269 registered investment advisory firms with 800 offices nearby, managing about $15.5T in combined regulatory AUM across 2,808,722 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 Milford Square

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM