Best Investors Account Sign in

Best financial advisors in Milford, PA

Registered advisers within 25 miles of Milford, PA.

Offices
55
Firms
25
Combined AUM
$6.54T
Firm-wide filings, not assets booked only here
Clients
971K
970,841 clients when Item 5C has a number
Avg / client
$6.73M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
CENTAURUS FINANCIAL, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
BIONDO INVESTMENT ADVISORS LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
COMMONWEALTH FINANCIAL NETWORK
ASCENT CAPITAL MANAGEMENT, INC.
OSAIC WEALTH, INC.

Investors

TIMOTHY MICHAEL SMITH
JOHN GERARD MCMULLEN
RICHARD EDWIN JOHN
PETER VINCENT SMITH
MATTHEW THORNE NEWMAN
GEORGE STEWARD SIRACUSE
W KENT EARLY
Keith W Camire
ALEXANDRA GENE TALLMAN-VIGILANTE
JENNIFER L JARVIS
CASEY HUNTER PISANO
ARIEL F KOSCO
Luke Allen Barbalich
Joseph William Daly
KARL AUGUSTUS WAGNER
JOSEPH PETER BIONDO
SCOTT ALAN GOGINSKY
NICOLE ANN DUTKUS
JOSEPH RALPH BIONDO
GENEVIEVE CATHERINE SULLIVAN-CORNELL
Timothy Michael Dalton
Thomas J Drongoski
JOHN RICHARD FISHER
GEORGE JOHN LEGAKIS
MICHAEL PECHERSKY
George William Leppert
Ulana Marie Emerson
JAMES KEITH DEMMER
SCOTT RICHARD ONOFRY
Joel Mermelstein
JOSEPH LOUIS KOPEC
Edwin Rafael Molina
PEGGY A. FARLEY
STEPHEN TYLER INGALLS
Thomas G Regenski

Within 25 miles of Milford, PA, Best Investors lists 25 registered investment advisory firms with 55 offices nearby, managing about $6.54T in combined regulatory AUM across 970,841 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

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM