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Best financial advisors in Millersburg, PA

Registered advisers within 25 miles of Millersburg, PA.

Offices
222
Firms
85
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
1.72M
1,722,814 clients when Item 5C has a number
Avg / client
$5.92M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERITAS ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRITY ALLIANCE, LLC.
PROSPERA FINANCIAL SERVICES, INC.
LPL ENTERPRISE, LLC
KESTRA ADVISORY SERVICES, LLC
AE WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
RETIREMENT COLLABORATIVE LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Chad Levan
Austin Joseph Cook
JOSEPH SALVATORE PANTOZZI
MICHAEL BRIGHT BYERLY
RONALD GREGORY SNYDER
CHRISTOPHER JAMES KENAWELL
PETER CARLIN STOCKETT
THAYER ROCKWELL POTTER
Matthew James Kloza
Nicole Valentina Kloza
JASON RYAN MILLER
DANIEL FAHRINGER
PATRICK JAMES ROSENELLA
ALFRED C VARANO
STEVEN LYNN SPONG
KEITH E. LONG
Dylan Timothy Warfield
STEPHEN EDWARD MYERS
Austin Albright
EMILY DEE DAILEY
DAVID JEFFERY MARTIN
DAVID ERIC EIA
STEPHEN GRAHAM HETRICK
Matthew Russell Krupp
Eric Mack Morrison
Andre Campbell
JAMES WILLIAM IGO
LONNIE ADAM FRIEDMAN
DAVID FRANCIS BEDARD
John Robert Searer
Gregory Thomas Soto
DANIEL JOSEPH BRIXIUS
William Dillon Fogarty
JOSEPH ANTHONY COOPER
Alan Josh McCulley
SCOTT ALLAN DERR
WILLIAM JEREMY BOEHM
ERIC DELONGE PETTIS
ELLIS EUGENE GROSSNICKLE
Megan Frye
Jesse Hodges
THOMAS DUANE RENKO
Christopher Mark Hoover

Within 25 miles of Millersburg, PA, Best Investors lists 85 registered investment advisory firms with 222 offices nearby, managing about $10.2T in combined regulatory AUM across 1,722,814 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 Millersburg

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM