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Best financial advisors in Milnesville, PA

Registered advisers within 25 miles of Milnesville, PA.

Offices
108
Firms
49
Combined AUM
$9.43T
Firm-wide filings, not assets booked only here
Clients
1.61M
1,609,955 clients when Item 5C has a number
Avg / client
$5.86M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
GFS FINANCIAL ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
MACRO ADVISORS, INC.
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WAGNER WEALTH MANAGEMENT, CORP.
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.

Investors

RONALD LOUIS AMENTLER
Matthew Manfredi
RICHARD ARTHUR HOUSEKNECHT
NICHOLAS ALEXANDER KUBISHIN
FRANKLIN ANTHONY ATOR
CHRISTOPHER STEPHEN KUBISHIN
DONALD ALEX GALADE
RANDY P RUTKOSKI
SAMUEL NALESNIK
RYAN JOSEPH MCANDREW
HERMAN ALFRED DODSON
Thomas Warren Seigendall
Marti Stanley Joines
JACE WHITAKER
ALAN EMERY WHITAKER
William Joseph Feudale
ROBERT HENRY JOHN
Justin Chase Warfel
KYLE SCOTT WAGNER
ALLEN SCOTT WAGNER
LEONARD MICHAEL MUDLOCK
MEGAN MARIE SMITH
ANTHONY JOHN DAMIANO
MICHAEL ROBERT DAVIS
Sean Christopher Rooney
Matthew Thomas Edmonds

Within 25 miles of Milnesville, PA, Best Investors lists 49 registered investment advisory firms with 108 offices nearby, managing about $9.43T in combined regulatory AUM across 1,609,955 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 Milnesville

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