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Best financial advisors in Milton Grove, PA

Registered advisers within 25 miles of Milton Grove, PA.

Offices
500
Firms
151
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.79M
2,786,731 clients when Item 5C has a number
Avg / client
$4.05M
Combined AUM ÷ clients

Nearby offices

Firms

STEWARDSHIP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LIFEGUIDE FINANCIAL ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
CARRIAGE HILL INVESTMENT ASSOCIATES LLC
WATCHTOWER WEALTH MANAGEMENT, INC.
LINCOLN INVESTMENT
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

WILBUR LEE SHERTZER
Jay Kevin Kready
JOHN CHARLES SIMKINS
LEANNE L FEE
MARK ALLEN BRINSER
Zachary Scott Drescher
Benjamin Andrew Writer
Logan David Kready
THOMAS EDWARD TALBOTT
Tyler John Parmer
Nathaniel Lawrence Miller
Patricia Bender
DAVID ISAAC LUTZ
Brian John Wayne
EDWARD RUSSELL FROME
Lisa Sharp McHenry
Matthew Nabih Jacob
MICHAEL ROBERT HANDSHEW
MICHAEL SEAN MORAN
JARED ALAN HIGH
Ted Joseph Williams
Abby Lynn Henry
CRAIG PAUL ROTHSTEIN
JEFFREY RICHARD GUINDON
EDWARD ALBERT THOMAS
REBEKKA MAE SWANIGAN
ANGIE RAE KLEIN
ALFRED JOSEPH COOKE
Solomon Michael Becker
KENNETH SHEDLESKI
STEFAN FOSTER STRIFFLER
ROBERT WILLIS BRUNER
Bradley E Epps
Kendra N. Wall
Bradley S Gibbs
Michelle A McGovern
David Blackwell
Melissa Eckroth
BRYAN S EVERHART

Within 25 miles of Milton Grove, PA, Best Investors lists 151 registered investment advisory firms with 500 offices nearby, managing about $11.3T in combined regulatory AUM across 2,786,731 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 Milton Grove

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM