Best financial advisors in Milton, PA

Registered advisers within 25 miles of Milton, PA.

Offices

98

Firms

44

Combined AUM

$9.62T

Firm-wide filings, not assets booked only here

Clients

1.07M

1,071,684 clients when Item 5C has a number

Avg / client

$8.98M

Combined AUM ÷ clients

Nearby offices

PFS INVESTMENTS INC.

55 PATTON DR STE 4
MILTON, PA 17847

COMMONWEALTH FINANCIAL NETWORK

129 MARKET STREET
LEWISBURG, PA 17837

STATE FARM INVESTMENT MANAGEMENT CORP.

534 N Derr Dr
Lewisburg, PA 17837-1081

OSAIC WEALTH, INC.

130 BUFFALO ROAD SUITE 211
LEWISBURG, PA 17837

OMNIWEALTH INVESTMENTS LLC

519 N DERR DRIVE
LEWISBURG, PA 17837

EDWARD JONES

23 N DERR DRIVE SUITE 4
LEWISBURG, PA 17837

EQUITY SERVICES, INC.

23 N. DERR DRIVE SUITE 1
LEWISBURG, PA 17837

CREATIVE PLANNING

23 N Derr Dr. Suite 20
Lewisburg, PA 17837

STATE FARM INVESTMENT MANAGEMENT CORP.

132 Main St
Watsontown, PA 17777

EDWARD JONES

260 REITZ BLVD SUITE B
LEWISBURG, PA 17837

VISION WEALTH ADVISORS, LLC

57 REITZ BLVD SUITE 200
LEWISBURG, PA 17837

GOOD LIFE ADVISORS, LLC

776 Bull Run Crossing Suite 100
Lewisburg, PA 17837

EDWARD JONES

115 Point Township Dr
Northumberland, PA 17857

LPL FINANCIAL LLC

4880 SR 44
WATSONTOWN, PA 17730

JANNEY MONTGOMERY SCOTT LLC

309 NORTH 5TH STREET SUITE C
SUNBURY, PA 17801-2003

CETERA INVESTMENT ADVISERS LLC

40 N. FRONT ST
SUNBURY, PA 17801

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

426 Victor Lane Shamokin Dam, PA, USA, 17876
Shamokin Dam, PA 17876

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

426 Victor Lane
Shamokin Dam, PA 17876

CETERA INVESTMENT ADVISERS LLC

136 Market St
Sunbury, PA 17801

10.1 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

616 MILL STREET
DANVILLE, PA 17821

10.6 miles away

Firms

PFS INVESTMENTS INC.

COMMONWEALTH FINANCIAL NETWORK

STATE FARM INVESTMENT MANAGEMENT CORP.

OSAIC WEALTH, INC.

OMNIWEALTH INVESTMENTS LLC

EQUITY SERVICES, INC.

CREATIVE PLANNING

VISION WEALTH ADVISORS, LLC

GOOD LIFE ADVISORS, LLC

LPL FINANCIAL LLC

JANNEY MONTGOMERY SCOTT LLC

CETERA INVESTMENT ADVISERS LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

BRENDA KAY BLAKENEY

ANDRIA LEIGH LAMAY

WENDY MARIE WOLFE

JEFFREY JAMES CROSSLAND

MEGAN BROOK DUGAN

JOHN ANTHONY MOLINARO

JOSHUA AARON KNAUSS

Michael David Johnson

ERIC JOHN MCDOWELL

ASHTON SCOTT IMMEL

RUBIN PAUL NICHOLS

KAREN LEE BOTTORF

Marlena C Sinopoli

JUSTIN CHANDLER BUTTRICK

JOAN ELAINE LYONS

MICHAEL P BARRETT

Nathan Douglas Wagner

Jared Sidney Cromley

Michael Jason Miller

David Douglas Betz

CHARLES EDWARD SCHLEGEL

CHARLES EDWARD SCHLEGEL

TOBY JOSEPH KROUSE

Keely Layne Rodarmel

STEPHEN ALLEN ENGLE

TIMOTHY NOVATNACK

Joseph Michael Novatnack

Within 25 miles of Milton, PA, Best Investors lists 44 registered investment advisory firms with 98 offices nearby, managing about $9.62T in combined regulatory AUM across 1,071,684 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

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM