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Best financial advisors in Montoursville, PA

Registered advisers within 25 miles of Montoursville, PA.

Offices
56
Firms
28
Combined AUM
$9.26T
Firm-wide filings, not assets booked only here
Clients
1.07M
1,066,881 clients when Item 5C has a number
Avg / client
$8.68M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
MERIT FINANCIAL ADVISORS
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
TRUSTMONT ADVISORY GROUP, INC.

Investors

JASON MATTHEW DUGAN
Derek Scott Snyder
CHASE GREGORY SNYDER
Andrew Robert Newcomb
Keely Swartwood
Tammy L Rupert
DEAN ROLAND SHOWERS
CHRISTINE MARIE SLEBODA
Sherri Lyn Huber
Steven D Bair
MICHAEL V MAURO
WILLIAM JOSEPH MAURO
Austin Tyler Kissinger
Zachery R Eddinger
Delaney Jane Jean
DARLA D WISE
JOSEPH JAMES FAUX
AUSTIN MILLAR
CHARLES H FRAZIER
Matthew Harry Cardillo
KORY R. DATRES
JACOB JOHN SEKEL
BRETT WESLEY GOOD
ROBERT PERLEY CROCKETT
MICHAEL P BARCLAY
SHELDON DUANE CASTLE
JASON RICHARD ENGEL
MICHAEL MARVIN SCHICK
TIMOTHY EDWARD BENNER
CURTIS GREGORY FAY
DANIEL NORMAN LEHMAN
GREGORY JASON BELL
JOHN MICHAEL MACHAK
LAUREN H MCDONALD
David Tanney
Megan Jo Fisher
Ryan Allen Miller

Within 25 miles of Montoursville, PA, Best Investors lists 28 registered investment advisory firms with 56 offices nearby, managing about $9.26T in combined regulatory AUM across 1,066,881 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 Montoursville

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