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Best financial advisors in Morton, PA

Registered advisers within 25 miles of Morton, PA.

Offices
1,897
Firms
760
Combined AUM
$45.4T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,586,892 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
SANTANDER SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRINCIPAL SECURITIES, INC.
LPL FINANCIAL LLC
STEVEN G. BLUM AND ASSOCIATES, LLC
HORTER INVESTMENT MANAGEMENT, LLC
PARAGON CAPITAL ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
FLAGSHIP CAPITAL MANAGEMENT INC

Investors

Derek Jones
Andrew Huppman
Danielle N DeVard
JEFFREY NEAL PELESH
CHRISTOPHER JOSEPH MULLIGAN
STEVEN G. BLUM
MARY QUINN BONFINI
DANIEL THOMAS DOUGHERTY
JOHN FRANCIS ENDRES
JAMES FRANKLIN CATANESE
WILLIAM KENNETH LUNDSTROM
JAMES PATRICK FLANAGAN
SCOTT OWEN BOMBECK
Derek W Koffel
BRIAN TODD SANDERS
ROBERT MICHAEL ELWELL
Grant William Gaugler
KEVIN LOGAN
SUSAN MERYL POLLER-NEWMAN
Tim Barbacane
THOMAS J O'BRIEN
William Daniel Bradley
DAVID DOMINIC MARSICO
JEFFREY EDWARD MARSICO
DAVID EDWARD TATE
JEFFREY DAVID SIMPSON
DOMINIC EDWARD MARSICO
THOMAS ALLEN GOLDSMITH

Within 25 miles of Morton, PA, Best Investors lists 760 registered investment advisory firms with 1,897 offices nearby, managing about $45.4T in combined regulatory AUM across 3,586,892 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 Morton

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 VANGUARD GROUP INC $11.1T AUM 2 VANGUARD CAPITAL MANAGEMENT, LLC $8.44T AUM 3 VANGUARD PORTFOLIO MANAGEMENT, LLC $2.66T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM