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Best financial advisors in Mt Home, PA

Registered advisers within 25 miles of Mt Home, PA.

Offices
53
Firms
26
Combined AUM
$5.78T
Firm-wide filings, not assets booked only here
Clients
989K
988,944 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
MML INVESTORS SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
JANNEY MONTGOMERY SCOTT LLC
INTEGRATED CAPITAL MANAGEMENT, INC.
EDWARD JONES

Investors

JOSEPH JAMES PROSCIA
STEVEN KEITH LYONS
SARAH ALEXANDRA KAYAL
CHERYL ANN LEWIS
George William Leppert
ROBERT GLENN SCHULTZ
JOSEPH MICHAEL ALU
Kathleen Jane Tatulli
Michael J. Papi
Zachary Kalinoski
BRYAN ADAM KUPCHIK
MICHAEL JOHN RICCI
CARMEN FERRANTI
MICHELE VICTORIA EDNOCK
TIMOTHY JOHN LAVELLE
MATTHEW ATIYEH
Armando Sallavanti
Anthony Pacheco Lima
KEVIN JOHN CANFIELD
JAMES JOHN OBOYLE
JOSEPH BERNARD MANLEY
John Nativo
Peter John Salvatori
Tyler Stephen Armillay
JOHN JOSEPH CARR
KIMBERLY ANN SANTARSIERO
CHRISTOPHER M ALBRIGHT
RYAN WILSON
Mark Santaniello
PETER MICHAEL BUTERA
DONALD LEE WALL
Alexander James Pucilowski
RICHARD KEARNEY
KEITH ROBERT KLEINMAN
TRACY A SMITHNOSKY
RYAN J LEHMAN
PETER MORRIS SEYLER
Brian Andrew Tugend
JOSEPH CLAYTON PERFILIO
MICHAEL ANTHONY PACIOTTI
Brian Goldsack
Kyle A McCloe
Timothy Michael Dalton
Thomas J Drongoski
RON BEDNARZ
William Donald Portanova
DANA M WARD

Within 25 miles of Mt Home, PA, Best Investors lists 26 registered investment advisory firms with 53 offices nearby, managing about $5.78T in combined regulatory AUM across 988,944 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 Mt Home

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM