Best financial advisors in Nashville, PA

Registered advisers within 25 miles of Nashville, PA.

Offices

190

Firms

65

Combined AUM

$9.84T

Firm-wide filings, not assets booked only here

Clients

1.04M

1,040,447 clients when Item 5C has a number

Avg / client

$9.46M

Combined AUM ÷ clients

Nearby offices

WELLS FARGO CLEARING SERVICES, LLC

1461 LOUCKS RD
YORK, PA 17408

10.6 miles away

MORGAN STANLEY

221 West Philadelphia Street Suite 301
York, PA 17401

10.6 miles away

WELLS FARGO CLEARING SERVICES, LLC

221 W PHILADELPHIA ST STE 112E
YORK, PA 17401

10.6 miles away

SAVANT WEALTH MANAGEMENT

221 W Philadelphia St Suite 303
York, PA 17401

10.6 miles away

STONEBRIDGE FINANCIAL GROUP, LLC

221 W Philadelphia St Suite 201
York, PA 17401

10.6 miles away

SAVANT WEALTH MANAGEMENT

221 W Philadelphia St Suite 205
York, PA 17401

10.6 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

96 S GEORGE ST
YORK, PA 17401

10.9 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

30 SOUTH GEORGE STREET
YORK, PA 17401

10.9 miles away

MACRO ADVISORS, INC.

526 GREENBRIAR ROAD
YORK, PA 17404

COLLECTIVE FAMILY OFFICE, LLC

235 ST. CHARLES WAY SUITE 200
YORK, PA 17402

STIFEL, NICOLAUS & COMPANY, INCORPORATED

235 ST. CHARLES WAY SUITE 100
YORK, PA 17402

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

230 N George St.
York, PA 17401

JOHNSON & WHITE WEALTH MANAGEMENT LLC

224 ST. CHARLES WAY SUITE 200
YORK, PA 17402

11.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

224 St Charles Way Suite 150
York, PA 17402-4670

11.1 miles away

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

224 Saint Charles Way Ste 250
York, PA 17402

11.1 miles away

LPL FINANCIAL LLC

220 ST. CHARLES WAY, STE 100
YORK, PA 17402

11.1 miles away

CETERA INVESTMENT ADVISERS LLC

220 ST CHARLES WAY STE 130
YORK, PA 17402

11.1 miles away

LPL FINANCIAL LLC

220 St. Charles Way Ste: 100
York, PA 17402

11.1 miles away

LPL FINANCIAL LLC

2010 S QUEEN ST
YORK, PA 17403

11.1 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

2243 S. Queen St.
York, PA 17402

11.1 miles away

Firms

WELLS FARGO CLEARING SERVICES, LLC

SAVANT WEALTH MANAGEMENT

STONEBRIDGE FINANCIAL GROUP, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MACRO ADVISORS, INC.

COLLECTIVE FAMILY OFFICE, LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

JOHNSON & WHITE WEALTH MANAGEMENT LLC

AMERIPRISE FINANCIAL SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

Investors

ANTHONY JAMES BAVLISH

JODY ANN WITHEROW

Noah Thomas Caler

WILLIAM S PANARO JR.

MATTHEW ARTHUR CALABRETTA

SAMIR SURESHCHANDRA PARIKH

REBECCA ANN GEBHART

SHERI LYNN STAMM

JOSHUA FREDRICK WALTERS

Anthony Joseph Gist

Jordan Matthew Hisey

ERIN E ST JACQUES

MICHAEL NATHAN WASHBURN

THOMAS I MCILWEE

MELISSA SUSAN STOTTLEMYER

Courtney M Mills-Picarelli

ELIZABETH MARY WOLF

ROBERT ALLEN BOWEN

KATHLEEN ANNETTE BECKER

MICHAEL A JUILIANO

SAMUEL DAVID DALBY

HEATHER STAUFFER

JEREMY SNEDEGAR

Christian Keiter

MATTHEW MURRAY GAVEL

Noah Christopher Leftridge

SCOTT DOUGLAS MICHAEL

Timothy Michael Sokoloski

MICHAEL CORY HAUN

HEATHER DAWN GROSS

Matthew Michael Kale

ROBERT E FEGELY

TY MATTHEW WILKINSON

DONALD FREDERICK BAKER

JOSEPH PAUL ADAMCHAK

AMY MARIE EMLET

JEREMY M TSHUDY

NICHOLAS PAUL SCIOTTI

JON RICHARD ADAMS

WILLIAM CARNLEY HOLLY

KATRINA LYNN STRUMSKY

JOSEPH JOHN PETRUSO

WILLIAM STEPHEN CAMPBELL

MARY ELLEN THOMSON

HERBERT WILLIAM NIX

Brian Patrick Gleason

JAY MATILAL DESAI

DARSHANA JAY DESAI

DIPAL HAMIR PATEL

MAHIR JAY DESAI

SHANNON RENEE SHUPP

MIKESH JAY DESAI

BRIAN DAVID LUSTER

TREVOR NATHAN HOFFMAN

Trevor Dimitri Kasulen

DAVID SCOTT SIVEL

SCOTT AARON LINDERMANN

SHANE MICHAEL REBERT

JENNIFER LEE ORMOND

MICHAEL A KALLOZ

KAREN LYNNE HELTZEL

Margaret Teresa Bridegum

MARY CATHERINE HELTZEL

CHRISTIE LOUISE SMITH

TIMOTHY H SUTHERLAND

Sara Robyn Brackett

TIMOTHY PAUL WHITE

CHRISTOPHER LYNN JOHNSON

ROBERT WILLIAM ALLAN

Jacob William Little

Jordan Scott Abell

Melinda Jean Bodi

Colton Scott Kubicki

Daniel Wayne Calloway

Justin Blake Smith

DANIEL EDWARD MCGARRY

JOSHUA PATRICK SMELTZER

JESSICA ANN MARIE HALL

BROCK RAYMOND HIVELY

CAMERON GOODLING

AARON NIELS GINGRICH

EMILY CATHERINE SIDES

EMILY BETH WEAVER

CRYSTAL RENEE KAY

ELIZABETH ANN Dean

James Ray Romig

MARK DUANE HOOVER

KRISTIN NICOLE HERSHEY

Within 25 miles of Nashville, PA, Best Investors lists 65 registered investment advisory firms with 190 offices nearby, managing about $9.84T in combined regulatory AUM across 1,040,447 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 Nashville

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