Best financial advisors in New Berlin, PA

Registered advisers within 25 miles of New Berlin, PA.

Offices

76

Firms

36

Combined AUM

$9.35T

Firm-wide filings, not assets booked only here

Clients

985K

985,166 clients when Item 5C has a number

Avg / client

$9.49M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

1935 EAST 3RD ST
WILLIAMSPORT, PA 17701

24.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

932 WASHINGTON BLVD
WILLIAMSPORT, PA 17701

24.8 miles away

OSAIC INSTITUTIONS, INC.

2450 E 3rd St
Williamsport, PA 17701

24.8 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1012 WASHINGTON BOULEVARD
WILLIAMSPORT, PA 17701

24.8 miles away

MERIT FINANCIAL ADVISORS

Oaks Plaza 2350 E. Third Street Suite 6
Williamsport, PA 17701

24.8 miles away

EDWARD JONES

1024 Washington Blvd
WILLIAMSPORT, PA 17701

24.8 miles away

TRUSTMONT ADVISORY GROUP, INC.

1126 WASHINGTON BLVD UNIT D
WILLIAMSPORT, PA 17701

24.8 miles away

MML INVESTORS SERVICES, LLC

1421 EAST THIRD STREET/Box 636 Suite 200
WILLIAMSPORT, PA 17701

24.8 miles away

CETERA INVESTMENT ADVISERS LLC

1720 EAST THIRD ST
WILLIAMSPORT, PA 17701

24.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

901 Broad St
Montoursville, PA 17754

24.9 miles away

OSAIC WEALTH, INC.

427 BROAD STREET
MONTOURSVILLE, PA 17754

24.9 miles away

EDWARD JONES

364 BROAD STREET
MONTOURSVILLE, PA 17754

24.9 miles away

LPL FINANCIAL LLC

1412 WASHINGTON BLVD.
WILLIAMSPORT, PA 17701

24.9 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

252 Broad Street
Montoursville, PA 17754

24.9 miles away

CETERA INVESTMENT ADVISERS LLC

1610 E THIRD ST
WILLIAMSPORT, PA 17701

24.9 miles away

CETERA INVESTMENT ADVISERS LLC

1529 Washington Blvd.
Williamsport, PA 17701

24.9 miles away

Firms

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

OSAIC INSTITUTIONS, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MERIT FINANCIAL ADVISORS

TRUSTMONT ADVISORY GROUP, INC.

MML INVESTORS SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

OSAIC WEALTH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Austin Tyler Kissinger

RYAN THOMAS CIOFFI

Zachery R Eddinger

Ryan Allen Miller

Delaney Jane Jean

JOSEPH JAMES FAUX

Megan Jo Fisher

DANIEL NORMAN LEHMAN

ROBERT PERLEY CROCKETT

MICHAEL P BARCLAY

CHARLES H FRAZIER

DEAN ROLAND SHOWERS

CHRISTINE MARIE SLEBODA

Sherri Lyn Huber

BRETT WESLEY GOOD

MICHAEL V MAURO

WILLIAM JOSEPH MAURO

Matthew Harry Cardillo

JACOB JOHN SEKEL

Within 25 miles of New Berlin, PA, Best Investors lists 36 registered investment advisory firms with 76 offices nearby, managing about $9.35T in combined regulatory AUM across 985,166 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 New Berlin

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