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Best financial advisors in New Berlinvle, PA

Registered advisers within 25 miles of New Berlinvle, PA.

Offices
1,044
Firms
432
Combined AUM
$41.7T
Firm-wide filings, not assets booked only here
Clients
3.42M
3,419,269 clients when Item 5C has a number
Avg / client
$12.2M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CLIMECO ENVIRONMENTAL CAPITAL MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
SANTANDER SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
WORLD INVESTMENT ADVISORS, LLC
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
IPI WEALTH MANAGEMENT, INC.
USA FINANCIAL SECURITIES LLC
PARK AVENUE SECURITIES LLC

Investors

BARRY LEE WELLER
LINDSEY JO BORGESE
BRIDGIT DIANE HOLLY
PAUL VALERIO
DEBORAH J HARRIS
Benjamin S Kline
Waheed Abisoye Gbadamosi
KENNETH JOHN KRIEBEL
JOSEPH JOHN BORGESE
Bonnie Lynn Thompson
DOUGLAS MICHAEL DOUGHERTY
GERALDINE EDITH WARDLE
STEVEN BEYLIS
Joseph Michael LoStracco
Stephanie Marie Serafin
Aaron Von Alst
JAMES VINCENT MARI
Caroline Elizabeth Wasielevski
DEAN E FOX
Matthew Anthony Kitchie
LAWRENCE RICHARD FIORINI
Joseph John Braut
Lance Isaiah Roetling
Stephen M Peters
JEFFREY EARL BUSH
SHANNON E LAROSSE
STEVEN JABLONSKI
PATRICIA M PICARDI

Within 25 miles of New Berlinvle, PA, Best Investors lists 432 registered investment advisory firms with 1,044 offices nearby, managing about $41.7T in combined regulatory AUM across 3,419,269 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 Berlinvle

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