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Best financial advisors in New Bloomfield, PA

Registered advisers within 25 miles of New Bloomfield, PA.

Offices
229
Firms
90
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
1.76M
1,756,172 clients when Item 5C has a number
Avg / client
$5.87M
Combined AUM ÷ clients

Nearby offices

Firms

RWM ASSET MANAGEMENT, LLC
AVIATOR FINANCIAL, LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
AVANTRA FAMILY WEALTH, INC.
WIENKEN ADVISORS, LTD.
THE APPALACHIAN FINANCIAL GROUP
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
SEASIDE WEALTH ADVISORS LLC
INDEPENDENT FINANCIAL PARTNERS
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST COMMAND ADVISORY SERVICES

Investors

ROBERT WILSON MORRIS
Anna Lynn Santini
ROBERT WILSON MORRIS
WILLIAM EARL BENNER
MICHAEL BRIGHT BYERLY
HOWARD GLENN AMMONS
RYAN JEFFREY STEPHENSON
Jordan A Lawson
Caden Edward Malone
Benjamin James Glatfelter
DONALD FORD WEAVER
Ella G Still
Tyler Miller
WILLIAM ANDREW STEELE
JOHNSTON STAMFORD KELSO
Austin Joseph Cook
Steven Bentley Thompson
Wade Aaron Hoffman
KIM LEE KENAWELL
FRANKLIN LEE RANKIN
DONALD ANDREW WADSWORTH
DEBORAH ELLEN PAJAK
CHRISTOPHER C COCORES
BYRON J DUNLAP
Alan Joel Rivest
James I Grier
Christopher Lenz
ALLEN WESLEY CARR
TONY FELICIANO
GERALD DANIEL. RASMUS
KATHERINE A LEWIS
MATTHEW BENJAMIN EBERLY
DAVID EDWIN NAU
DEREK SNIDER
EDWARD MINNICH TRAINOR
DREW ERNEST YERGER
KYLE BENJAMIN SMITH
PATRICK NOLL HANOSEK
Shane Colin Rapsey
Cody M Morris
Keith James Russell
Grant Thomas Kuffa
CHRISTOPHER JON LENZ
JAMES SCOTT MASSIE
BRIAN ROBERT LOGAN
BRENT RUSSEL GEORGE
Abigail Melissa White
DONALD ANDREWS MONTGOMERY
CHRISTOPHER THOMAS PAJAK
BRYCE ROBERT SCHAFER
EMILY READING
Sarah Anne Hofferica
LOUIS FRANK GRAMMES
William Rosen
MANDEEP SINGH
Amy Wienczkowski Kramer
JAMES E THOMAS
Zachary Grant Hogentogler
Matthew David Fitzgerald
Trevor Jordan Leo
THOMAS E WEBER
Peyton Wolfe
Zachary Baldwin Sims
Domenick George Snook
Henry Michael Stouffer
JOSHUA LEON JENKINS
Michael L Cox
ROBERT THOMAS SMALANSKAS
RONALD GREGORY SNYDER
Darwin Smith
Anthony Richard Smith

Within 25 miles of New Bloomfield, PA, Best Investors lists 90 registered investment advisory firms with 229 offices nearby, managing about $10.3T in combined regulatory AUM across 1,756,172 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 Bloomfield

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM