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Best financial advisors in New Cumberland, PA

Registered advisers within 25 miles of New Cumberland, PA.

Offices
362
Firms
111
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
1.76M
1,758,951 clients when Item 5C has a number
Avg / client
$6.02M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
MERIT FINANCIAL ADVISORS
DENTLER CAPITAL LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
PFS INVESTMENTS INC.
TURNING POINT FINANCIAL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RBC CAPITAL MARKETS, LLC
OSAIC ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
THEGRID LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES

Investors

JAMIE ALAN DUNN
KIMBERLY IRENE SWOPE
JEFFREY SCOTT NICKUM
GEORGE D KEGERREIS
JACOB ELI BEAU DENTLER
Andrew Ogle
Joseph Carmen Deitrich
DHIREN CHAUHAN
GOPAL ACHARYA
GANGA KHATIWADA
GREGORY JAMES KANE
BRENDAN S HERTZOG
Andrew Brosten
RANDALL DONALD KAUFMANN
Adam Schopp
JAMES DANIEL GOOD
MICHAEL JAMES GOOD
JONATHAN PAUL GOOD
NORMAN LESLIE LAPORTE
BRYAN TEUFEL BLACK
MICHAEL LAPORTE
ERIC STEPHEN PASQUINI
Kyle Charles Elbin
JOHN MIKE POKLADOWSKI
TIMOTHY WAYNE ENGLE
Nicholas Wayne Hansen
PATRICIA LYNN SHERICK
MARK RICHARD SNYDER
MICHAEL ALAN SILVER
JONATHAN SCOTT STOUGH
Devon M Blouch
Keegan Grant Carl
RICHARD PAUL MATTHEWS
RALPH LESLIE THRUSH
SANDRA J CURLEE
MAYNARD WAYNE NEFF
DAVID ALAN LANGAN
MATTHEW DANIEL SHERAW
Elijah Manning
PATRICIA ANN MARSCHNER
Andrew Marino Wallace
John Myers
DOMINI MARIE ALLISON
Justin Racculia
Hayden James Bankes
Jeffrey E Pascoe
ANTHONY MATTHEW CONTE
JOSEPH CHARLES HENRIQUES
FRANK ANTHONY CONTE
BENEDETTO TONY AGOSTINO
Jonathan Fauber
Carly Morgan Main
Dustin Thomas O'Brien

Within 25 miles of New Cumberland, PA, Best Investors lists 111 registered investment advisory firms with 362 offices nearby, managing about $10.6T in combined regulatory AUM across 1,758,951 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 Cumberland

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