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Best financial advisors in New Enterprise, PA

Registered advisers within 25 miles of New Enterprise, PA.

Offices
74
Firms
27
Combined AUM
$5.00T
Firm-wide filings, not assets booked only here
Clients
707K
706,674 clients when Item 5C has a number
Avg / client
$7.08M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
GWN SECURITIES INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
VIMCOR
EAGLE STRATEGIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Leigh Taylor Shank
MATTHEW PAUL RANDALL
MICHAEL GERARD AKERS
DANIEL WILLIAM DEARMENT
MICHAEL DAVID WEBB
Steven Dull
LESA FEUILLET HAAS
TONYA NORTHCRAFT
ANTHONY JOSEPH DESTEFANO
Brian Anthony Jeffries
Jeffrey L Gable
TODD DAVID FREDERICK
DAVID ROBERT FREDERICK
MARY ANN BOLT
GARY BRIAN VASSALOTTI
JAMIE PATRICIA MOYER
PAUL WALLACE GOOD
DANA MICHELLE PEO
Joseph James DeRiso
LINDSEY MARIE PARRISH
LISA MINDELLE MANCINELLI
MICHAEL DAVID EARDLEY
Stephen Paul Tidd

Within 25 miles of New Enterprise, PA, Best Investors lists 27 registered investment advisory firms with 74 offices nearby, managing about $5.00T in combined regulatory AUM across 706,674 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 Enterprise

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM