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Best financial advisors in New Florence, PA

Registered advisers within 25 miles of New Florence, PA.

Offices
122
Firms
46
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
1.31M
1,314,360 clients when Item 5C has a number
Avg / client
$7.75M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
ATLAS PRIVATE WEALTH ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EQUITABLE ADVISORS, LLC
INTEGRITY ALLIANCE, LLC.
&PARTNERS
EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
EAGLE STRATEGIES LLC

Investors

Lisa Marie Wagerer
STACIE HICKMAN
JODEE LYNN HARRIS
PAUL SAMUEL CARPENTER
CLARK M HOSTETTER
CHRISTOPHER GERALD FLEEGLE
PAUL WILLIAM HOPE
KRISTAIN DAWN KRECOTA
William James Hargreaves
John Floyd Yerger
LAWRENCE THOMAS GIANNONE
Erin Michelle Sotosky
Frederick Hargnett Thomas
Wayne A. Weimer
MATTHEW JOSEPH ZIMA
JENNINGS WYATT MCGRAW
MICHAEL RYAN LESNEY
DONALD WILLIAM COWIE
Shennoah Miller
KEITH FETZER
MATTHEW JOHN FOX
MICHAEL VINCENT TEDESCHI
CADY KIRKWOOD RANKIN
BETH L RHODES
JOHN BILLETDEAUX
Cody Law
RICHARD LEE MARTIN
Nathanael Robert Shaffer
Kathleen Marie Willason
ERIC PAUL KABLER
MARK D VIBOSTOK
ROBERT D FINK
Vincent William Vibostok
THERESA MARIE BOGOVICH
JOSEPH RONALD GOODWIN
Anthony Michael DiPaola
JOSEPH ANTHONY ANDERSON

Within 25 miles of New Florence, PA, Best Investors lists 46 registered investment advisory firms with 122 offices nearby, managing about $10.2T in combined regulatory AUM across 1,314,360 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 Florence

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM