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Best financial advisors in New Freedom, PA

Registered advisers within 25 miles of New Freedom, PA.

Offices
509
Firms
177
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
3.06M
3,064,364 clients when Item 5C has a number
Avg / client
$4.74M
Combined AUM ÷ clients

Nearby offices

Firms

BFC PLANNING, INC.
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
HOUSEMAN FINANCIAL LLC
BROOKSTONE WEALTH ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INVESTMENT RESEARCH CORP
LOMBARD ADVISERS INCORPORATED
LPL FINANCIAL LLC

Investors

JEFFREY ANDERSON ROGERS
Brittany Coburn
VIRGINIA IRENE WOODS
JEFF ALAN NELSON
Curtis Austin Ilgenfritz
Crhistian Horacio Vasquez
Thomas J Baldwin
William Henry Allison III
CRISTINA MARIE STABLEY
LEONARD WILLIAM KAPLAN
Michelle Rae Roeseke
Cole H Van Pelt
Kathleen Houseman
Milton R Dodge
Matthew Francis Beard
F. JOSEPH FEENEY
Andrea M Morrison
DOUGLAS ALAN KING
Eric R Faidley
DAVID JASON GARBER
JASON RAY WEBER
Katie Elizabeth Burton
RICK ADAM DANIELOWSKI
WHITNEY SUSANNE BOWERS-MILLER
MICHAEL VANZANDT SUMMERS
PETER GRAHAM WILKINSON
STEPHEN HARLOWE PRINDLE
FRANK DOMINIC CORTO
LYNDSEY Marie MICHELSEN
David James Herbst
Wade G Williams
JULIE MAE MATTHEWS-SALVO

Within 25 miles of New Freedom, PA, Best Investors lists 177 registered investment advisory firms with 509 offices nearby, managing about $14.5T in combined regulatory AUM across 3,064,364 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 Freedom

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM