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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

EDWARD JONES
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
R.G. ASSOCIATES, INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GIRARD ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Mark Richard Harbaugh
MEGAN LOUISE AVERY
Zane C. Akin
James Warren Baker
Tyler Lawrence Baker
STACEY PATRICE HAMPTON
GARY THEODORE PADUSSIS
GORDON WILLIAM MARGERUM
ELLIS HUNTER BARKSDALE
ERIC MYLES ROSS
Beth Anne Petterson
BOKAH WORJOLOH
PATRICE WELLS JOANNE SOWAH
CHRISTOPHER ARDITO
Gabrielle Paredes Brennan
MELISSA MARIE MULLAN
ERIK LOUIS KELLER
ADAM WILLIS FREELAND
Bryce Harrison
Michael Hax Clayton
Bryan Angelilli
JOHN THEODORE CIESIELSKI
RICHARD NUDELMAN
Edward Joseph Kelly
Salvatore Raphael Rinaudo
TABITHA LYN KIEBLER
Kayla Miles Shockett
David Lawrence Crabtree
John Linsenmeyer
STEPHANIE NICOLE MCCLENNY
SPENCER SCHENKING
THOMAS FARRELL O'CONOR
MARK ANTHONY MILLER

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