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Best financial advisors in New Holland, PA

Registered advisers within 25 miles of New Holland, PA.

Offices
423
Firms
171
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
2.77M
2,765,760 clients when Item 5C has a number
Avg / client
$4.61M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
G&H INVESTMENTS
LPL ENTERPRISE, LLC
AMERITAS ADVISORY SERVICES, LLC
HEARTHSTONE FINANCIAL GROUP
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BARE WEALTH ADVISORS
SIMPLICITY WEALTH
BRADLEY ADVISORY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

MICHAEL SCOTT MALCOLM
JOSEPH BRADLEY SHOLLEY
Allen Bennett Wessel
MICHAEL D SMOKER
JOHN C CARLSON
ANDREW M SMOKER
Nicholas Justin Cummings
ERIK MILLER
DAVID MATTHEW WIENER
Jennifer Marie Philbert
Ronald Jeffrey Burroughs
DONALD RICHARD GROSS, JR.
DANIEL JENNINGS
JEFFREY B HARTMAN
SHELDON MARK BRUBAKER
Andrew Sherman Dover
RYAN DANIELS
Kathryn Focht
JOSEPH JOHN HOWE
Tyler Arthur Trettin
Christina M Gaston
DONALD LEE DOOLITTLE
Benjamin Smith
Timothy Weagley
Matthew Philip McKinney
Judith Wolcott Frantz
CURTIS MARK BURKHOLDER
RONALD DEAN BARE
RYAN MATTHEW KURTZ
JAMES GREGORY WAHLBERG
Adam David Black
David Lon Denlinger
CLAIR LAMAR KING
Kurtis M Eby
Adam Sweigart
ALEXANDRE S COSTA
Trent Michael Hart
RAYMOND PAUL BRADLEY
Amanda Jane Taylor Gehman
MATTHEW ALAN WILLIAMS
Brian Kenneth Asper
Robert Aaron Hostetter
Benjamin Hess Hagy
Zachary Lee Horst
Andrea Bacon
Leon E Horn
DOUGLAS ALLEN DARLING
HARRY RICHARD NEIDERMYER
Sarah Allison Darling
MARLIN G. MUSSER
AMY JO MARTIN
Tracy Lee Walter

Within 25 miles of New Holland, PA, Best Investors lists 171 registered investment advisory firms with 423 offices nearby, managing about $12.8T in combined regulatory AUM across 2,765,760 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 Holland

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM