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Best financial advisors in New Milford, PA

Registered advisers within 25 miles of New Milford, PA.

Offices
83
Firms
36
Combined AUM
$8.95T
Firm-wide filings, not assets booked only here
Clients
1.18M
1,178,165 clients when Item 5C has a number
Avg / client
$7.59M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
VICUS CAPITAL, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

TIMOTHY ALAN CARPENTER
Michael James Myers
WILLIAM RODGER LEWIS
Matthew Lewis
RICHARD W LEET
JILL KIRSTEN SINGER
RAYMOND MICHAEL SARAVITZ
VINCENT MICHAEL KUBILUS
AARON MARK SODEN
JOSEPH FRANCIS GARBARINO
RONALD FAIR PAULL
STEPHEN SELTZER
GINA PALMA BONACCI CAREY
MARCENE L DEPEW
LEO GERALD O'CONNOR
Cameron George Fedish
Candace Sue Chapman
LEO GERALD O'CONNOR
JOANNE ELIZABETH JOHNSON
NICHOLAS PETER MILLARD
RONALD DAVID WILLIAMSON
KEVIN OWEN EKSTROM
JEFFREY GLENN THATCHER
JOHN FARRELL BORDAGES
MICHAEL R COSTANTINO
Austin Simon
LISA C PHILLIPS
TROY G SEBECK
Payton L Villecco
ERIC CREVELING
LORETTA M MACGARGLE
DONALD F EURILLO
DIANE MARIE LEARD
KATHLEEN ANN NEIL
JOHN RAYMOND MOSES
FREDERICK GENE COSTANTINO
D. MARK MACGARGLE
EDWARD PETER YETSKO
Brianna Leah Sternkopf
STEVEN MATTHEW DERIANCHO
Maria Wilhelm
Glenn C Gaydorus
J S FREEMAN
MATTHEW THOMAS WASSER
PATRICIA L PAPPAS-O'DAY
KAY ROZELLE MATHIAS
ROBERT W GARBADE
Alexis M George
James S Freeman
Joseph PETER Zuber
ANDREA BEDOSKY
WILLIAM EMMONS
MARY BETH DEPALMO GEORGE
ARMOND RICHARD GEORGE
MARTIN DEYO LAWSON
ERIN CATHERINE BRADY
LISA ROSE ANDERSON
Joseph P Brady

Within 25 miles of New Milford, PA, Best Investors lists 36 registered investment advisory firms with 83 offices nearby, managing about $8.95T in combined regulatory AUM across 1,178,165 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 Milford

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