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Best financial advisors in New Millport, PA

Registered advisers within 25 miles of New Millport, PA.

Offices
34
Firms
20
Combined AUM
$3.84T
Firm-wide filings, not assets booked only here
Clients
528K
527,583 clients when Item 5C has a number
Avg / client
$7.27M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
BROOKSTONE WEALTH ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
EDWARD JONES
JANNEY MONTGOMERY SCOTT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HORACE MANN INVESTORS, INC.
MML INVESTORS SERVICES, LLC
THE AMERIFLEX GROUP

Investors

SHARON JANE PUSEY
ROBERT JOSEPH BOZOVICH
Ryan James Holtz
MATTHEW RYAN HOLTZ
BRIAN JAMES SIMANSKI
KEITH MARTIN FOLMAR
GREGORY ALLEN KORN
MARINA DANIELLE STEPHENS
BUD IVAN BOOM
RANDY LEE MILES
LETITIA CORDELL
Alec Benjamin Johnson
CHARLES WILLARD JOHNSON
JENNIFER LYNN HAMILTON
ANTHONY DOMINIC TORRETTI
ZACHARY P. DIPPOLD
KERRY LYNN KINTER
Michael James Guelcher
Melinda L Sherry
MARY RUTH WILSON
John Martin Yount
DANIEL HARRY FISHBONE
KATHRYN LORENE HO
Jordan Tyler Russell
Candice Lin Waxler
WILLIAM J CUBA
MATTHEW A NERONE
JONAH JAMES WATT
JAMES DAVID CURTIS
David G Alberts
ZACHARY CHARLES EVOCK
GEORGE C PRY
MICHAEL WILLIAM HASKINS
KYLE WILLIAM HASKINS
TERRY MICHAEL HARTNETT
SCOTT MICHAEL BARBER
Alex Michael Micknis

Within 25 miles of New Millport, PA, Best Investors lists 20 registered investment advisory firms with 34 offices nearby, managing about $3.84T in combined regulatory AUM across 527,583 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 Millport

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM