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Best financial advisors in New Oxford, PA

Registered advisers within 25 miles of New Oxford, PA.

Offices
254
Firms
85
Combined AUM
$10.9T
Firm-wide filings, not assets booked only here
Clients
1.71M
1,713,282 clients when Item 5C has a number
Avg / client
$6.34M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
FINANCIAL CONSULATE
THRIVENT ADVISOR NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ELEMENT WEALTH ADVISORS
ELEMENT RISK WEALTH ADVISORS
THRIVENT INVESTMENT MANAGEMENT INC.
PSI CAPITAL MANAGEMENT
SAVANT WEALTH MANAGEMENT

Investors

Janelle Marie Coolbaugh
BRAD GAULDIN
CHARLES RONALD EVANS
HATTIE HORN EVANS
MATTHEW DEAN WILSON
JUSTIN MITCHELL BRILLHART
Mark Richard Harbaugh
MICHAEL KEVIN WAGNER
Robert Comer Boehner
Leo Anthony Lavezza
JAMES ANDREW DUNLOP
Holly Rosensteel
Mary Syron
John Bennett Vonnes
Connor Quinn
BRIDGET DARCY
Dana B Alexander
JOSEPH GAGLIARDI JR
VINCENT PASQUALE CERCEO
Joseph Marlyn Wildasin
Andrew G Mudalel
Ayden David Dougherty
Patricia Lovejoy Hegberg
Andrew Csuri
THOMAS EDWARD HOUCK
ANDREW DAVID RIGGLE
TYSON ANDREW NOEL
BRENT F CLABAUGH
ROBERT MILLER
JACOB ALAN LAWRENCE
Andrew Riggle
CHRISTOPHER MICHAEL STOCK
RICHARD PATRICK ELLENBERGER

Within 25 miles of New Oxford, PA, Best Investors lists 85 registered investment advisory firms with 254 offices nearby, managing about $10.9T in combined regulatory AUM across 1,713,282 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 Oxford

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 & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM