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Best financial advisors in New Providence, PA

Registered advisers within 25 miles of New Providence, PA.

Offices
270
Firms
112
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,732,109 clients when Item 5C has a number
Avg / client
$3.83M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
KESTRA ADVISORY SERVICES, LLC
LPL ENTERPRISE, LLC
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
EDWARD JONES
BROOKSTONE WEALTH ADVISORS, LLC
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
STEWARDSHIP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BRADLEY ADVISORY
LIFEGUIDE FINANCIAL ADVISORS, LLC

Investors

EDWARD RUSSELL FROME
JEFFREY MICHAEL WOLF
IAN KAHIL
GARY JAMES SNAVELY
ANTHONY JOSEPH MARTIN
RENEE MARIE HARRISON
DOUGLAS ALLEN DARLING
HARRY RICHARD NEIDERMYER
Sarah Allison Darling
MARLIN G. MUSSER
Kenneth Russell Hameloth
Lucas F Hameloth
Eric R Faidley
REBECCA LORRAINE MCGEHEAN
PAUL KIT STETTER
Jessica Marie Voci
Shane Michael Landis
WILBUR LEE SHERTZER
Jay Kevin Kready
JOHN CHARLES SIMKINS
LEANNE L FEE
MARK ALLEN BRINSER
Zachary Scott Drescher
Benjamin Andrew Writer
Logan David Kready
THOMAS EDWARD TALBOTT
Tyler John Parmer
Nathaniel Lawrence Miller
Patricia Bender
Brian Kenneth Asper
Robert Aaron Hostetter
Benjamin Hess Hagy
Zachary Lee Horst
RAYMOND PAUL BRADLEY
Amanda Jane Taylor Gehman
MATTHEW ALAN WILLIAMS
JULIE MAE MATTHEWS-SALVO
DAVID ISAAC LUTZ
Brian John Wayne
DOUGLAS ALAN KING

Within 25 miles of New Providence, PA, Best Investors lists 112 registered investment advisory firms with 270 offices nearby, managing about $10.5T in combined regulatory AUM across 2,732,109 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 Providence

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