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Best financial advisors in New Providnce, PA

Registered advisers within 25 miles of New Providnce, 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

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CROSSWALK INVESTMENT ADVISORY, INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
HAZLETT, BURT & WATSON, INC.

Investors

JENNIFER CAROL LOWDEN
CHARLES RUSH FISHER
Stephen Jeffey Musser
Justin Ryan Rzucidlo
LEE ERIC KERR
EDWARD JURIS PLAKANS
JOEL EVAN LONG
Marcos G Herrera Inostroza
Mitchell D Long
Shannon Patricia Gorham
MARGARET HOLDEN FOLK
Scott Eliot Bauermaster
ERIC CHARLES PEINHARDT
CURTIS EUGENE SHAMBAUGH
Daniel J Hair
Timothy Sutter Everett
KATHLEEN ASHLEY TYLER
Eric Scott Groff
LEE TYLER KENNEDY
Matthew Dillon
ROBERT OCONNOR
STEVEN THOMAS SELL
SUSAN R LONERGAN
CHARLES SAMUEL HANNA
Valerie McCord
Logan James Murphy
Jonathan Cory Shank
KATE K. HERSHEY
Christopher Ruffino
MICHELE LEE GOOD
MARIE ANNETTE MARTIN
Sabrina Lee Rodriguez

Within 25 miles of New Providnce, 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 Providnce

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