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Best financial advisors in New Salem Borough, PA

Registered advisers within 25 miles of New Salem Borough, PA.

Offices
346
Firms
106
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
1.79M
1,786,221 clients when Item 5C has a number
Avg / client
$5.89M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLINGTON ADAMS INVESTMENT ADVISORY, LLC
EDWARD JONES
RKL PRIVATE WEALTH
CETERA INVESTMENT ADVISERS LLC
ALTITUDE CAPITAL MANAGEMENT LLC
PFS INVESTMENTS INC.
BROOKSTONE WEALTH ADVISORS, LLC

Investors

Ryan Alan Sprenkle
David Alan Sprenkle
WARREN GEARY METZGER
JESSICA MARIE SHIFLET
RYAN R. NEMSHICK
Michael Philip Stein
JAMES ROBERT LYTER
Zachari Erik Brenner
Kyle A Newton
DERRICK SCOTT HAMM
DAVID MICHAEL MORAIS
Michael Steven Miller
SCOTT DAVID EHRIG
DOUGLAS ALAN KING
Jamin Allen Lauer
Constance Nathelma Craig-Mason
JERE C WISE
R GLENN ROWLAND
JULIE MAE MATTHEWS-SALVO
Mark Richard Harbaugh
ROBERT JOHN CLEARY
ANDREW KIRBY BARRICK
Scott A Wilson
ROBERT R LLOYD
JAMES K LEHMAN
JACOB DANIEL MENDOZA
Marisa Chelane DeHoff
Alexis Madeline Dettinger
Cole M Brillhart
Jeffrey Darrell Reynolds
SCOTT MICHAEL STEPHAN
MATTHEW JAMES WILSON
Nakhaiya R Jacobs
Wai Ka Au
JULIE RENEE BORTNER
LOIS VANMETER BAKER
Eric R Faidley
Connor Quinn

Within 25 miles of New Salem Borough, PA, Best Investors lists 106 registered investment advisory firms with 346 offices nearby, managing about $10.5T in combined regulatory AUM across 1,786,221 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 Salem Borough

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM