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Best financial advisors in New Wilmington, PA

Registered advisers within 25 miles of New Wilmington, PA.

Offices
193
Firms
77
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
2.05M
2,051,462 clients when Item 5C has a number
Avg / client
$5.23M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EDWARD JONES
JANNEY MONTGOMERY SCOTT LLC
PRIVATE ADVISOR GROUP, LLC
CITIZENS SECURITIES, INC.
STOREHOUSE INVESTMENTS LLC
BLUEPRINT FINANCIAL ADVISORS
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LEGACY ADVISORY GROUP, INC.
STONEX ADVISORS INC.
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Melissa L Cogswell
Victoria Dorene Whelan
BRIAN LEE TAYLOR
Joshua Adam Schroder
Ronald Joseph Esposito
EUGENE WALTER GABRIEL
BRITTANY LOUISE SHAKER
AMANDA MARIE BOLINGER
Robert E Kwiat
Jon Craig Denman
Brock David Cheurco
Shawn Christopher Sauerwein
JEFFREY PAUL GENKINGER
Tyler Adam James Weisgarber
CHARLES LYNN SIMON
NICHOLAS SAMUEL PEROD
THOMAS ALAN MASTERS
Jacob Ryan Fuller
SIMONAE REANNA LYLES
ROBERT EDWARD LYLES
STEVEN JOHN MROZEK
JEFFREY CHARLES SONNTAG
Timothy Harrison
THOMAS WAYNE JONES
MICHAEL GARETH DAVIS
Robert Joseph Deemer
SHERRI LEA MARINI
DAVID ANDREW GOLLNER
ALISTAIR MCKEE KELLY
CHRYSTAL AMBER SWOPE
PATRICK QUAHLIERO
JOHN JOSEPH CLARK
MATTHEW T BOWER

Within 25 miles of New Wilmington, PA, Best Investors lists 77 registered investment advisory firms with 193 offices nearby, managing about $10.7T in combined regulatory AUM across 2,051,462 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 Wilmington

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