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Best financial advisors in Northumberland, PA

Registered advisers within 25 miles of Northumberland, PA.

Offices
95
Firms
43
Combined AUM
$9.62T
Firm-wide filings, not assets booked only here
Clients
1.07M
1,071,684 clients when Item 5C has a number
Avg / client
$8.98M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
JANNEY MONTGOMERY SCOTT LLC
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
EQUITY SERVICES, INC.
CREATIVE PLANNING
OSAIC WEALTH, INC.
OMNIWEALTH INVESTMENTS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
VISION WEALTH ADVISORS, LLC
HORACE MANN INVESTORS, INC.
GOOD LIFE ADVISORS, LLC

Investors

Brad Lee Buch
Michael Jason Miller
David Douglas Betz
CHARLES EDWARD SCHLEGEL
CHARLES EDWARD SCHLEGEL
STEPHEN ALLEN ENGLE
BRENDA KAY BLAKENEY
ANDRIA LEIGH LAMAY
WENDY MARIE WOLFE
TOBY JOSEPH KROUSE
Keely Layne Rodarmel
Charles Howard Straub
JEFFREY JAMES CROSSLAND
STEVEN P DECKARD
Michael David Johnson
ERIC JOHN MCDOWELL
ASHTON SCOTT IMMEL
RUBIN PAUL NICHOLS
JOHN ANTHONY MOLINARO
JOSHUA AARON KNAUSS
MEGAN BROOK DUGAN
JUSTIN CHANDLER BUTTRICK
Daniel Myers
Marlena C Sinopoli
KIMBERLY ANN MARIE BOWER
JOAN ELAINE LYONS
MICHAEL P BARRETT
Nathan Douglas Wagner

Within 25 miles of Northumberland, PA, Best Investors lists 43 registered investment advisory firms with 95 offices nearby, managing about $9.62T in combined regulatory AUM across 1,071,684 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 Northumberland

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM