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Best financial advisors in Orefield, PA

Registered advisers within 25 miles of Orefield, PA.

Offices
315
Firms
112
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,681,176 clients when Item 5C has a number
Avg / client
$5.03M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
ONEASCENT FINANCIAL SERVICES LLC
INVESTORS' CHOICE ADVISORY SERVICES, LLC
ENGLEBERT FINANCIAL ADVISERS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
STONEX ADVISORS INC.
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
JANNEY MONTGOMERY SCOTT LLC
OSAIC WEALTH, INC.
SIGMA FINANCIAL, INC.
PARK AVENUE SECURITIES LLC

Investors

Tiffany Laura Volpe
ERIC SCOTT DORMAN
JOSEPH SCOTT HUDOCK
LEO ALFRED FURLONG
RYAN THOMAS WUKITSCH
JAMIE LYN ENGLEBERT
Andrew Gordon Gaines
CHRISTOPHER PAUL ENGLEBERT
Stephanie Eileen Miller
Daniel Kochsmeier
LINWOOD LAMAR GEHRIS
THOMAS CHARLES HOCK
Richard A Seidel
Robbie Suzanne Hicks
SALLY JAYNE KACAR
RONALD PAUL WEBER
STEVEN CLARK HIMMELREICH
PETER ISAAC
MARCUS PATTERSON
TRAVIS SHEARER
BRYN LEE LINDENMUTH
LINWOOD ALLEN GILES
PATRICK MICHAEL MULLANEY
JOHN PATRICK NOON
DANIEL SCHMIDT
DAVID WILLIAM QUATRONE
JEFFREY RINGER
SCOTT ARTHUR SMITH
BRETT JOSEPH WERKHEISER
DEBORAH HAMBURGER
JENNIFER ANN RIGGS
MICHAEL MOWAD
DAVID WAYNE RABENOLD
STEVEN GRAZIO
VINCENT MICHAEL GERBASIO
DEBORAH MARION FIELD
JOHN MYRL OLSON
David H Harth
ANDREW WESTCOTT LEE
Susan Lobello
JONATHAN M SWAVELY
Daryl Gene Woodring
MICHAEL JAMES FISCHER
SHAWN ALAN LEH
Kerri Elizabeth Williams
Katie Heiser
ELIAS ISAAC
ALAN DAVID SHANNON-BRESLIN
HAROLD JOSEPH COOK
CAROLYN D VERBA
ANTHONY G BARBER
Joshua Mangini
LOURDES MARILY VISPERAS
SCOTT EDWARD RICHARDS
STEPHEN THEODORE MELI
MARY ELLEN ZWARYCH
David E Richards
Christopher Wainwright
JOHN DWAIN LENTZ
Michele Maddaloni
NICHOLAS JAMES ROSELLI
MICHAEL ALLEN WATERHOUSE
CHRISTOPHER R HELD
GREGORY SCOTT CONFAIR

Within 25 miles of Orefield, PA, Best Investors lists 112 registered investment advisory firms with 315 offices nearby, managing about $13.5T in combined regulatory AUM across 2,681,176 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 Orefield

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM