Best financial advisors in Orwin, PA

Registered advisers within 25 miles of Orwin, PA.

Offices

209

Firms

77

Combined AUM

$10.2T

Firm-wide filings, not assets booked only here

Clients

1.55M

1,550,154 clients when Item 5C has a number

Avg / client

$6.58M

Combined AUM ÷ clients

Nearby offices

AMERITAS ADVISORY SERVICES, LLC

364 Small Valley Rd
Halifaxx, PA 17032

LPL FINANCIAL LLC

9 PARK LANE
HEGINS, PA 17938

12.2 miles away

PFS INVESTMENTS INC.

7540 ALLENTOWN BLVD STE 4
HARRISBURG, PA 17112

13.6 miles away

WEALTH QUEST, LTD.

815 EAST ARCH ST.
PALMYRA, PA 17078

14.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1300 N. Mountain Rd
Linglestown, PA 17112

14.5 miles away

LPL FINANCIAL LLC

1288 N. MOUNTAIN ROAD, STE B
HARRISBURG, PA 17112

14.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

901 E MAIN STREET
PALMYRA, PA 17078

14.5 miles away

EDWARD JONES

1585 State Route 209
Millersburg, PA 17061

14.7 miles away

OSAIC WEALTH, INC.

146 W MAIN ST
ANNVILLE, PA 17003

14.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

300 E Main St.
Palmyra, PA 17078

14.7 miles away

J. W. COLE ADVISORS, INC.

200 EAST MAIN ST.
PALMYRA, PA 17078

14.8 miles away

EDWARD JONES

33 EAST MAIN STREET
PALMYRA, PA 17078

14.8 miles away

OSAIC INSTITUTIONS, INC.

28 W Main Street
Palmyra, PA 17078

14.8 miles away

CETERA INVESTMENT ADVISERS LLC

101 W CHERRY ST STE 1
PALMYRA, PA 17078

14.9 miles away

AMERITAS ADVISORY SERVICES, LLC

220 S RAILROAD ST STE 2
PALMYRA, PA 17078

14.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

242 W Penn Ave
Cleona, PA 17042

15.3 miles away

OSAIC WEALTH, INC.

1404 E CHOCOLATE AVE
HERSHEY, PA 17033

15.3 miles away

EDWARD JONES

4775 LINGLESTOWN RD 200
HARRISBURG, PA 17112

15.4 miles away

ECON WEALTH MANAGEMENT

4755 LINGLESTOWN ROAD SUITE 204
HARRISBURG, PA 17112

15.4 miles away

DVB PRIVATE WEALTH

4800 LINGLESTOWN ROAD SUITE 304
HARRISBURG, PA 17112

15.4 miles away

Firms

AMERITAS ADVISORY SERVICES, LLC

LPL FINANCIAL LLC

PFS INVESTMENTS INC.

WEALTH QUEST, LTD.

STATE FARM INVESTMENT MANAGEMENT CORP.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

OSAIC WEALTH, INC.

J. W. COLE ADVISORS, INC.

OSAIC INSTITUTIONS, INC.

CETERA INVESTMENT ADVISERS LLC

ECON WEALTH MANAGEMENT

DVB PRIVATE WEALTH

Investors

JOSEPH SALVATORE PANTOZZI

John Wesley Conrad Robinson

MICHAEL GARFIELD TOBASH

CLAUDIA LOUISE WHISTON

ROBERT KENNETH PARKS

SHARON KATHLEEN WILLIAMS

DAVID WAYNE PLOUSE

JOHN WESLEY HOLLER

VALERIE KRISTIN MCBRIDE

BENJAMIN NATHANIEL RICKER

KELLY JEANETTE PARKS

JAMES CARL SPRECHER

Malene Kirsten Frost

JEFFREY SCOTT KRALL

THOMAS HENRY GARLIC

PHILLIP ROBERT PALANZO

Alexander William Tyson

HANNAH PHILLIPS SPERAW

KERIN EDWARD FOLEY

Edward Michael Thomas

Gavin Harrison Flowers

THOMAS EVAN ZEWE

FREDERIC CASSIVI

STEVEN RICHARD ECONOMOPOULOS

Brian Nicholas Zellers

Ryan Robert Troup

Within 25 miles of Orwin, PA, Best Investors lists 77 registered investment advisory firms with 209 offices nearby, managing about $10.2T in combined regulatory AUM across 1,550,154 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 Orwin

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