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Best financial advisors in Ottsville, PA

Registered advisers within 25 miles of Ottsville, PA.

Offices
838
Firms
277
Combined AUM
$15.9T
Firm-wide filings, not assets booked only here
Clients
2.85M
2,848,049 clients when Item 5C has a number
Avg / client
$5.58M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EXODUS WEALTH, LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KREMPA ASSOCIATES INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL ADVISORS, LLC
AVISO WEALTH MANAGEMENT
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

JOHN PATRICK REIDY
BRIAN MICHAEL PILON
ROGER WESLEY VANPELT
James Witner
Edward C Keenan
Lacy Phelps
Chloe Olivia Moore
Jennifer Dawn Detweiler
CORNELIUS PAUL MCCARTHY
JEFF JAFOLLA
Dustyn D Seifert
Meghan Taurus Casey
Dean Joseph Verno
A CHARLES KREMPA
WILLIAM THOMAS KREMPA
ALBERT CHARLES KREMPA
ERIC LEE JAY
JOSEPH ANTHONY CATANZARO
KATHRYN DAIKELER BOGLE
STEPHEN ALBERT GARNICK
Michael Scott Garnick
STEPHEN WILLIAM NILES
Kevin Gerald DiBiaso
THERESA MARIE WEAVER
Mary Jo Anne Webb
WILLIAM BRUCE QUAGLIO
LEO SCOTT WEBB
Savannah Webb
SHAWN ADAM VELEZ
RAJESH KHULLAR
ROBERT JOSEPH ANGELO
TIMOTHY STUART MICKEY
Victoria A Lilley
JOHN CHARLES ROESINGER

Within 25 miles of Ottsville, PA, Best Investors lists 277 registered investment advisory firms with 838 offices nearby, managing about $15.9T in combined regulatory AUM across 2,848,049 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 Ottsville

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM