Best Investors Account Sign in

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

EQUITABLE ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
DSC FINANCIAL ADVISORS, LTD.
INDEPENDENT FINANCIAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL ADVISORS, LLC
BRYCE WEALTH MANAGEMENT
KEY INVESTMENT SERVICES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

CHRISTIAN MYERS WAGNER
Stephen Andrew Moyer
Scott McCrea
NICHOLAS PETER DEMAIO
Andrew Vitella
STANLEY MICHAEL ROBBINS
WILLIAM JAY NORBERG
BRENDAN LEE BIRUK
DANIEL F RATTIGAN
LESLIE GABELL CRILLEY
VICKI RACHELLE KIRKPATRICK
STEPHEN ROBERT BECKER
WILLIAM JOSEPH SIFER
MICHAEL LOUIS SCHWARTZ
ERIC SEAN CALLAHAN
KRISTY Jo KUREK
ANNE FELICIA HOLDERRIED
DAVID J SCHIMPF
KILEY SHEA HAWS
EILENE BECK
VALERIE SUSAN OZER
ROCHELLE ILANA BECK
JOSEPH JOHN OCHOTNY
SUSAN MARIE WALLA
Bruce Craig McCulloch
DANIEL EDWARD HENDEL
Geronis Gervacio Lalane
SAEID MOHAMMAD ZAMANI

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