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Best financial advisors in Oxford, PA

Registered advisers within 25 miles of Oxford, PA.

Offices
463
Firms
203
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.32M
2,316,866 clients when Item 5C has a number
Avg / client
$5.70M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
PFS INVESTMENTS INC.
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CLEAN CARS MANAGEMENT, LLC
CLEAN CARS MANAGEMENT II, LLC
CLEAN CARS MANAGEMENT III, LLC
RAI ENERGY FUND MANAGER LLC
RAI NATURAL GAS MANAGER, LLC
BLOCKCHAIN ASSETS MANAGER
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC

Investors

BRENT ALLEN MELRATH
David Michael Trainor
Elizabeth Ann Darling
JOHN CHARLES DELP
David Paul Dively
Tamara L Tilton
Joseph Cameron Oliver
Jonathan Williams
REBECCA LORRAINE MCGEHEAN
STEPHEN FREDERICK SIMMONS
CURTIS EUGENE SHAMBAUGH
KAREN RENE Burtis
Cameron Jacob Griffin
STEPHEN BERKERIDGE
Michael Daniel Forcade
Gordon Pealock
DAWN ELIZABETH COTE
Arnoldo Daniel Lezama
Keren C Drummond
Patrick Horan

Within 25 miles of Oxford, PA, Best Investors lists 203 registered investment advisory firms with 463 offices nearby, managing about $13.2T in combined regulatory AUM across 2,316,866 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 Oxford

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B 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