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Best financial advisors in Peach Bottom, PA

Registered advisers within 25 miles of Peach Bottom, PA.

Offices
262
Firms
109
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
2.33M
2,328,026 clients when Item 5C has a number
Avg / client
$4.44M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
EDWARD JONES
PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CROSSWALK INVESTMENT ADVISORY, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
ARKADIOS WEALTH ADVISORS

Investors

CURTIS EUGENE SHAMBAUGH
Lauretta Marie Yeagy
JENNIFER CAROL LOWDEN
CHARLES RUSH FISHER
Tamara L Tilton
Joseph Cameron Oliver
Jonathan Williams
JOHN CHARLES DELP
David Michael Trainor
Elizabeth Ann Darling
BRENT ALLEN MELRATH
David Paul Dively
Harold Bernard Hines
ALEXANDER Antonius HENNE
JEFFREY NEAL ROGERS
JOHN JASON BISH
LEE ERIC KERR
EDWARD JURIS PLAKANS
JOEL EVAN LONG
Jared Allen
Colin Jamison Miller
BRONWYN LEE-ANN MARTIN
Stephen Jeffey Musser
Justin Ryan Rzucidlo
Andrew David Griglock
CHARLES JAMES WETZEL
JEFFERY LARRY AKERS
BERNARD PHILIP MCVEY
Noah Daniel Akers
Joseph Paul Franco
BRIAN ALAN AKERS
Nicholas Molite
ALEXANDER JOSEPH MONK
Samuel Ian Huff
KENNETH BUCKNER
STEPHANIE NICOLE MCCLENNY
SPENCER SCHENKING
THOMAS FARRELL O'CONOR
MARK ANTHONY MILLER

Within 25 miles of Peach Bottom, PA, Best Investors lists 109 registered investment advisory firms with 262 offices nearby, managing about $10.3T in combined regulatory AUM across 2,328,026 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 Peach Bottom

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM