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Best financial advisors in Pen Argyl, PA

Registered advisers within 25 miles of Pen Argyl, PA.

Offices
294
Firms
109
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,746,589 clients when Item 5C has a number
Avg / client
$4.88M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GREAT VALLEY ADVISOR GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
STONEX ADVISORS INC.
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
OSAIC WEALTH, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
THURSTON SPRINGER ADVISORS
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

ROBERT CHARLES SCHUBERT
JOHN ANTHONY GISOLFI
Kurt Ryan Kowalski
TIMOTHY N YOUNG
KRISTY Jo KUREK
VICKI RACHELLE KIRKPATRICK
HAROLD EDWARD HAGY
MATTHEW JOHN FIELD
SCOTT CURTIS BUTLER
Christian Butler
Hugh Richard Zeffer
DWAYNE LYN SNYDER
GARY G STOUDT
Andrew J Mill
ERIC MARK FEHR
DANIEL JOSEPH FLOOD
Lloyd Paul Jones
Kevin C Jones
AMBER LEIGH CARRICK
ERIC THOMAS NIKLES
DEBRA JILL MOSSER
Joseph Connell
Dana Flynn Vlasics
Tiffani Linn Tita
Mary Grace Cardow
MICHELLE LYNN HEIDE
TERRY RICHARD DANISH
CONRAD VINCENT WYATT
SAMANTHA MARIA PRUSIA
LUKE H HOFF
Wilfredo Medina

Within 25 miles of Pen Argyl, PA, Best Investors lists 109 registered investment advisory firms with 294 offices nearby, managing about $13.4T in combined regulatory AUM across 2,746,589 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 Pen Argyl

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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