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Best financial advisors in Penn Valley, PA

Registered advisers within 25 miles of Penn Valley, PA.

Offices
2,071
Firms
797
Combined AUM
$45.5T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,587,878 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

GODSHALK WELSH CAPITAL MANAGEMENT, INC.
CREATIVE PLANNING
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WEDBUSH SECURITIES INC.
NORDWAND ADVISORS
MCADAM LLC
ALTERRA IOS MANAGER, LLC
LINCOLN FINANCIAL INVESTMENTS CORPORATION
WICK CAPITAL PARTNERS, LLC
NORDWAND INVESTMENTS, LLC
V3LIMITED LLC
PRESILIUM PRIVATE WEALTH, LLC
RETIRE READY WEALTH MANAGEMENT
PERONI PORTFOLIO ADVISORS, INC.
WEALTHCARE SOLUTIONS, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
CENTAURUS FINANCIAL, INC.

Investors

MATTHEW WILLIAM WELSH
David Burke Hallam
Ronald Arthur Cohen
PATRICIA GRACE DAVIS
GREGORY MICHAEL SWINDELLS
Ryan Speak
Frank xiaohuan Fang
MARK ROBERT KASKEY
ROBERT JANUARIUS CELLUCCI
WILLIAM JASON BEARD
DANAJETTE KURTZ
CHRISTIN M HINCKLE
KEVIN MICHAEL QUINN
JAMES GERALD BAILEY
LYNN RENEE SPERANDEO
ROBERT FRANCIS TANSEY
MARK MITCHELL BLUESTEIN
RODNEY PATRICK GRAY
MICHAEL JOHN CONNELLY
KEVIN C PAUL
GERALD JOSHUA KANE
CHRISTOPHER MICHAEL BOYLE
DOUGLAS HENRY DELONG
THEODORE WESLEY BROOKS
PATRICK JOSEPH MCGINNIS
Connor Drew Martin
JAMES FRANCIS MARTIN
Lisa Dimter
MICHAEL JOSEPH MCADAM
KEVIN EUGENE WALSH
Jake Tyler Pinto
Oshaka Lakdeeptha Pinto
AUSTIN SMITH WHITTINGTON
MICHAEL WEISHON YEN
Joshua Bain Godick
Christopher Richard Morrissey
Jeffrey Dale Heminitz
Matthew Edward Donohue
Hannah Catherine Kirk
James Vincent Masone
Alyson Dana
Philip Allen Simonides
Anthony Chirchirillo
ILLYA MANUEL BERMANT
Douglas William Smith
ROBERT ANDREW CARROLL
JUSTIN P CAUDLE
SHANE MICHAEL SWEIGART
DREW FLORENTINO PAUNIL
VICTORIA THU-VAN PAZZALIA
Thomas Enriquez
PARKER WILLIAM AUSTIN MOODY
GREGORY DAVID HUGHES
REBECCA ROSE MEARES
SHAOPENG ZHU
LAUREN RAINEY DOOLAN
THOMAS JOSEPH REDMAN
SEBASTIAN FRANK DOVI
John Michael MacAulay
Derek Joseph Stavarski
Louis Thomas Mantush
Christopher Anthony DeGiacomo
Andrew Bryant Duffy
James Matthew McCarthy
Dominic Shih Yuan Phuah
Stephen Thomas McCarrick
Grant Shapiro
Thomas M Williams
Emma Tranfalia
Erich Grant Hohenleitner
Michael Joseph Lynch
Elliott Bauer
Joseph Michael Radico
Brittany Lynn Oliveira
Zachary R Clark
James Chandler Moda
James Alec Hartman
Benjamin Jackson Poe
Steven Schmuhl
Tanner Cole Bivens
Elias Matthew-Junghee Park
Jalen Ross Hunt Campbell
William Francis Dulin
Nash Toman Biyer Klinger
Spencer Thomas Hall
Ian David Helmus
Jia H Chen
Peter John Molnar
Nicholas James Sabo
Henry JAMES Yocum
Joseph Hubert
Owen Allen
Patrick James Oursler
Alison Marie Whittington
William Alexander Fox
Eli Marshall Bishop
Isaiah James Carroll
Kirsten Allison Buddington Davis
EDWARD THOMAS O'BRIEN
Linus Jae Park
ANDREW WILLIAM PHELAN
ERIC MICHAEL MATTEI
Kiran Sweigart
SEAN PATRICK MORRISSEY
CHRISTOPHER JOSEPH COLASURDO
JASON WILLIAM THOMPSON
PATRICK JAMES CHIRCHIRILLO
KRISTEN THERESA KOONCE
FRANCES D NICOLETTI
BRYAN JOSEPH COONEY
RYAN JAMES STEELE
ALARIC EVAN GOTH
NICHOLAS JOHN FILANO
Adrian Vaughn
CODY DIAMORE
MORGAN FRANCIS MURPHY
ROBERT FRANCIS BILDNER
TODD PATRICK FLYNN
RAND ISSAM ANDONI
Abraham Charles Fleck
Julia Renee Schweibenz
Tyler Richard Kendzior
Cody Richmond
Jeffrey Robert Jones
Connor Nicholas Seifert
James Trevouledes
MICHAEL RYAN BLAHUSCH
Benjamin William Lucas
Dante Anthony Wright
Conor Francis O'Malley
Noah Robert Strasmann
Juliet Elizabeth Mcglaughlin
Chase Candeub
BROOKE ASHLEY BEES
David Stephen Clark
CHRISTOPHER JOSEPH TOPOLEWSKI
Andrew Todd Bucksner
MATTHEW JACOB BARR
Cortright Wetherill
Stephen Charles Paul
ANDREW BLAKE SACHAIS
MARK WILLIAM FELDSER
JOSEPH JOHN DIMAIO
THOMAS CHARLES HUBER
BROOK RICHARD HART
Cullen Thomas Martin
JERRY JOHN DAVIDSE
JAEDEN ALEXANDER CRUZ
Amanda Christine Graf
JAMES VINCENT CIPRIOTTI
EUGENE EVERETT PERONI
BENJAMIN JEREMIAH SMITH
KRAIG RANDALL NULL
ZHIQIANG LIU
Yugang Sun
Guojun Zhu
JAY ROBERT BEAULIEU
MICHAEL EDWARD MAITNER
Christopher Ryan Deering
DEAN CONSTANTINOS VETSIKAS
JARED ANDREW CROUSE
BRUCE HOWARD CHMARA
JAMES LAWRENCE STOTTER
JUDITH R LUDOVICO
MICHAEL JOHN DECHIARIO
JOSEPH WESLEY SHULTZ
KATIE L HEMMERT
JOSEPH RICHARD RUBIN
JENNIFER GUARINO
JAMES PATRICK MCFADDEN
MORGAN ELIZABETH KANE
MEGAN MICHELLEE GRAHN
WILLIAM JACK RAPINE
BENJAMIN EVAN CRANE
SANDRA LEE NEILL
SAMUEL C BOOKBINDER
SUZETTE ANNE HIPPERT
WILLIAM G O'BRIEN
GARY STEPHEN GOUNARIS
CHRISTOPHER PERRY SHIELDS
SALVADOR CONSTANTINO-ARIZAGA
VICTOR ANDRES LUGO
PATRICIA DUNNE MCNAMARA
WILLIAM ALBERT ANGELOS
KIMBERLY ANN WARNER
GREGORY KESSLER JR
PAUL FIELDING LOCKWOOD
JOSEPH STANLEY BODALSKI
KEVIN M JANKE
SCOTT PHILIP DOLSON
JOSEPH MICHAEL CUCINOTTA
JEFFREY TODD BACH
GARY BRIAN REMP
BRETT DARYL HUTCHINS
JOHN PATRICK CAVEN
MICHAEL RONALD ZOLLERS
SHAWN DAVID PEARSON
JOHN PAUL SAUER
Nelia McBride
MICHAEL ROBERT PAPA
GAIL ROBIN WEIGLE
JONATHAN JOSEPH ZEMINSKI
Richard LOUIS Trotta
DIANA LYNN MOONEY
JOSEPHINA OSTI LUCZAK
HELENA ESTVANOVA
PAVEL MORDASOV
NATALIE PEARL MUSCATELL
TYLER SHERIDAN FRANKS
SAGAR MAINALI
ZACHARY BRYCE FIRESTONE
Judah Rubin
JOHN CHRISTOPHER STROHMAN
MICHAEL JOSEPH GERMANA
JEFFREY SCOTT FISS
MATTHEW M STRUBE
KEVIN JAMES MCKNIGHT
JOHN LEO WILLIAMS
DEBRA L JETTE
DANIEL JARROD PETERS
GAIL ELLEN KNIGHT
ANDREW JAMES STRAUSS
ANTHONY JEROME CALDERONE
WILLIAM JOSEPH MICHETTI
RAYMOND EDWARD MCCARTY
MAHFUZ HASSAN
JEFFREY THOMAS MACALUSO
MICHAEL KEVIN WAGNER
JAMES CRAIG STRETCH
THOMA CAPO
ANTHONY JAMES BAVLISH
EMMANUEL ALADE
Gabriel Lukas

Within 25 miles of Penn Valley, PA, Best Investors lists 797 registered investment advisory firms with 2,071 offices nearby, managing about $45.5T in combined regulatory AUM across 3,587,878 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 Penn Valley

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

1 VANGUARD GROUP INC $11.1T AUM 2 VANGUARD CAPITAL MANAGEMENT, LLC $8.44T AUM 3 VANGUARD PORTFOLIO MANAGEMENT, LLC $2.66T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM