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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

PERONI PORTFOLIO ADVISORS, INC.
RBC CAPITAL MARKETS, LLC
FOURNORTH CAPITAL LLC
IRONVIEW CAPITAL MANAGEMENT, LLC
FAIRMOUNT FUNDS MANAGEMENT LLC
INTRINSIC ADVISORS, LLC
ROSEMONT INVESTMENT PARTNERS, LLC
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
KAGAN COCOZZA ASSET MANAGEMENT
LEGACY EDGE ADVISORS
BFC PLANNING, INC.
TACTICAL WEALTH PLANNING LLC
HAMILTON LANE
PENN MUTUAL ASSET MANAGEMENT, LLC
CLOVERLAY INVESTMENT MANAGEMENT, LLC
PITCAIRN
HORNOR, TOWNSEND & KENT, LLC
ARBA CREDIT MANAGEMENT, L.P.

Investors

EUGENE EVERETT PERONI
CAROL JEAN MULLER
Timothy John Pippet
Matthew S Salvitti
STUART ANTHONY BRISTOW
LAURA ANNE JOHNSON
AARON HARRY WEIERBACH
DAVID CHARLES RANKIN
William A Gallagher
Ryan T Galardi
MICHAEL ANTHONY COURTNEY
JAMES A GILLIN
PARI MICHELE HASHEMI MAGURA
James Senderling
James J Senderling
SCOTT ALEXANDER KARKENNY
John PAUL Robbie
DAVID MICHAEL CACCESE
BARBARA ELAINE BREWER
Michael Vincent Billiris
RICHARD THOMAS CARLIN
THOMAS JOHN TARKA
WALTER J MACK
JEFFREY DONALD HALL
MATTHEW JAMES QUIGLEY
Michael C Nolan
THOMAS RICHARD BYRNES
FRANCIS RICHARD COURTNEY
BRUCE JAMES BESECKER
HENRY JAMES FARAGALLI
LAURIE ANN MCNALLY
JAMES JOSEPH ERNST
TRACY JENEE DUGAN
ROBERT ALICK SALON
Daren Roberts
BRADLEY JACOB ROSEN
BENJAMIN CONRAD ROBERTS
RAHUL KOTHARI
JAMES CHARLES MENDELSON
STEPHEN JOSEPH STULB
DANIEL PATRICK CALLAHAN
Bryan Austin Rementer
Matthew Scott Mendelson
James H Mooney
PETER ANTHONY DAMICO
LAURENCE MICHAEL KAGAN
MICHAEL TIMOTHY COCOZZA
CARLOS ALBERTO PRINCE
KRISTEN MORAN HALEY
NICHOLAS DAVID LAGER
PACE ROY KESSENICH
JENNIFER ANNE PROPER
Matthew Case Breidenbach
JAMES RAMSEY GOETSCHIUS
ROBERT JOHN MILEFF
HAROLD FREDERICK PITCAIRN
PAULETTE MERCEDES GIROD
JOHN MICHAEL OLSON
Carlin Rose Calcaterra
ANDREW LEA BUSSER
Jocelyn Schwartz
Matthew David Perri
MORGAN MEARS
ETHAN William EBNER
JOHN MATTHEW MCCARTE
Natalie Anne Wolaniuk
David Thomas Medici
Derek James Cavanaugh
Peter Chirico
George Francis Smith
Joseph Whelan
Craig Scott Schmauder
Jacob Rudolfo Martinez
Ashley Elizabeth Ruhling
Andrew Drummond Pitcairn
Brendan Michael Heffernan
Emilee Frances Stepoulos
Joshua Edward Kramer
Maryann Walker Bechta
Patrick Michael Darcy
MARK TODD ROBINSON
KAREN ANNE CARLSON
ANDREW DAVID STRAIN
John Richard Jeffrey
Amy Hart Clyne
MAN TOU IAU
David Harold Slover

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