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Best financial advisors in Plum, PA

Registered advisers within 25 miles of Plum, PA.

Offices
754
Firms
252
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,264,061 clients when Item 5C has a number
Avg / client
$5.55M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
VALIC FINANCIAL ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
GOOD LIFE ADVISORS, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERITAS ADVISORY SERVICES, LLC
OSAIC ADVISORY SERVICES, LLC
WALDRON PRIVATE WEALTH
LPL ENTERPRISE, LLC
CONFLUENCE FINANCIAL PARTNERS
TRUSTMONT ADVISORY GROUP, INC.
HOFFMAN CAPITAL ADVISORS LLC
CS MCKEE
EDWARD JONES

Investors

CHRISTOPHER THOMAS PAKOS
Darren Patrick Smith
Tyler Christian Pakos
TIMOTHY CARL SCHROYER
JOHN MICHAEL HELLGREN
KEVIN JOHN GERTZ
LAURA KATHRYN HYSER-STIGNER
THOMAS MILES SIEGFRIED
SEAN MCCORMACK
CHRISTOPHER C CUTSHALL
ANNA LAUREN JACOBY
JEANNE ELLEN LOWE
DANNY NESTOROVSKI
JASON MARTIN BONTRAGER
PEARL ELLEN GRAHAM
PAMELA L HUGHES
ROLAND DENNIS SZILARD
CONSTANCE MARIA BUTLER
JAMES HANKINS
JEFFREY ALAN HOFMANN
DANIELLE M. BARAN
KASEY KOZLOWSKI
BRADLEY BOANDL
DOMINIC VINCENZO MARFISI
JOHN ANTHONY SOIKA
ALEXANDER H YATES
AMANDA LYNN LISCIO
BRANDEE LUSCH
IKECHUKWU UZOMA PIUS-NWAGWU
ROBERT JAMES KLUG
BRIAN DOUGLAS SCHMITT
MICHAEL JOHN RYAN
COLLIN C CUTSHALL
MICHAEL JON BUDINSKY
JEFFREY ROBERT BENDIS
SEAN RAILINGSHAFER MENZIES
JEREMY CURTIS EVANS
PATRICK THOMAS LEVENDUSKY
MICHAEL FRANCIS LAW
PATRICK BRIAN DEVLIN
CHRISTOPHER ANTHONY RONDINELLI
ROBERT MICHAEL SHIELDS
SAMUEL WILLIAM GAUDIO
BRIAN FREDERICK PALUSO
MICHAEL EDWARD KUTCH
MARK GEORGE STALLSMITH
SEAN HENRY CULBERTSON
JAMES HARRY HIXON
DAVID JAMES LUTZ
Michael Justin Bell
CHRISTOPHER MARK KELLER
Joshua Arthur Ryan Rennert
ERIC CHRISTOPHER VOGT
Michael Waldron
Patrick John Ellsworth
Nathaniel Louis Ecoff
Spencer Owen McKee
Sarah Elizabeth Veverka
Jacob D Vranish
Aidan Mills
JOHN JOSEPH WALDRON
MATTHEW ALAN HELFRICH
KELLY PETTIT COSTELLO
MICHAEL EDWARD KROL
BENJAMIN MICHAEL GREENFELD
CHASE D CONTI
KALEIGH ANN PRICE
ROBERT H. WYCHE
SAMANTHA Spitzer Sheetz
Alex Glenn Hendrickson
Shea Anthony Waldron
Bryan Patrick Waldron
Nicholas Kyle Koury
Stephen Kajmo
Nicholas Alexander Colaizzi
Madison T Daggett
William August Groom
Mary Elizabeth Keegan
LINDSAY WILCOX
Noah Bushlow
Andrew William Steigerwald
Tyler Mock
KEVIN MICHAEL SEARFOSS
CARMEN JOSEPH PALMIERI
ALI CHERI SWART
Andrew David Kuzemchak
Wade Richard Rashilla
Brent Meilinger
CLAUDIA BALLA
ROBERT JAMES MAINELLO
Devin Burgess
AARON GABRIEL MARKS
MEGAN M CHICONE
JOSEPH ANTHONY TABAKA
LOREN PAUL FIFFIK
DAVID ANTHONY GRAVER
CHARLES THOMAS ZIANTS
ZACHERY STEVEN SAUNDERS
Richard Jerome Wingertsahn
Matthew J Kimmich
GREGORY JOSEPH WEIMER
BRIAN WILLIAM RIPLEY
NATHAN RYAN GARCIA
Stephanie G Bogden
NEIL PATRICK RONGAUS
CHARLES ROBERT ZUZAK
SCOTT MICHAEL ROGOWICZ
BRANDON CHRISTOPHER CORLETT
Nicklaus Anthony Proud
Corey Eric Taylor
KATHERINE MARY MONTAGAZZI
MORGAN CHRISTOPHER LEE
JACKSON ARTHUR ELIZONDO
GREGORY JOSEPH WEIMER
Jared Nicholson
Dylen Joseph Roberts
MICHAEL THOMAS TOUSCANY
CHARLES KOLIAS
KURT EDWARD KIMMICH
PAUL LEONARD FREY
WILLIAM RICHARD WINKELER
Melissa Alice Pirosko
Eric William Montgomery
STEVEN R HYKES
Kristian Xenophon Karidis
NANCY E. BENNETT
DAVID LEE SMITH
Derek D. Finney
ROBERT WILLIAM FEYCHE
Michael Robert Reimer
JOSIAH DAVID HOFFMAN
ALEX MORGAN FEYCHE
BRADLEY ADAM THOMPSON
CLAYTON WALKER WILKIN
THANDI CLEMENTS
SARAH K CRISPIN-THOMAS
Troy Angelo Schall
Stephen James Warcholak

Within 25 miles of Plum, PA, Best Investors lists 252 registered investment advisory firms with 754 offices nearby, managing about $18.1T in combined regulatory AUM across 3,264,061 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 Plum

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 MELLON INVESTMENTS CORPORATION $874B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM