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Best financial advisors in Plymouth Valley, PA

Registered advisers within 25 miles of Plymouth Valley, PA.

Offices
1,972
Firms
745
Combined AUM
$45.3T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,586,466 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
PAYNE CAPITAL MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NORTHSTAR FINANCIAL COMPANIES, INC.
CETERA INVESTMENT ADVISERS LLC
ARIN RISK ADVISORS LLC
PFS INVESTMENTS INC.
MAIN STREET FINANCIAL SOLUTIONS, LLC
KITCHING PARTNERS, LLC
WEALTHFD
PFH CAPITAL, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
JFS WEALTH ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
FOUNDATION CAPITAL MANAGEMENT, LLC

Investors

VIVIANNA Hwang
Margaret Ann Barker
James Joseph Barker
Elizabeth Rose Barker
Aaron Dessen
CHRISTOPHER ROBERT PAYNE
ROBERT JOSEPH PAYNE
JAMES PATRICK KARTHAUS
Thomas Venute Christopher
JULIA MEGAN RANDALL
Thomas Tuskey
Gavin B King
STEVEN BRIAN GIRARD
GLENN ALFRED WILLIAMS
Joshua Grimes-Avery
STEPHEN ROBERT SHARKEY
Thomas Paul Brennan
RYAN MICHAEL BAILEY
LAWRENCE HOWARD LEMPERT
JOSEPH JOHN DESIPIO
RAYMOND ROBERT BYRNES
ANTHONY TIMET
CARA RENEE PUCCIO
ROBERT PAUL KARR
Mark Anthony Gombita
Gregory Dob
STEPHEN RICHARD KITCHING
NICHOLAS NEILIO
Allison M Kade
VICTORIA RACHEL ABAEV
Rose DeFrank
Joseph Benjamin Hogan
Ryan DiFabrizio
MARK BRIGGS DUDYCHA
MATTHEW BRADLEY REPKO
Adam Richard Etzel
THOMAS A FOGLIA
RYAN DAVID WIZOV
SHAWN CHRISTOPHER SMITH
DIANE MARIA BERNHARD
KENT D KEITH
BARRY W MCCARTHY
Salvatore Alfano
SETH PHILIP GANSMAN
DANIEL MITCHELL
RANDY SCOTT PLUDO
CHARLES JOSEPH MINNICH
MICHAEL FRANCIS NATALE

Within 25 miles of Plymouth Valley, PA, Best Investors lists 745 registered investment advisory firms with 1,972 offices nearby, managing about $45.3T in combined regulatory AUM across 3,586,466 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 Plymouth 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