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Best financial advisors in Pocono Lake, PA

Registered advisers within 25 miles of Pocono Lake, PA.

Offices
148
Firms
57
Combined AUM
$9.64T
Firm-wide filings, not assets booked only here
Clients
2.58M
2,584,398 clients when Item 5C has a number
Avg / client
$3.73M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIZENS SECURITIES, INC.
EAGLE STRATEGIES LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
FARTHER
LEWIS ASSET MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
THURSTON SPRINGER ADVISORS
LPL ENTERPRISE, LLC
BLACKRIDGE ASSET MANAGEMENT, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
PARK AVENUE SECURITIES LLC

Investors

JOYCE MARY ROSE HOBAN
ALICIA MARIE ROBACK
Joseph Hamoui
CHARLES GAROFALO
JOSIAH GRAUSO
RALPH ANTHONY GRAUSO
KEVIN N KENDALL
ROBERT CARL ORBIN
CARLA CHRISTINE JAGODZINSKI
Sean Christopher Rooney
Susan Dantona Jolley
MICHAEL LEO JORDAN
PATRICK CHARLES GOLDEN
COREY CHARLES GOLDEN
MARK PHILLIPS
ERIC PAUL APOSHIAN
Eric A Rivera
CHRISTOPHER YURKANIN
TERRY RICHARD DANISH
ROBERT RANDALL SWANK
SCOT BRIAN AHEARN
RUSSELL LEE GOODMAN
MARK JOHN KATARSKY
EDWARD JOSEPH KATARSKY
Joseph P Krugel
KEVIN JOSEPH KRUGEL
Dillan Thomas Foley
MELISSA FUTCH
ROBERT LOUIS ROSENBERG
CHAD ANTHONY LOJEWSKI
ROBERT E MALONEY
Michael Guldin
JAMES D MURPHY
EVAN P MURPHY

Within 25 miles of Pocono Lake, PA, Best Investors lists 57 registered investment advisory firms with 148 offices nearby, managing about $9.64T in combined regulatory AUM across 2,584,398 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 Pocono Lake

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM