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Best financial advisors in Pocono Pines, PA

Registered advisers within 25 miles of Pocono Pines, PA.

Offices
124
Firms
54
Combined AUM
$9.65T
Firm-wide filings, not assets booked only here
Clients
1.63M
1,628,275 clients when Item 5C has a number
Avg / client
$5.93M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
FRAZIER WEALTH MANAGEMENT
BROOKSTONE CAPITAL MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
THURSTON SPRINGER ADVISORS
VICUS CAPITAL, INC.
PRIVATE ADVISOR GROUP, LLC
PFS INVESTMENTS INC.

Investors

Alex Howe
MICHAEL ADAM SAVAGE
TONY AARON TESSITORE
RON L FRAZIER
Joseph Hamoui
CHARLES GAROFALO
JOSIAH GRAUSO
RALPH ANTHONY GRAUSO
JEFFREY MICHAEL RYAN
KEVIN N KENDALL
TORIE JAMES YODER
HAROLD EDWARD HAGY
MATTHEW JOHN FIELD
MARK JOSEPH ZAKOSKI
TERRY RICHARD DANISH
JOHN WILLIAM LEWIS
YVONNE LESLIE REITEMEYER
Travis Mattson
MATTHEW DAVID BIRNBAUM
MELISA D. B. MERSINI
MARY BETH B DONAS
KEVIN PATRICK YURKO
JEFFREY M MUTCHLER
DAVID MICHAEL DAHAN
Jeremiah Tyler Clarke
Michael Phillip Peterson
ROCCO STIGLIANO
David Colon
DARLENE FAYE DOTY
CHRISTOPHER CLEAVER

Within 25 miles of Pocono Pines, PA, Best Investors lists 54 registered investment advisory firms with 124 offices nearby, managing about $9.65T in combined regulatory AUM across 1,628,275 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 Pines

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