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Best financial advisors in Pocono Summit, PA

Registered advisers within 25 miles of Pocono Summit, PA.

Offices
105
Firms
44
Combined AUM
$9.33T
Firm-wide filings, not assets booked only here
Clients
1.54M
1,535,815 clients when Item 5C has a number
Avg / client
$6.08M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
THURSTON SPRINGER ADVISORS
LPL FINANCIAL LLC
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
JANNEY MONTGOMERY SCOTT LLC
MML INVESTORS SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AE WEALTH MANAGEMENT, LLC
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Ashley Marie Bolton
MICHAEL JOSEPH CHELL
TROY HARVEY SMITH
Patrick Michael Boran
TERRY RAY SWARTZENTRUBER
TARIK HAMILTON EL-BASSIOUNI
NANCY F ROBILOTTA
Paola Andrea Gallego
LISA ANN CARDWELL
KEVIN C DONNELLY
SHARON ANN STARKES
Sean F Robilotta
PETER THOMAS JOSEPH
NICOLE O'MALLEY
JEFFREY THACHER WEEKES
TERRY RICHARD DANISH
JAMES ANDREWS DUNN
William Charles Newman
Robert James Tugend
SHAWN RICHARD SWARTZ
RYAN WILSON
Mark Santaniello
PETER MICHAEL BUTERA
DONALD LEE WALL
Alexander James Pucilowski
RICHARD KEARNEY
KEITH ROBERT KLEINMAN
TRACY A SMITHNOSKY
MICHAEL JOHN RICCI
CARMEN FERRANTI
MICHELE VICTORIA EDNOCK
TIMOTHY JOHN LAVELLE
MATTHEW ATIYEH
Armando Sallavanti
Anthony Pacheco Lima
KEVIN JOHN CANFIELD
JAMES JOHN OBOYLE
JOSEPH BERNARD MANLEY
John Nativo
Peter John Salvatori
Tyler Stephen Armillay
JOHN JOSEPH CARR
Christopher Paul Scalese
ROBERT PAUL KUDRICH
ROBERT GLENN SCHULTZ
JOSEPH MICHAEL ALU
Kathleen Jane Tatulli
Michael J. Papi
Zachary Kalinoski
BRYAN ADAM KUPCHIK
Brian Goldsack
Kyle A McCloe
SANDRA LEE HARPER
Francis Nockley
SUSAN AAGAARD WHITESELL
Steven E Jordan
Mandie Hendricks
JASON JAMES WOOD
LORI PIAZZA-TIMCHACK
WILLIAM LEWIS
MARISA MICHELLE LITWINSKY
KAREN D KRATZ
Eric Kumar
MARIANNE PATRICIA LYONS
BRYAN EUGENE BOYLE

Within 25 miles of Pocono Summit, PA, Best Investors lists 44 registered investment advisory firms with 105 offices nearby, managing about $9.33T in combined regulatory AUM across 1,535,815 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 Summit

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