Best financial advisors in Portland, PA

Registered advisers within 25 miles of Portland, PA.

Offices

183

Firms

70

Combined AUM

$9.64T

Firm-wide filings, not assets booked only here

Clients

1.70M

1,696,552 clients when Item 5C has a number

Avg / client

$5.68M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

550 MAIN STREET
STROUDSBURG, PA 18360

LPL FINANCIAL LLC

16 S 7TH ST, 2ND FLOOR
STROUDSBURG, PA 18360

MORGAN STANLEY

701 MAIN STREET 501 5TH FLOOR
STROUDSBURG, PA 18360

AMERIPRISE FINANCIAL SERVICES, LLC

744 Main St Ste 200
Stroudsburg, PA 18360

PNC WEALTH MANAGEMENT LLC

101 MANSFIELD STREET
BELVIDERE, NJ 07823

CITIZENS SECURITIES, INC.

814 MAIN ST MAILSTOP: 18U-0026
STROUDSBURG, PA 18360

STATE FARM INVESTMENT MANAGEMENT CORP.

912 Main St Ste 103
Stroudsburg, PA 18360

PRIVATE ADVISOR GROUP, LLC

907 MAIN STREET, SUITE 102
STROUDSBURG, PA 18360

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

ONE WASHINGTION STREET
East Stroudsburg, PA 18301

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

ONE WASHINGTON STREET
EAST STROUDSBURG, PA 18301

GREAT VALLEY ADVISOR GROUP, LLC

110 Pennsylvania Ave, Ste 101
Bangor, PA 18013

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

136 S. 1st Street
Bangor, PA 18013

LPL FINANCIAL LLC

1301 HOPE BRIDGEVILLE RD
HOPE, NJ 07844

PFS INVESTMENTS INC.

112 N COURTLAND ST STE 4 & 5-C
EAST STROUDSBURG, PA 18301

PFS INVESTMENTS INC.

112 N COURTLAND ST STE 4 & 5-A
EAST STROUDSBURG, PA 18301

LPL FINANCIAL LLC

337 CLAY AVENUE
STROUDBURG, PA 18360

VICUS CAPITAL, INC.

1286 N 9th St
Stroudsburg, PA 18360

PNC WEALTH MANAGEMENT LLC

119 Municipal Dr
EAST STROUDSBURG, PA 18302

LPL FINANCIAL LLC

40 S BROADWAY
WIND GAP, PA 18091

11.3 miles away

BROOKSTONE CAPITAL MANAGEMENT LLC

3355 Route 611, Suite 5
Bartonsville, PA 18321

11.4 miles away

Firms

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

PNC WEALTH MANAGEMENT LLC

CITIZENS SECURITIES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

PRIVATE ADVISOR GROUP, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

GREAT VALLEY ADVISOR GROUP, LLC

PFS INVESTMENTS INC.

VICUS CAPITAL, INC.

BROOKSTONE CAPITAL MANAGEMENT LLC

Investors

William Charles Newman

JAMES ANDREWS DUNN

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

TROY HARVEY SMITH

Patrick Michael Boran

LAURA KRISTINE SANTELLI

Jeremiah Tyler Clarke

Michael Phillip Peterson

MELISA D. B. MERSINI

MARY BETH B DONAS

KEVIN PATRICK YURKO

JEFFREY M MUTCHLER

DAVID MICHAEL DAHAN

Ashley Marie Bolton

MICHAEL JOSEPH CHELL

TIMOTHY N YOUNG

JOHN ANTHONY GISOLFI

Kurt Ryan Kowalski

JOSEPH JAMES PROSCIA

STEVEN KEITH LYONS

SARAH ALEXANDRA KAYAL

ROCCO STIGLIANO

DARLENE FAYE DOTY

CHRISTOPHER CLEAVER

MATTHEW DAVID BIRNBAUM

YVONNE LESLIE REITEMEYER

SHAWN RICHARD SWARTZ

ROBERT CHARLES SCHUBERT

CHARLES GAROFALO

Within 25 miles of Portland, PA, Best Investors lists 70 registered investment advisory firms with 183 offices nearby, managing about $9.64T in combined regulatory AUM across 1,696,552 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 Portland

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