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Best financial advisors in Pricedale, PA

Registered advisers within 25 miles of Pricedale, PA.

Offices
563
Firms
205
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,941,093 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ADVICE & PLANNING SERVICES LLC
EDWARD JONES
STONEX ADVISORS INC.
CETERA INVESTMENT ADVISERS LLC
OSAIC INSTITUTIONS, INC.

Investors

BRIAN S WINFIELD
MEGAN M CHICONE
CHRISTOPHER ANDREA MERLO
BRYAN DOUGLAS BOUGHER
Nicholas JAMES Zapatka
JACK EDWARD DRISCOLL
DONALD THOMAS FETSKO
MAX RICHARD HOUSE
ROGER WILLIAM KNOUSE
Christina Marie Bryner
RYAN DOUGLAS NAUGLE
Lance Blaine Burgert
JANINE HEATHER BUTTERFIELD
ERIC MICHAEL LUCKEY
THOMAS MARK WALSH
SCOTT D PRITCHARD
DANIEL JOSEPH ROCCO
THOMAS ALLEN DICKEY
Anthony Capotosto
MICHAEL WILLIAM DOWLING
JOSEPH DANIEL MALEGO
Krysta Lynn Cornelison

Within 25 miles of Pricedale, PA, Best Investors lists 205 registered investment advisory firms with 563 offices nearby, managing about $17.2T in combined regulatory AUM across 2,941,093 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 Pricedale

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 MELLON INVESTMENTS CORPORATION $874B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM