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Best financial advisors in Richlandtown, PA

Registered advisers within 25 miles of Richlandtown, PA.

Offices
732
Firms
233
Combined AUM
$15.0T
Firm-wide filings, not assets booked only here
Clients
2.79M
2,789,327 clients when Item 5C has a number
Avg / client
$5.39M
Combined AUM ÷ clients

Nearby offices

Firms

CENTAURUS FINANCIAL, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRIAD WEALTH PARTNERS, LLC
DSC FINANCIAL ADVISORS, LTD.
BANCROFT CAPITAL, LLC
BARRISTER
COMMONWEALTH FINANCIAL NETWORK
FORVIS MAZARS WEALTH ADVISORS, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
MML INVESTORS SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
GLEN EAGLE ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

LESLIE BETH ROBERTS
Nastassia Victorovna Pogrebniak
CHRISTOPHER CULLEN YETTER
Matthew Michael D'Elia
WILLIAM JOSEPH SIFER
CHARLES CLAUDE WEEKS
SEAN MICHAEL COOK
David Rucki
BRIAN MARK STIGLIANO
KATHLEEN MARIE BALTRA
CAULDON DEAN QUINN
GLENN DAVID MEYER
CORY SCOTT MEYER
ERIC BRUCE FELT
SUSAN ELIZABETH GRESS
MICHAEL TEIZO GALLAGHER
KATHLEEN MARIA REESE
THOMAS ROBERT KEREST
DOUGLAS KARL HEIL
JAY S LIPSCHUTZ
LUIS SARMIENTO
John Joseph Kayser
PETER SCHOENENBERGER
MICHAEL ROBERT SOLOMON
FRANK CAMERON FISCHER
Rajpreet Saran
Patrick KIERAN Tierney
Maria Irene McKeon
Allan James Sanford
Kevin Douglas Budds
Michelle ELIZABETH Bartosik
EMMA VIRGINIA CAREY
MARA MILLER
Allan R Samilow
EVAN STUART KENDIS
Ty D Stepner
Laura Anne Osifchin
Lois M Tubbs
FRANCIS PATRICK SCALLY
PATRICK JAMES BUZBY
ALYSSA S FIELDING

Within 25 miles of Richlandtown, PA, Best Investors lists 233 registered investment advisory firms with 732 offices nearby, managing about $15.0T in combined regulatory AUM across 2,789,327 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 Richlandtown

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM