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Best financial advisors in Rouzerville, PA

Registered advisers within 25 miles of Rouzerville, PA.

Offices
158
Firms
60
Combined AUM
$9.81T
Firm-wide filings, not assets booked only here
Clients
2.22M
2,224,135 clients when Item 5C has a number
Avg / client
$4.41M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
EDWARD JONES
MADISON AVENUE SECURITIES, LLC
LPL FINANCIAL LLC
UNITED BROKERAGE SERVICES, INC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CALTON & ASSOCIATES, INC.
LEGACY INVESTMENT STRATEGIES, LLC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
RBC CAPITAL MARKETS, LLC
CHARLES SCHWAB & CO., INC.
PLAN2RETIRE
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Jeremy Michael Jamison
Douglas Keller Nigh
Nathanael David Hanft
Mitchell Paul Belella
ADAM RUSSELL CLAYTON
Christopher Smith
JOHN MICHAEL HOSE
JOHN HAMMOND URNER
JOHN BREWSTER STEVENS
GREGORY DONALD OCKER
Donna Islay Nave-Perry
BECKY SUE LYNCH
DAVID MATTHEW COLLINS
Kelsi Shaun Munson
SHANE MICHAEL SMALL
BRANDI DANIELLE SMALL
KEGAN PHILLIP MURPHY
CORT FREDERICK MEINELSCHMIDT
John Holden Hershey
JOHN RAYMOND HERSHEY
LAURA SPESSARD HERRERA
Catharine Glenn Weber
JENNIFER REBECCA BRANDENBURG
GRETCHEN MARIE GAWLER
GERALD WAYNE SPESSARD
THOMAS JAMES ROCCOGRANDI
Austin Blane Kelly
JEFFREY ALAN BOWERS
CHRISTOPHER ROBERT SABATINO
Daniel Stauffer
JEREMY FRANK DOUGLAS

Within 25 miles of Rouzerville, PA, Best Investors lists 60 registered investment advisory firms with 158 offices nearby, managing about $9.81T in combined regulatory AUM across 2,224,135 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 Rouzerville

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM