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Best financial advisors in Ruffs Dale, PA

Registered advisers within 25 miles of Ruffs Dale, PA.

Offices
312
Firms
104
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,763,866 clients when Item 5C has a number
Avg / client
$4.75M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LINCOLN INVESTMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
JANNEY MONTGOMERY SCOTT LLC
PNC WEALTH MANAGEMENT LLC
OSAIC WEALTH, INC.
COVINGTON INVESTMENT ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITABLE ADVISORS, LLC
LANGE FINANCIAL GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
POPA FINANCIAL SERVICES, INC.
KEY INVESTMENT SERVICES LLC
CITIZENS SECURITIES, INC.

Investors

Britney Riana Hollick
Nestor Lutsiv
CYNTHIA LYNN EGAN
DAVID YLAYA PENSYL
Conor McKenzie
BERNARD JOHN LYNCH
CHRISTOPHER ANDREA MERLO
Samuel Noah Silverberg
James Bernard
ALEXANDER LAWRENCE LETIZIA
MICHAEL PATRICK REESE
MELINDA BEAUFORT VARGULISH
Christopher Anthony Shaffer
CHASE Franklin ALCORN
Cole Russell Fiore
JOHN LOUIS FIORE
James Jeffrey Dornan
JOHN YEE
Ryan Michael Jones
Thomas Joseph McAneny
MELANIE ANN BUCHAN
JACK EDWARD DRISCOLL
PATRICK R. WALLACE
CINDY JONES
Nick Michael Allen
Colten McCutcheon
Jacob Devlin
Nicholas JAMES Zapatka
DANIEL JOSEPH ROCCO
LINDSEY VALEN WEDNER
JAMES M LANGE
DOMINIC JOHN BONACCORSI
JENNIFER Ann HALL
Michael Edward Long
STEVEN TRUMAN KOHMAN
THOMAS MARK WALSH
ALAN JOHN POPA
THEODORE FEITT
DAVID RAYES GONZALES

Within 25 miles of Ruffs Dale, PA, Best Investors lists 104 registered investment advisory firms with 312 offices nearby, managing about $13.1T in combined regulatory AUM across 2,763,866 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 Ruffs Dale

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM