Best financial advisors in S Montrose, PA

Registered advisers within 25 miles of S Montrose, PA.

Offices

91

Firms

38

Combined AUM

$8.95T

Firm-wide filings, not assets booked only here

Clients

1.18M

1,178,165 clients when Item 5C has a number

Avg / client

$7.59M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

4700 VESTAL PARKWAY EAST
VESTAL, NY 13850

20.8 miles away

MORGAN STANLEY

50 Front Street
BINGHAMTON, NY 13905

20.8 miles away

MUTUAL CAPITAL INVESTMENT ADVISORS, LLC

41908 ROUTE 6
WYALUSING, PA 18853

20.9 miles away

LPL FINANCIAL LLC

68 EXCHANGE ST.
BINGHAMPTON, NY 13901

EQUITABLE ADVISORS, LLC

1207 NORTH ABINGTON ROAD
WAVERLY, PA 18471

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

2 COURT ST
BINGHAMTON, NY 13901

WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.

49 Court St, Suite 170
Binghamton, NY 13901

LPL FINANCIAL LLC

4481 VESTAL PARKWAY
VESTAL, NY 13850

21.1 miles away

STIFEL, NICOLAUS & COMPANY, INCORPORATED

122 STATE STREET, FIRST FLOOR
BINGHAMTON, NY 13901

21.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

125 Main St
Binghamton, NY 13905

21.3 miles away

FAITHWARD ADVISORS, LLC

4100 Vestal RD STE 105
Vestal, NY 13850

21.3 miles away

FAITHWARD ADVISORS, LLC

4100 Vestal Road, Suite 105
Vestal, NY 13850

21.3 miles away

S.E.E.D. PLANNING GROUP, LLC

31 LEWIS STREET SUITE 401
BINGHAMTON, NY 13901

21.3 miles away

LPL FINANCIAL LLC

3460 VESTAL PKWY E
VESTAL, NY 13850

21.4 miles away

LPL FINANCIAL LLC

331 WATER STREET
BINGHAMTON, NY 13901

21.5 miles away

KEY INVESTMENT SERVICES LLC

2531 Vestal Parkway East
Vestal, NY 13850

21.5 miles away

EDWARD JONES

1901 VESTAL PKWY E SUITE 5
VESTAL, NY 13850-1957

21.6 miles away

OSAIC WEALTH, INC.

1708 VESTAL PKWY E
VESTAL, NY 13850-1832

21.6 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1550 VESTAL PKWY E STE B
VESTAL, NY 13850

21.6 miles away

THE ROBERT J. WILKES PLANNING FORUM

32 WEST STATE STREET SUITE 211
BINGHAMTON, NY 13901-2335

21.7 miles away

Firms

LPL FINANCIAL LLC

MUTUAL CAPITAL INVESTMENT ADVISORS, LLC

EQUITABLE ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STATE FARM INVESTMENT MANAGEMENT CORP.

FAITHWARD ADVISORS, LLC

S.E.E.D. PLANNING GROUP, LLC

KEY INVESTMENT SERVICES LLC

OSAIC WEALTH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

THE ROBERT J. WILKES PLANNING FORUM

Investors

KEVIN KLINGBEIL

JOHN FARRELL BORDAGES

MICHAEL R COSTANTINO

LISA C PHILLIPS

Payton L Villecco

LORETTA M MACGARGLE

DONALD F EURILLO

DIANE MARIE LEARD

KATHLEEN ANN NEIL

JOHN RAYMOND MOSES

FREDERICK GENE COSTANTINO

D. MARK MACGARGLE

JOANNE ELIZABETH JOHNSON

STEVEN MATTHEW DERIANCHO

Glenn C Gaydorus

MATTHEW THOMAS WASSER

PATRICIA L PAPPAS-O'DAY

KAY ROZELLE MATHIAS

ROBERT W GARBADE

Alexis M George

James S Freeman

Joseph PETER Zuber

MARY BETH DEPALMO GEORGE

ARMOND RICHARD GEORGE

EDWARD PETER YETSKO

Brianna Leah Sternkopf

MICHAEL VAN HOUSEN

MARTIN DEYO LAWSON

ERIN CATHERINE BRADY

LISA ROSE ANDERSON

John David Karluk

PAUL DAVID BROWN

WALTER BRIAN GIRNIS

Caitlyn Urgiles

ADEEB CHOWDHURY

KERSTIN MARIE DRISCOLL-WITT

HANNAH EVA BURCHELL

Jacob Andrew Martin

Quinlan Thomas Ingraham

Nicholas Anthony Ippolito

BRADLEY SCOTT EATON

JEFFREY PAUL CHASE

JESSICA RUTH BLAKE

Alex James Ierardi

JEFFREY PATRICK RICCHIUTI

KEVIN JAMES DUKE

WILLIAM JEROME REYNOLDS

MICHAEL ANDREW RABIDEAU

Kevin Charles Vestel

VICKI LOUISE BEVIN-HUTCHINSON

JOSEPH DAVID LIPSITZ

JENNIFER MARY RYBA SPURGAS

Thomas Christopher Hurd

JONATHON LESTER MYERS

KEVIN W KIRCHHEIMER

BRIAN JAMES DERRY

STEPHANIE M KILB

ROBERT JAMES WILKES

Within 25 miles of S Montrose, PA, Best Investors lists 38 registered investment advisory firms with 91 offices nearby, managing about $8.95T in combined regulatory AUM across 1,178,165 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 S Montrose

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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM