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Best financial advisors in Schoeneck, PA

Registered advisers within 25 miles of Schoeneck, PA.

Offices
373
Firms
141
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,744,034 clients when Item 5C has a number
Avg / client
$4.11M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CREATIVEONE WEALTH, LLC
J.P. MORGAN SECURITIES LLC
G&H INVESTMENTS
GOOD LIFE ADVISORS, LLC
HIGHTOWER ADVISORS, LLC
OSAIC WEALTH, INC.
LPL ENTERPRISE, LLC
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

TIMOTHY A SHEEHAN
ANDREW JAMES STRAUSS
TAJAI F SMITH
DIANE LOUISE KRIDLER
Stephen Alexander Biers
LETIZIA JOSEPHINE CENTINI
Michael Joseph Murphy
ANDREW STEVEN HEIFER
Matthew Arnold
Michael A Affigne
DONALD RICHARD GROSS, JR.
DANIEL JENNINGS
JEFFREY B HARTMAN
KEVIN MICHAEL CAVANNA
BRIAN DOUGLAS TRAINER
JAMES BERNARD POOLE
COURTNIE ELIZABETH GRAY
CHRISTOPHER N NEEDS
Woodrow Wilson McGill
CHRISTOPHER CARL WHITCOMBE
Pierce A Giancaterino
NOAH HARRIS BROOKS
William McCanney
Benjamin Smith
KEVIN LAMSON
RANDALL JOSEPH INTERRANTE
STEVEN ROBERT MCNABB
Sarah Popovich
DONALD ZWALLY HAVERSTICK
BRIAN SCOTT FISHER
JOSEPH ANTHONY PANCERELLA
TIMOTHY ALBERT RUDY
MARK A STONE
MaryElizabeth Irene Stone
TIMOTHY ANDREW MOGFORD
Brianna Garber
STEPHEN JOSEPH KACH
Jodi Lynn Bukowski
Steven Thomas Hofmann
STEVE H REITER

Within 25 miles of Schoeneck, PA, Best Investors lists 141 registered investment advisory firms with 373 offices nearby, managing about $11.3T in combined regulatory AUM across 2,744,034 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 Schoeneck

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM