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Best financial advisors in Shartlesville, PA

Registered advisers within 25 miles of Shartlesville, PA.

Offices
184
Firms
73
Combined AUM
$9.88T
Firm-wide filings, not assets booked only here
Clients
1.37M
1,365,684 clients when Item 5C has a number
Avg / client
$7.23M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
PRIVATE ADVISOR GROUP, LLC
WEALTH MANAGEMENT ASSOCIATES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.

Investors

NICHOLAS T STABILE
JACKSON TYLER STABILE
RONALD THOMAS STABILE
WILLIAM MICHAEL HORAN
David C. Doll
SUZANNE ANNETTE LAKE
Francesco Natale Mercuri
E LORI SMITH
Allen R Fidler
TYLER ROBERT SMITH
DAVID CHARLES LAUDEMAN
WILLIAM GEORGE HECKMAN
JEREMIAH MICHAEL SENSENIG
ROBERT J KLINGER
Sunshine Grace Newton
MICHAEL GARFIELD TOBASH
Ryan Boyer
Pamela Guers Palko
Melissa Valentine
Joanne Marie Laessig
LETIZIA JOSEPHINE CENTINI
DONALD ZWALLY HAVERSTICK
BRIAN SCOTT FISHER
ALLAN WAYNE CORNMAN
JEREMY DAVID HENN
LINDA HOBSON SCHWAB
ANGELO LAVENTURA
Jasten W Prutzman
Dustin Dakota Adam
JAY HOWELL MOYER

Within 25 miles of Shartlesville, PA, Best Investors lists 73 registered investment advisory firms with 184 offices nearby, managing about $9.88T in combined regulatory AUM across 1,365,684 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 Shartlesville

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