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Best financial advisors in Shavertown, PA

Registered advisers within 25 miles of Shavertown, PA.

Offices
155
Firms
63
Combined AUM
$9.67T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,756,740 clients when Item 5C has a number
Avg / client
$3.51M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
RIGGS ASSET MANAGEMENT CO INC
PNC WEALTH MANAGEMENT LLC
CITIZENS SECURITIES, INC.
EDWARD JONES
&PARTNERS
MML INVESTORS SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PFS INVESTMENTS INC.
VICUS CAPITAL, INC.
CENTAURUS FINANCIAL, INC.
ASCO FINANCIAL GROUP, INC.
CLEMENTE INVESTMENT SERVICES LLC

Investors

VICTOR ERNESTO MATTHEWS
ARTHUR ERNEST BAIRD
Robert Joseph Graham
Dimitri David Gnall
SUSAN ADAMS SHOEMAKER
ROBERT HAMILTON GRAHAM
ELIZABETH BRIDGET GRAHAM
ALAN J COREY GLASSMAN
Adam Jeffrey Glassman
CAROLYN MARGARET RUIZ
DANIEL WILLIAM FUHR
Rachel Oberg
George Theodore Oberg
DAVID MICHAEL TARANTINI
ROBERT CLEMENTS GOVER
LISA DOROTHY PROBANSKI-BONITO
William Paul Walsh
RONALD F MEAD
Robert Allan Glycenfer
Adam Brian Bykowski
MARK JAMES CAREY
BARRY CHARLES KING
KEVIN SCOTT REST
DEREK CHRISTOPHER THOMPSON
MALO KEVIN LEE CARPENTER
DESMOND ANTHONY SCOTT
Claude Linus Hicks
Steven Gimont
RICHARD ALAN PASCOE
LAUREN PASCOE KAYRISH
MICKEY PATRICK DUDISH
MOHAMMED NAJIB
BREANNA MARIE KALINOWSKI
CHRISTINE LYNN Ambrose
BRIAN LEON KUHNS
REBECCA SOWA BARTUSKA
JOSEPH L MC DONOUGH
BRIAN E ZABRISKI
LINDA MARIE SUDA
PETER MICHAEL KIZIS
CHRISTIAN JOSEPH STOLTZ
BRENT WILLIAM MAKARCZYK
William Amesbury
Olivia Marie Casale

Within 25 miles of Shavertown, PA, Best Investors lists 63 registered investment advisory firms with 155 offices nearby, managing about $9.67T in combined regulatory AUM across 2,756,740 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 Shavertown

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM