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Best financial advisors in Shocks Mills, PA

Registered advisers within 25 miles of Shocks Mills, PA.

Offices
526
Firms
158
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.79M
2,786,732 clients when Item 5C has a number
Avg / client
$4.07M
Combined AUM ÷ clients

Nearby offices

Firms

LIFEGUIDE FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
STEWARDSHIP ADVISORS, LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
WATCHTOWER WEALTH MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
RKL PRIVATE WEALTH

Investors

Brian John Wayne
DAVID ISAAC LUTZ
MICHAEL ROBERT HANDSHEW
Tyler John Parmer
Nathaniel Lawrence Miller
Patricia Bender
WILBUR LEE SHERTZER
Jay Kevin Kready
JOHN CHARLES SIMKINS
LEANNE L FEE
MARK ALLEN BRINSER
Zachary Scott Drescher
Benjamin Andrew Writer
Logan David Kready
THOMAS EDWARD TALBOTT
MICHAEL SEAN MORAN
JARED ALAN HIGH
Ted Joseph Williams
Abby Lynn Henry
CRAIG PAUL ROTHSTEIN
JULIE RENEE BORTNER
LOIS VANMETER BAKER
EDWARD ALBERT THOMAS
REBEKKA MAE SWANIGAN
ANGIE RAE KLEIN
Solomon Michael Becker
KENNETH SHEDLESKI
ROBERT JOHN CLEARY
ANDREW KIRBY BARRICK
Scott A Wilson
ROBERT R LLOYD
JAMES K LEHMAN
JACOB DANIEL MENDOZA
Marisa Chelane DeHoff
Alexis Madeline Dettinger
Cole M Brillhart
Jeffrey Darrell Reynolds
SCOTT MICHAEL STEPHAN
MATTHEW JAMES WILSON
Nakhaiya R Jacobs
Wai Ka Au
R GLENN ROWLAND
EDWARD RUSSELL FROME
Lisa Sharp McHenry
DAVID MICHAEL MORAIS
Michael Steven Miller
SCOTT DAVID EHRIG
JERE C WISE

Within 25 miles of Shocks Mills, PA, Best Investors lists 158 registered investment advisory firms with 526 offices nearby, managing about $11.3T in combined regulatory AUM across 2,786,732 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 Shocks Mills

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