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Best financial advisors in Shohola, PA

Registered advisers within 25 miles of Shohola, PA.

Offices
40
Firms
17
Combined AUM
$4.80T
Firm-wide filings, not assets booked only here
Clients
894K
893,855 clients when Item 5C has a number
Avg / client
$5.37M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
CENTAURUS FINANCIAL, INC.
EDWARD JONES
ASCENT CAPITAL MANAGEMENT, INC.
LPL FINANCIAL LLC
PROSPERA FINANCIAL SERVICES, INC.
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.

Investors

Kelly Marie Fischer
Michael Joseph Krupa
Benjamin Chase Burkhardt
THOMAS F SPORER
CYNTHIA ANN GALLOWAY
Gordon Rhoads
Joseph W Adams
JONATHAN G SHEARD
Andrew Joseph Sheard
WILLIAM JAMES CARMODY
Holly Methfessel Ginas
PEGGY A. FARLEY
Edwin Rafael Molina
LINDA JANE BARRIGER
LORI CHRISTINE SIPOS
STEPHEN TYLER INGALLS
Joseph W Johnston
RYAN M NAMIOTKA
ALBERT PATRICK LOSCO
SHAWN RICHARD SWARTZ
KYLE JASON HAMER
Terence Gerard Wynne
Jason Perry
JACQUELINE OSBORNE
PANAGIOTIS TSILIOS
SUZANNE CECELIA TROIANO
NADIA EBANKS
VINCENT DOMINICK TROIANO
SURABHI SHARMA
Luis Ponce

Within 25 miles of Shohola, PA, Best Investors lists 17 registered investment advisory firms with 40 offices nearby, managing about $4.80T in combined regulatory AUM across 893,855 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 Shohola

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM