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Best financial advisors in Shrewsbury, PA

Registered advisers within 25 miles of Shrewsbury, PA.

Offices
430
Firms
145
Combined AUM
$12.6T
Firm-wide filings, not assets booked only here
Clients
1.82M
1,824,466 clients when Item 5C has a number
Avg / client
$6.91M
Combined AUM ÷ clients

Nearby offices

Firms

AE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
BFC PLANNING, INC.
HOUSEMAN FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BROOKSTONE WEALTH ADVISORS, LLC
INVESTMENT RESEARCH CORP
LOMBARD ADVISERS INCORPORATED
ALPHASTAR CAPITAL MANAGEMENT

Investors

Curtis Austin Ilgenfritz
Crhistian Horacio Vasquez
Thomas J Baldwin
William Henry Allison III
LEONARD WILLIAM KAPLAN
CRISTINA MARIE STABLEY
JEFF ALAN NELSON
Michelle Rae Roeseke
Cole H Van Pelt
Brittany Coburn
VIRGINIA IRENE WOODS
JEFFREY ANDERSON ROGERS
Kathleen Houseman
Milton R Dodge
Matthew Francis Beard
F. JOSEPH FEENEY
Andrea M Morrison
DOUGLAS ALAN KING
DAVID JASON GARBER
JASON RAY WEBER
Katie Elizabeth Burton
RICK ADAM DANIELOWSKI
Eric R Faidley
WHITNEY SUSANNE BOWERS-MILLER
MICHAEL VANZANDT SUMMERS
PETER GRAHAM WILKINSON
STEPHEN HARLOWE PRINDLE
FRANK DOMINIC CORTO
LYNDSEY Marie MICHELSEN
David James Herbst
Wade G Williams
Justin Lee Pierce

Within 25 miles of Shrewsbury, PA, Best Investors lists 145 registered investment advisory firms with 430 offices nearby, managing about $12.6T in combined regulatory AUM across 1,824,466 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 Shrewsbury

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM