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Best financial advisors in South Newton, PA

Registered advisers within 25 miles of South Newton, PA.

Offices
95
Firms
42
Combined AUM
$9.56T
Firm-wide filings, not assets booked only here
Clients
1.66M
1,664,633 clients when Item 5C has a number
Avg / client
$5.74M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
NEWEDGE ADVISORS
CWM, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ALLIANCE FINANCIAL
MORGAN STANLEY
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.

Investors

PHYLLIS ANN NYE
ROBERT JUDE RUSSOLI
JARRED TODD KNOTT
Jacob Robert Oakman Barling
William James Graham
Michael Joseph Eicher
WILLIAM DAVID LAPE
GREG LESLIE MCMULLEN
ASHLI MARIE LEHMAN
Scott Ashley Rucki
Austin Tanner Bush
TODD BRIAN FOGELSANGER
SHELLEY J EICHELBERGER
Michael Adrian Cornfield
STEPHANIE LYNN BAITY
LESLIE ORNER HARTMAN
CORY J MELCHIOR
JOHN WILLIAM CARBAUGH
DAVID KANE METZ
GREGORY ALLEN LUNDE
Sheila Rae Hunter
MICHAEL EUGENE SHOPE
JACOB HOFFACKER
RICHARD MALCOLM MORRIS
SCOTT MICHAEL BECHTOLD
PATRICK LEE WILLIAMS
DAVID CHESTER MCALISTER
BRADLEY ALAN MENTZER
CHRISTOPHER S WEBER
Steven Jumper
TROY HARVEY LANDIS
Collin C Cook
THOMAS JOHNSON PAUP
Darwin Smith

Within 25 miles of South Newton, PA, Best Investors lists 42 registered investment advisory firms with 95 offices nearby, managing about $9.56T in combined regulatory AUM across 1,664,633 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 South Newton

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