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Best financial advisors in Spring Glen, PA

Registered advisers within 25 miles of Spring Glen, PA.

Offices
110
Firms
42
Combined AUM
$5.71T
Firm-wide filings, not assets booked only here
Clients
1.10M
1,101,744 clients when Item 5C has a number
Avg / client
$5.18M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
AMERITAS ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
GT WEALTH LLC
COMMONWEALTH FINANCIAL NETWORK
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OPPENHEIMER & CO. INC.
FOUNDERS FINANCIAL SECURITIES LLC
EDWARD JONES
ECON WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
DVB PRIVATE WEALTH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.

Investors

MICHAEL GARFIELD TOBASH
Ryan Boyer
PHILLIP ROBERT PALANZO
Alexander William Tyson
THOMAS HENRY GARLIC
THOMAS E POLTERSDORF
MARTIN DALE YOCUM
MICHAEL CONSTANTINE VALUDES
HAROLD HINNERSCHIETZ
JAY GLENN GREEN
JAMES E MARCONIS
MICHAEL CHRISTOPHER DICKSTEIN
THOMAS EDWARD GERHART
Michael Shott
STEVEN RICHARD ECONOMOPOULOS
Brian Nicholas Zellers
Jacob C Artz
Ryan Robert Troup
Cole Miller
KATHERINE ELIZABETH WENTLING
Cheryl Lori Batdorf
Willie Russell Sawyers
MATTHEW JOHN BARKET
KERIN EDWARD FOLEY
Edward Michael Thomas
Gavin Harrison Flowers
THOMAS EVAN ZEWE
FREDERIC CASSIVI
Nathan Lowrie
DAVID JEFFERY MARTIN

Within 25 miles of Spring Glen, PA, Best Investors lists 42 registered investment advisory firms with 110 offices nearby, managing about $5.71T in combined regulatory AUM across 1,101,744 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 Spring Glen

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