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Best financial advisors in Spring Grove, PA

Registered advisers within 25 miles of Spring Grove, PA.

Offices
193
Firms
67
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
1.10M
1,097,258 clients when Item 5C has a number
Avg / client
$9.19M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PSI CAPITAL MANAGEMENT
FINANCIAL ADVISORY SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
SCOTT FINANCIAL RESOURCES LLC

Investors

Michelle Quinn
RYAN ROOS CALIFORNIA
JAMES WAYNE ROBINSON
RYAN THOMAS LOGUE
SEAN LOGUE
Connor Quinn
Jack Edward Armstrong
JASON PATRICK THORNE
KATHY DENISE DEMPSEY
JAMES WILLIAM SEILER
BENJAMIN PAUL SHEPPARD
PAMELA GETNER
BRIAN CRIST
GAYLE SUZANNE DELONG
BENJAMIN PANG
DOUGLAS WILLIAM KOSTER
JOSHUA ALLEN SHAPPELL
NATHAN KELLER
Josiah Thomas Williams
CHARLES SWOPE
ELENA A KUZNETSOVA
SARAH ASHLYN CLARK
GEMMA MARIE BOYCE
ELLEN ELIZABETH BOYCE
Michael Joseph Lindsey
Elizabeth S Johnides
Luke Tyler Austin
Cynthia Ann Fremont
Cindy McClintic
Eric Walker
Mary Syron
John Bennett Vonnes
BRIDGET DARCY
PAUL DAVID HEFFELFINGER
MARK JOSEPH RIGGS
DOUGLAS ALLEN BECKER
Benjamin Hunter Shaw
THOMAS EDWARD HOUCK
SEAN CHRISTOPHER HUSTON
KEVIN THOMAS BYERS
HEATHER LYNNE BAER
Travis Michael Scott

Within 25 miles of Spring Grove, PA, Best Investors lists 67 registered investment advisory firms with 193 offices nearby, managing about $10.1T in combined regulatory AUM across 1,097,258 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 Grove

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM