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Best financial advisors in Spruce Creek, PA

Registered advisers within 25 miles of Spruce Creek, PA.

Offices
107
Firms
47
Combined AUM
$9.64T
Firm-wide filings, not assets booked only here
Clients
1.63M
1,628,951 clients when Item 5C has a number
Avg / client
$5.92M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
VENN WEALTH & BENEFIT SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
KOOMAN & ASSOCIATES
PRINCIPAL SECURITIES, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
WEALTHKARE.COM, INC.

Investors

KIM MARIE FOGLE
COLIN JOSEPH BURNS
KAITLIN MARIE EBERHART
BRITTANY LEE MADDEN
Sarah Katherine Decker
KENNETH JOSEPH NOLL
LINDA R BURNS
Adam Michael Fogle
DONALD JOHN POPOVITCH
KENNETH OWEN DECKER
JOHN STEPHEN STANEK
TIMOTHY JAMES HOLTZ
MICHAEL EDWARD SCHULTZ
ROBERT JOHN KNOX
CHRISTIAN EDWARD HALAS
DAVID ROBERT NEUMANN
CHRISTOPHER MICHAEL DAVIS
Michael Robert Harris
Dana M Harris
JAMES EDWARD ELLIS
REBECCA A STEVENS
AMY BETH SELTZER
George John Biesinger
AMY LYNN DELAUTER
Justin Richard Best
STACY MARIE ANDERSON
KYLE W MOERSCHBACHER
Robert Statzell Krimmel
JEFFREY NICHOLAS STARKEY
KATHRYN KOOMAN STARKEY
Jackson Darius Boyer
ROBERT JAMES BECK
JESSE JOSEPH ICKES
JANET M SMITHBOWER
BARRY CHARLES CLAPPER
BRENDA LEE ECKENRODE
ROBERT MATTHEW BAINEY
TRAVIS MARSHALL MCCHESSNEY
NICHOLAS PAUL DE LONGIS
KIM MARIE SMITH
Paul Weimer
JULIE A LERCH
THOMAS LEROY WEIMER
PAUL JOSEPH DELONGIS
JAMES HOWARD CAMPBELL
BARRY THOMAS COMPTON
KAREN KOAST SCHRAFF
GEORGE FOUNTAIN STONE
Travis Allen Guthrie
Alicia Ann Dietrich
Scott Eric McKee
ELIZABETH ANN JOHNS
BRIAN UHLINGER
KIMBERLY ANN GILDEA
Katlin Webb
TAMMY G FRANK
BETH A MONAHAN
STEPHEN DENNIS BICKLEY
EDWARD JOSEPH MATOSZIUK
AMY LYNN BOGGS
ALBERT NASEEB MASOOD
MICHAEL JAMES LYKENS
LISA MINDELLE MANCINELLI
CHRISTOPHER JAY HEASTER
Cinnamon Ann Colony-Chatman
BRUCE JEHU SMITH
NATHAN JOHN CHATMAN
BRUCE JEHU SMITH
Elijah Charles Attlesperger
Stephen Paul Tidd

Within 25 miles of Spruce Creek, PA, Best Investors lists 47 registered investment advisory firms with 107 offices nearby, managing about $9.64T in combined regulatory AUM across 1,628,951 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 Spruce Creek

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM