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Best financial advisors in Stevens, PA

Registered advisers within 25 miles of Stevens, PA.

Offices
376
Firms
142
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,744,121 clients when Item 5C has a number
Avg / client
$4.14M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
BRADLEY ADVISORY
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
HEARTHSTONE FINANCIAL GROUP
LPL ENTERPRISE, LLC
GOOD LIFE ADVISORS, LLC
OSAIC WEALTH, INC.

Investors

THEODORE WILLIAM CAROL
Brian Kenneth Asper
Robert Aaron Hostetter
Benjamin Hess Hagy
Zachary Lee Horst
RAYMOND PAUL BRADLEY
Amanda Jane Taylor Gehman
MATTHEW ALAN WILLIAMS
DOUGLAS ALLEN DARLING
HARRY RICHARD NEIDERMYER
Sarah Allison Darling
MARLIN G. MUSSER
Andrea Bacon
Leon E Horn
RYAN DANIELS
Kathryn Focht
GARY JAMES SNAVELY
ANTHONY JOSEPH MARTIN
AMY JO MARTIN
Tracy Lee Walter
PAUL KIT STETTER
Jessica Marie Voci
Shane Michael Landis
JOSEPH JOHN HOWE
Tyler Arthur Trettin
Christina M Gaston
DONALD LEE DOOLITTLE
SHELDON MARK BRUBAKER
Emerson Lee Paul
Stephen Jeffey Musser
Jennifer Marie Philbert
Ronald Jeffrey Burroughs
Thomas Edward McCrea
GERALD JOSEPH MCCREADY
Matthew Philip McKinney
Judith Wolcott Frantz
Timothy Weagley
JOHN LEWIS GOOD

Within 25 miles of Stevens, PA, Best Investors lists 142 registered investment advisory firms with 376 offices nearby, managing about $11.4T in combined regulatory AUM across 2,744,121 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 Stevens

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