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Best financial advisors in Stewartstown, PA

Registered advisers within 25 miles of Stewartstown, PA.

Offices
460
Firms
157
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
1.42M
1,418,812 clients when Item 5C has a number
Avg / client
$8.64M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
BFC PLANNING, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
HOUSEMAN FINANCIAL LLC
BROOKSTONE WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LOMBARD ADVISERS INCORPORATED

Investors

Milton R Dodge
Matthew Francis Beard
Michelle Rae Roeseke
Cole H Van Pelt
JEFFREY ANDERSON ROGERS
CRISTINA MARIE STABLEY
JEFF ALAN NELSON
Curtis Austin Ilgenfritz
Crhistian Horacio Vasquez
Thomas J Baldwin
William Henry Allison III
LEONARD WILLIAM KAPLAN
Brittany Coburn
VIRGINIA IRENE WOODS
Kathleen Houseman
Eric R Faidley
Andrea M Morrison
GREGORY FRANCIS WOLFE
DOUGLAS ALAN KING
JULIE MAE MATTHEWS-SALVO
F. JOSEPH FEENEY
DAVID JASON GARBER
JASON RAY WEBER
Katie Elizabeth Burton
RICK ADAM DANIELOWSKI
PETER GRAHAM WILKINSON
STEPHEN HARLOWE PRINDLE
FRANK DOMINIC CORTO
LYNDSEY Marie MICHELSEN
David James Herbst
Wade G Williams
WHITNEY SUSANNE BOWERS-MILLER

Within 25 miles of Stewartstown, PA, Best Investors lists 157 registered investment advisory firms with 460 offices nearby, managing about $12.3T in combined regulatory AUM across 1,418,812 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 Stewartstown

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM