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Best financial advisors in Strausstown, PA

Registered advisers within 25 miles of Strausstown, PA.

Offices
191
Firms
72
Combined AUM
$9.89T
Firm-wide filings, not assets booked only here
Clients
1.37M
1,365,822 clients when Item 5C has a number
Avg / client
$7.24M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LOUNTZIS ASSET MANAGEMENT, LLC
CITIZENS SECURITIES, INC.
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
RKL PRIVATE WEALTH
SCHUYLKILL FINANCIAL, LLC
PARK AVENUE SECURITIES LLC
APELLA WEALTH
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO INVESTMENT INSTITUTE, INC.
CONNORS INVESTOR SERVICES INC
FOCUS PARTNERS WEALTH, LLC

Investors

CHRISTOPHER MICHAEL MUELLER
ANDREA LEIGH HETRICK
LINDA HOBSON SCHWAB
TIMOTHY WHITMOYER
APOSTOLOS PAUL JOHN LOUNTZIS
ZACHARY PAUL LOUNTZIS
JEFFREY MARK DETWILER
MARY THERESA CARR
JOHN RICHARD JOLLS
PHILIP C. BOYER
STACY E MENSCH
IAN JAMES MILLER
David Christopher LeBlanc
TODD ROBERT NEWMAN
W BRADFORD WHITE
SCOTT JERE DAVIS
ADAM DAVID LORD
MINNIE A MAURER
MARK CHRISTIAN CHAFFE
ANDREW C CHAMPAGNE
HARRY JEFFREY HERB
BRYANT JAMES FERRIS
ALISON MARIE BOWER
JENNIFER LYNN GUTHIER
THOMAS PATRICK WHITE
THOMAS GEORGE SCHRECK
MICHAEL WARD ANDERSON
JENNA P JOHNSEN
WILLIAM BRANDON BYRNE
KATHRYN MARTIN
BRIAN JOSEPH BUBNIS
KENT WILLIAM DAVIS
DONNAMARIE RICCIO
SCOTT GOLA
Martin Edward Braam
EVAN LOWELL HAND
JOSHUA DONALD WEAKNECHT
MICHAEL LOUIS BUCKLIN
LAURIE MICHELE PEER
THOMAS DAVID REARDON
RONALD IRVIN STILES
JEFFREY A BINGHAM
SAMUEL ALLEN MARRELLA
DANEEN MARIE WEAVER
PAUL LEONARD MARRELLA
MATTHEW MARRELLA
SAMUEL ALLEN MARRELLA
STANLEY EDWARD KIEC
LINDA LOUISE CAPELLUPO
JEFFREY CHRISTOPHER DRESELY
MATTHEW NEIN
CULLIN MCGRATH
THOMAS MICHAEL NEIN
BRETT CHRISTOPHER WARTLUFT
PRESTON J WALKER
DANIEL LEE WEIDENHAMMER
KENAN DAVID YAMANER
JANE M SHOLDER
JENNIFER L. BILODEAU
SEVERO ZUNIGA SALES
DAVID LEE BOYER
JARED LEE RUPPERT
BRUCE THOMAS GROSS
JOSEPH JAVIER SANCHEZ
TRAVIS DAVID FREDERICKS
Melissa Whalen
RYAN F MCCALLUM
STEVEN EARL POTTIEGER
ROBERT W HAHN
PETER JAMES CONNORS
DEBORA M COVELL
STEVEN SILVERMAN
Benjamin Robert Connors
THOMAS RAYMOND PLATT
BRIAN GARY MCCOY
ROBERT JOHN CAGLIOLA
SCOTT ALLEN WORLEY
SEAN JOSEPH MCGINN
MICHAEL J HEISER
MATTHEW ROBERT SPEZIALETTI
ANDREW TAYLOR URBAN
BRAD MATTHEW BRISAN

Within 25 miles of Strausstown, PA, Best Investors lists 72 registered investment advisory firms with 191 offices nearby, managing about $9.89T in combined regulatory AUM across 1,365,822 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 Strausstown

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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM