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Best financial advisors in Sugarloaf, PA

Registered advisers within 25 miles of Sugarloaf, PA.

Offices
107
Firms
48
Combined AUM
$9.44T
Firm-wide filings, not assets booked only here
Clients
1.61M
1,609,595 clients when Item 5C has a number
Avg / client
$5.86M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WAGNER WEALTH MANAGEMENT, CORP.
MACRO ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
GFS FINANCIAL ADVISORS, LLC
HORNOR, TOWNSEND & KENT, LLC
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LINCOLN INVESTMENT

Investors

RYAN JOSEPH MCANDREW
LEONARD MICHAEL MUDLOCK
Justin Chase Warfel
KYLE SCOTT WAGNER
ALLEN SCOTT WAGNER
HERMAN ALFRED DODSON
RANDY P RUTKOSKI
SAMUEL NALESNIK
NICHOLAS ALEXANDER KUBISHIN
FRANKLIN ANTHONY ATOR
CHRISTOPHER STEPHEN KUBISHIN
RONALD LOUIS AMENTLER
Matthew Manfredi
RICHARD ARTHUR HOUSEKNECHT
DONALD ALEX GALADE
SEAN THOMAS BLACK
ANDREA LYNN EMPIE
Thomas Warren Seigendall
Marti Stanley Joines
JACE WHITAKER
ALAN EMERY WHITAKER
William Joseph Feudale
ROBERT HENRY JOHN
JAMES CLARK DUNN
GORDON CHARLES BITLER
Jordan Isaiah Little
BRAD M WARHURST
MEGAN MARIE SMITH

Within 25 miles of Sugarloaf, PA, Best Investors lists 48 registered investment advisory firms with 107 offices nearby, managing about $9.44T in combined regulatory AUM across 1,609,595 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 Sugarloaf

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