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Best financial advisors in Sunbury, PA

Registered advisers within 25 miles of Sunbury, PA.

Offices
63
Firms
34
Combined AUM
$4.75T
Firm-wide filings, not assets booked only here
Clients
630K
630,337 clients when Item 5C has a number
Avg / client
$7.53M
Combined AUM ÷ clients

Nearby offices

Firms

JANNEY MONTGOMERY SCOTT LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
LPL FINANCIAL LLC
HORACE MANN INVESTORS, INC.
ONEASCENT FINANCIAL SERVICES LLC
AVISO WEALTH MANAGEMENT
INTEGRITY ALLIANCE, LLC.
PROSPERA FINANCIAL SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK

Investors

Michael Jason Miller
David Douglas Betz
STEPHEN ALLEN ENGLE
CHARLES EDWARD SCHLEGEL
CHARLES EDWARD SCHLEGEL
TOBY JOSEPH KROUSE
Keely Layne Rodarmel
Charles Howard Straub
STEVEN P DECKARD
KIMBERLY ANN MARIE BOWER
BENJAMIN A WILHELM
Brad Lee Buch
Alexander Michael Hoppes
Kayla Jo Welker
CRAIG RUSSELL LAWLER
Melissa A Dayhoff Bratton
PETER CARLIN STOCKETT
THAYER ROCKWELL POTTER
CHRISTOPHER JAMES KENAWELL
NICHOLAS ANTHONY GRIFFITHS
BRENDA KAY BLAKENEY
ANDRIA LEIGH LAMAY
WENDY MARIE WOLFE
JEFFREY JAMES CROSSLAND
Michael David Johnson

Within 25 miles of Sunbury, PA, Best Investors lists 34 registered investment advisory firms with 63 offices nearby, managing about $4.75T in combined regulatory AUM across 630,337 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 Sunbury

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM