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Best financial advisors in Susquehanna, PA

Registered advisers within 25 miles of Susquehanna, PA.

Offices
45
Firms
24
Combined AUM
$8.18T
Firm-wide filings, not assets booked only here
Clients
1.16M
1,162,553 clients when Item 5C has a number
Avg / client
$7.04M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
LESKO SECURITIES, INC.
LPL ENTERPRISE, LLC
MML INVESTORS SERVICES, LLC
ADVISORY SOLUTIONS GROUP
EAGLE STRATEGIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FAITHWARD ADVISORS, LLC
EDWARD JONES

Investors

John David Karluk
KEVIN KLINGBEIL
RICHARD JAMES PICHURA
KAREN MARIE STEBBINS
MARK MEIER
WILLIAM CHARLES HAMPTON
RICHARD J BARBER
STEPHEN WILLIAM SMITH
Nikola Lalovic
Lindsay Spauster
barak symes Steika
Mia Ann Hartung
Jackson Grant Lesko
GREGORY STEPHEN LESKO
ROBERT SCOTT HARTUNG
RYAN BRECK
CHRISTOPHER RYAN JOHNSON
Kurt Matthew Golden
BRUCE MORLEY DEPPOLITI
JOSHUA M GACIOCH
NICOLE C HANNA
Nicholas Robert Gacioch
MATTHEW VLASAK
JOANNE LOIS DIEHL
GREGORY PAUL DIEHL
LOUIS ANTHONY GUZZETTA
Matthew Conlon
Michael P Reksc
RENEE ROBIN REKSC
JAMES J ROLLO
Justin Michael Sisenstein
MICHAEL VAN HOUSEN
JAMES HARRY MARSHALL
FAITH L SIGLER
AMY LYNN SMITH
VINCENT MICHAEL KUBILUS
PAUL DAVID BROWN
WALTER BRIAN GIRNIS
Matthew Feldman
Margaret Christine Cubic McMicken
Matthew Kistner
JEFFREY PATRICK RICCHIUTI
JOHN MICHAEL PAULIN

Within 25 miles of Susquehanna, PA, Best Investors lists 24 registered investment advisory firms with 45 offices nearby, managing about $8.18T in combined regulatory AUM across 1,162,553 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 Susquehanna

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM