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Best financial advisors in Sweet Valley, PA

Registered advisers within 25 miles of Sweet Valley, PA.

Offices
81
Firms
45
Combined AUM
$9.33T
Firm-wide filings, not assets booked only here
Clients
1.52M
1,523,443 clients when Item 5C has a number
Avg / client
$6.12M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CITIZENS SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC
RIGGS ASSET MANAGEMENT CO INC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CENTAURUS FINANCIAL, INC.
&PARTNERS
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRANSAMERICA FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.
ASCO FINANCIAL GROUP, INC.
CLEMENTE INVESTMENT SERVICES LLC

Investors

Rachel Oberg
George Theodore Oberg
DANIEL WILLIAM FUHR
CAROLYN MARGARET RUIZ
Robert Joseph Graham
Dimitri David Gnall
SUSAN ADAMS SHOEMAKER
ROBERT HAMILTON GRAHAM
ELIZABETH BRIDGET GRAHAM
ALAN J COREY GLASSMAN
Adam Jeffrey Glassman
ARTHUR ERNEST BAIRD
VICTOR ERNESTO MATTHEWS
DAVID KEENE MITCHELL
BRIAN E ZABRISKI
DAVID MICHAEL TARANTINI
ROBERT CLEMENTS GOVER
LISA DOROTHY PROBANSKI-BONITO
William Paul Walsh
RONALD F MEAD
Robert Allan Glycenfer
Adam Brian Bykowski
MARK JAMES CAREY
RICHARD ALAN PASCOE
LAUREN PASCOE KAYRISH
BARRY CHARLES KING
KEVIN SCOTT REST
DEREK CHRISTOPHER THOMPSON
MALO KEVIN LEE CARPENTER
DESMOND ANTHONY SCOTT
Claude Linus Hicks
Steven Gimont
MOHAMMED NAJIB
BREANNA MARIE KALINOWSKI
MICKEY PATRICK DUDISH
JAMES HENRY VANWERT
JAMES H VAN WERT
CHRISTINE LYNN Ambrose
BRIAN LEON KUHNS
REBECCA SOWA BARTUSKA
JOSEPH L MC DONOUGH
BRENT WILLIAM MAKARCZYK
William Amesbury
Olivia Marie Casale

Within 25 miles of Sweet Valley, PA, Best Investors lists 45 registered investment advisory firms with 81 offices nearby, managing about $9.33T in combined regulatory AUM across 1,523,443 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 Sweet Valley

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