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Best financial advisors in Tamaqua, PA

Registered advisers within 25 miles of Tamaqua, PA.

Offices
100
Firms
42
Combined AUM
$5.53T
Firm-wide filings, not assets booked only here
Clients
1.02M
1,022,927 clients when Item 5C has a number
Avg / client
$5.40M
Combined AUM ÷ clients

Nearby offices

Firms

IAMS WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PRIVATE ADVISOR GROUP, LLC
WEALTH MANAGEMENT ASSOCIATES, INC.
OPPENHEIMER & CO. INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL ENTERPRISE, LLC

Investors

RUSSELL THOMAS STELLFOX
RONALD R ROEBUCK
PAUL BRIAN FOSTER
LISA ANN SHILKO
STEPHEN MATTHEW ZUBER
Matthew Thomas Edmonds
ANTHONY JOHN DAMIANO
MEGAN MARIE SMITH
MICHAEL ROBERT DAVIS
Pamela Guers Palko
Melissa Valentine
Francesco Natale Mercuri
E LORI SMITH
Allen R Fidler
TYLER ROBERT SMITH
SUZANNE ANNETTE LAKE
DAVID CHARLES LAUDEMAN
WILLIAM GEORGE HECKMAN
CHRISTOPHER C KOKINDA
JAMES E MARCONIS
MICHAEL CHRISTOPHER DICKSTEIN
JACE WHITAKER
ALAN EMERY WHITAKER
William Joseph Feudale
Thomas Warren Seigendall
Marti Stanley Joines
HAROLD HINNERSCHIETZ
Benn J Smith

Within 25 miles of Tamaqua, PA, Best Investors lists 42 registered investment advisory firms with 100 offices nearby, managing about $5.53T in combined regulatory AUM across 1,022,927 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 Tamaqua

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM