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Best financial advisors in Tatamy, PA

Registered advisers within 25 miles of Tatamy, PA.

Offices
333
Firms
121
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,746,828 clients when Item 5C has a number
Avg / client
$4.90M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
STONEX ADVISORS INC.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
BLUE WATER FINANCIAL INVESTOR COACHING, LLC

Investors

KRISTY Jo KUREK
VICKI RACHELLE KIRKPATRICK
CONRAD VINCENT WYATT
Wilfredo Medina
JOHN ANTHONY SOBRINSKI
JOHN ANTHONY SOBRINSKI
Andrew J Mill
ERIC MARK FEHR
DANIEL JOSEPH FLOOD
DWAYNE LYN SNYDER
GARY G STOUDT
AMBER LEIGH CARRICK
ERIC THOMAS NIKLES
DEBRA JILL MOSSER
Joseph Connell
SCOTT CURTIS BUTLER
Christian Butler
Hugh Richard Zeffer
Lloyd Paul Jones
Kevin C Jones
Tiffani Linn Tita
Mary Grace Cardow
MICHELLE LYNN HEIDE
Dana Flynn Vlasics
Emily Hatice Bayrasli
LEVENT AZIZ BAYRASLI
JASON MICHAEL LA VIGNE
Amy Kerstin Nichols
TRACIE ANN BURTON
Douglas Howard Schlegel
Danika Joanne Rhinehart
Stephen Bajan II
WILLIAM VAIL PHELPS
JON DAVID THOMAS
JACK F THOMAS

Within 25 miles of Tatamy, PA, Best Investors lists 121 registered investment advisory firms with 333 offices nearby, managing about $13.5T in combined regulatory AUM across 2,746,828 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 Tatamy

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM