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Best financial advisors in Tolna, PA

Registered advisers within 25 miles of Tolna, PA.

Offices
507
Firms
177
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
3.06M
3,064,364 clients when Item 5C has a number
Avg / client
$4.74M
Combined AUM ÷ clients

Nearby offices

Firms

ALPHASTAR CAPITAL MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
JOHNSON & WHITE WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
LPL FINANCIAL LLC
COLLECTIVE FAMILY OFFICE, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
EDWARD JONES
LPL ENTERPRISE, LLC
INVARIANT INVESTMENT MANAGEMENT
THE FINANCIAL ADVISORY GROUP
REALTA INVESTMENT ADVISORS, INC

Investors

Justin Lee Pierce
KRISTIN NICOLE HERSHEY
GREGORY FRANCIS WOLFE
Sara Robyn Brackett
TIMOTHY PAUL WHITE
CHRISTOPHER LYNN JOHNSON
ROBERT WILLIAM ALLAN
Jacob William Little
Jordan Scott Abell
Melinda Jean Bodi
Colton Scott Kubicki
William Heird
Daniel Wayne Calloway
Justin Blake Smith
DANIEL EDWARD MCGARRY
JOSHUA PATRICK SMELTZER
JESSICA ANN MARIE HALL
BROCK RAYMOND HIVELY
CAMERON GOODLING
AARON NIELS GINGRICH
Andrew C Kahan
JEFF WINEKA
EMILY CATHERINE SIDES
BRIAN DAVID LUSTER
TREVOR NATHAN HOFFMAN
Trevor Dimitri Kasulen
DAVID SCOTT SIVEL
SCOTT AARON LINDERMANN
SHANE MICHAEL REBERT
ANDREW T LENDA
JENNIFER LEE ORMOND
MICHAEL A KALLOZ
KAREN LYNNE HELTZEL
Margaret Teresa Bridegum
MARY CATHERINE HELTZEL
CHRISTIE LOUISE SMITH
Kevin S Hoy
DOUGLAS EUGENE HOLTZAPPLE
JAMES THOMAS TOLLINGER
AARON PATRICK TRINH
Russell Leo Allen
Kara Lyn Reisser
CHARLES WILLIAM WISE
DAMIEN PATRICK LYNCH
MARY ELENA WINAND
Benjamin Michael Burkhart
BRAD DOUGLAS STEIN
BRIAN LEE DRUMGOOLE
JOHN ELI FRICK
SUSAN KAY HOYT
ANGIE RAE KLEIN
TABITHA LYN KIEBLER

Within 25 miles of Tolna, PA, Best Investors lists 177 registered investment advisory firms with 507 offices nearby, managing about $14.5T in combined regulatory AUM across 3,064,364 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 Tolna

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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