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Best financial advisors in Trumbaversville, PA

Registered advisers within 25 miles of Trumbaversville, PA.

Offices
1,008
Firms
377
Combined AUM
$19.2T
Firm-wide filings, not assets booked only here
Clients
3.17M
3,169,492 clients when Item 5C has a number
Avg / client
$6.06M
Combined AUM ÷ clients

Nearby offices

Firms

IVC WEALTH ADVISORS LLC
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
OAKTREE ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC
GIRARD ADVISORY SERVICES, LLC
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
HORNOR, TOWNSEND & KENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SUMMIT FINANCIAL, LLC
ARGYLE CAPITAL MANAGEMENT, LLC

Investors

DAVID WILLIAM GOTWALS
RONALD JACK JOYCE
ERIC VAUGHN LANDES
PAUL JOSEPH MCCOLGAN
JULIE ANN MACDADE
SCOTT JOSEPH CENDALI
SHAWN R BURGER
Scott Brong
MICHAEL EMANUEL ROPER
SAMUEL J FLAHERTY
GEORGE PAUL KURTZ
DANIEL EDWARD NEMETH
John Pelcheck
LOUIS JOSEPH HERSHMAN
PAUL EICHMAN
BENJAMIN EICHMAN
TRUDY ANN FEARON
ROBIN LOUISE CLAY
PETER JOHN CONTE
KAREN ELIZABETH TEJKL
Andrew David Lein
Nicholas Francis Plawa
BRUCE KEVIN FREESTON
BRENT ELIOT BERND
SHAUN PATRICK CONAHAN
Kevin Charles Cuthill
LUISA FERNANDA SORKNESS
Thomas Joseph Flynn
Jennifer Ashley
ROBERTA JEAN KESSLER
CURTIS MICHAEL JOHNSTON
Keegan Michael Billie
Michael T McGuire
THOMAS EDWIN HELLINGS
JAMES HARLAN HAROL JACOBSON
MICHAEL MATTHEW STEWART
L RANDALL FAULKNER
ANDREW PAUL MCDONOUGH
JORDAN LEIGH SOWHANGAR
KAREN ELIZABETH LATOURETTE
JOSEPH DANIEL SMITH
THOMAS WESLEY REMMEY
GARY E BROWN
WILLIAM FRANCIS VANSANT
Joshua Todd Gummo
LESLIE J. BENZAK
Sage Justin Bleakney
JOHN WALTER GALLAGHER
LYNN JEAN CRAIG
BRIAN H HINES
STEVEN ROGER SANSON
Avery Alan Sanson
Owen Edward Kelly
GARY CARL SANSON
JOHN ANTHONY MALENO
ANTHONY ROBERT SERGIO
ANTHONY R SERGIO
VITO MARTUTARTUS
Joshua Hartline
ROBERT BRUCE MUSSELMAN
JUSTIN MICHAEL MUSSELMAN
Jennifer Dawn Detweiler
Craig Allen Mathews
CHARLES KEVIN PORTER
Victoria Rosa Mercado
PETER JAMES ROLAND
PATRICIA ANN WEBB
Andrew Devon Stein
Andrew David Shapowal
PETER KINSLEY MILLER
Dawn Elizabeth Marx

Within 25 miles of Trumbaversville, PA, Best Investors lists 377 registered investment advisory firms with 1,008 offices nearby, managing about $19.2T in combined regulatory AUM across 3,169,492 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 Trumbaversville

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM