Best Investors Account Sign in

Best financial advisors in Tulpehocken, PA

Registered advisers within 25 miles of Tulpehocken, PA.

Offices
216
Firms
84
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
1.69M
1,692,086 clients when Item 5C has a number
Avg / client
$6.12M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ATLAS WEALTH PARTNERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CITIZENS SECURITIES, INC.
BLACKRIDGE ASSET MANAGEMENT, LLC
LOUNTZIS ASSET MANAGEMENT, LLC
WEIK CAPITAL MANAGEMENT
SAVANT WEALTH MANAGEMENT
PRIVATE ADVISOR GROUP, LLC
CONNORS INVESTOR SERVICES INC

Investors

Michael Anthony Billera-Smith
Christopher John DiRenzo
RICKY LEE SPEICHER
Francesco Natale Mercuri
E LORI SMITH
Allen R Fidler
TYLER ROBERT SMITH
JAMES EDWARD MILLER
MEGAN DEVINE
JACQUELINE LEE PULFORD
MAGGIE GARMAN
JOSHUA DAVID HIRNEISEN
KAREN MARIE BAUSCH
KENDRA ELIZABETH KLAHR
JOSEPH JAVIER SANCHEZ
ADAM CRONOMIZ
DIANNE PHILLIPS
DANIEL LEE WEIDENHAMMER
ERIC EDWARD GRADWOHL
SEAN PATRICK MCCULLOUGH
MICHAEL JOSEPH JANVRIN
Kyle Hutchinson
GAIL C FORD
Ethan T Miller
KIRSTAN COLLEEN ULRICH
SYDNEY DIANNE SCHAEFFER
JUSTIN DANIEL SCHAEFFER
Michael Warren Listmeier
Kevin Patrick Sweeney
SHARON SUE WISLER
Jared Michael Sadowski
EDWARD VINCENT SWEENEY
NICHOLAS T STABILE
JACKSON TYLER STABILE
RONALD THOMAS STABILE
ANDREA LEIGH HETRICK
CHRISTOPHER MICHAEL MUELLER
JEFFREY MARK DETWILER
DENNIS BIAGIO PELLEGRINI
TIMOTHY WHITMOYER
APOSTOLOS PAUL JOHN LOUNTZIS
ZACHARY PAUL LOUNTZIS
Kenneth Wesley Weik
LAURA ANN NOVAK
ABHISHEK AMATYA
WARREN WILBUR WEIK
Logan James Boyer
THOMAS WILBUR WEIK
THOMAS KEITH WILLIAMS
AMANDA LEIGH FAITH
MICHAEL JOSEPH DINAN
ALAN MATTHEW FERTEL
CLAUDIA CATHERINE WERT
ROBERT ALAN WERT
WILLIAM MICHAEL HORAN
RYAN F MCCALLUM
STEVEN EARL POTTIEGER
ROBERT W HAHN
PETER JAMES CONNORS
DEBORA M COVELL
STEVEN SILVERMAN
Benjamin Robert Connors
THOMAS RAYMOND PLATT
BRIAN GARY MCCOY
ROBERT JOHN CAGLIOLA

Within 25 miles of Tulpehocken, PA, Best Investors lists 84 registered investment advisory firms with 216 offices nearby, managing about $10.3T in combined regulatory AUM across 1,692,086 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 Tulpehocken

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