Best Investors Account Sign in

Best financial advisors in Upper Black Eddy, PA

Registered advisers within 25 miles of Upper Black Eddy, PA.

Offices
719
Firms
239
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,818,230 clients when Item 5C has a number
Avg / client
$5.40M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
EXODUS WEALTH, LLC
RLS FINANCIAL SERVICES
VISTA FINANCIAL SERVICES LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
MVV CAPITAL MANAGEMENT
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
LIBERTY ASSET MANAGEMENT
TRUIST ADVISORY SERVICES, INC.
INTEGRITY ALLIANCE, LLC.
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY

Investors

Lacy Phelps
Chloe Olivia Moore
Dustyn D Seifert
Meghan Taurus Casey
JOHN PATRICK REIDY
BRIAN MICHAEL PILON
ROBERT LOUIS STICKEL
MATTHEW ROBERT SHERIDAN
ROGER WESLEY VANPELT
James Witner
Edward C Keenan
LEAH ANN WEST
Jennifer Dawn Detweiler
Dean Joseph Verno
MATTHEW JOEL LINDENMUTH
DANIEL KEEGAN ASH
SANDRA N BITAR
ASHLEY ELIZABETH FRANKENFIELD
NATHANAEL RADCLIFF
VANDON HUSHLY COOPER
DANIELLE KULP
DAVID ALAN DIEHL
MATTHEW SCOTT BROWN
KURT DAVID DIEHL
RICHARD PRATT
Kent Lane
BENJAMIN TYLER CHUNKO
Zachary Thomas Muhr
JAMES HENRY GARDNER
JONATHAN RICHARD BATH
YVES ROUSSEL
GARY LOUIS GUZZI
CHRISTOPHER MICHAEL WILSON
LACEY A KOZIK
JENNIFER A RAMPHAL
MICHAEL R GLOVAS JR
Taj R Piontkowski
MICHAEL RUDOLPH GLOVAS
LILRENE SMITH
ALEX MORROW
Samuel L Radogna
ROBERT LEE GODOWN
SONDRINE NICOLE GUTIERREZ

Within 25 miles of Upper Black Eddy, PA, Best Investors lists 239 registered investment advisory firms with 719 offices nearby, managing about $15.2T in combined regulatory AUM across 2,818,230 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 Upper Black Eddy

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