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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

CREATIVE CLIMATE CAPITAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MILESTONE FINANCIAL ASSOCIATES, LLC
COMMONWEALTH FINANCIAL NETWORK
CENTAURUS FINANCIAL, INC.
GREAT VALLEY ADVISOR GROUP, LLC
OSAIC WEALTH, INC.
DSC FINANCIAL ADVISORS, LTD.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TD PRIVATE CLIENT WEALTH LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
HORNOR, TOWNSEND & KENT, LLC
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GLOBAL WEALTH MANAGEMENT, LLC

Investors

CHRISTOPHER JOHN BORSUK
ALEXANDER CHARLES BORSUK
DAVID SAMUEL COULT
JEFF W LANSCEK
Holly O Clarke
Jeffrey Alex Hegedus
Justin T Poccia
Mihir Shital Saudagar
JUSTIN RUSSELL MILLER
PAUL ANTHONY JULIANO
Craig W Peoples
PATRICIA LYNN PEOPLES
Seth N Maulfair
DUANE ERIC PEOPLES
RALPH ANTHONY CAPRISTO
DAVID KEENE MITCHELL
CHRISTOPHER NELSON
NICHOLAS RICHARD WEIDMAN
BARRY DEAN GESSNER
WILLIAM JOSEPH SIFER
RICHARD JAMES DEVLIN
FRANK MIGNONI
Moustapha Mamadou
JOHN MATTHEW MAZIARZ
Bennett Mark Zaba
MARK E CHINN
SCOTT G LEVY
RAUL ALBERTO CALLE
DAVID JOSEPH NOVICK
MICHAEL D EBERT
ALEXANDER JORDAN MONGAN
Matthew Stephen Delzingaro
Michael Ryan Kern
BRADLEY CHRISTOPHER BISHOP
Austin Jarred Seibert
Jared Scott Mason
MICHAEL CRAIG ROTHROCK
CRAIG JOHN SCHAFER
COLTON J SCHAFER
CORY JAMES THATCHER
MICHAEL TIMOTHY ENGLER
ALEXANDER M RILEY
JACQUELINE M GLEASON
MICHAEL GEORGE SCHWENTNER
TODD NEWCOMER
MICHAEL DOUGLAS HANAHAN
THOMAS SCOTT BARTHOLOMEW
ANTHONY AUGUST VOROS
LUIS RAMON RIVERA
RAYMOND ZONG
Jeffrey E Pascoe

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