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Best financial advisors in Van Meter, PA

Registered advisers within 25 miles of Van Meter, PA.

Offices
338
Firms
112
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,764,273 clients when Item 5C has a number
Avg / client
$4.76M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
KEY INVESTMENT SERVICES LLC
BOATMAN WEALTH MANAGEMENT, LLC
CITIZENS SECURITIES, INC.
ADVICE & PLANNING SERVICES LLC
LPL FINANCIAL LLC
STONEX ADVISORS INC.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

IOANA GAVRIS WAGLE
DANIEL ODONNELL
Bradley Thomas Appleby
HAYDEN MCCALL PASCOE
Mason Charles Pascoe
ROGER WILLIAM KNOUSE
MICHAEL WILLIAM DOWLING
JOSEPH DANIEL MALEGO
Krysta Lynn Cornelison
JOSEPH PAUL PRICE
ROBYN LEWIS
GARY WILLIAM BOATMAN
LISA HEGYES
Christina Marie Bryner
RYAN DOUGLAS NAUGLE
CARLY J JENKINS
ERIC MICHAEL LUCKEY
THOMAS ALLEN DICKEY
Anthony Capotosto
WILLIAM H HECKLICK
Chad Michael Novotney
DONALD THOMAS FETSKO
MAX RICHARD HOUSE
BRYAN DOUGLAS BOUGHER

Within 25 miles of Van Meter, PA, Best Investors lists 112 registered investment advisory firms with 338 offices nearby, managing about $13.2T in combined regulatory AUM across 2,764,273 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 Van Meter

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM