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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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
JANNEY MONTGOMERY SCOTT LLC
LPL FINANCIAL LLC
TRUSTMONT ADVISORY GROUP, INC.
EQUITABLE ADVISORS, LLC
PLANMEMBER SECURITIES CORPORATION
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CITIZENS SECURITIES, INC.
LPL ENTERPRISE, LLC
KEY INVESTMENT SERVICES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
M.P. COLLINS WEALTH ADVISOR ALLIANCE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Daniel Lee Sickelsmith
MELODY ANN COLE
LAURA JEAN WILLIAMS
John F Coleman
JEFFREY DANIEL COSTELNOCK
LISA MICHELLE RITSKO
TIMOTHY R BROWN
CHRISTOPHER JOSEPH FILICKY
Michael Stephen Tetteris
Angela R Danko
Kristin Bernard
MELISSA JEANINE HERRON
GEREMY LEE HOOVER
KEVIN RICHARD ROSE
RICHARD ROBERT ROSE
MICHAEL ANTHONY PETROCELLI
ANTHONY CHRISTOPHER CAMPANO
John D Conway
PRADEEP KARUNANIDHI
Alec Lacinski
Tyler Blake
NICHOLAS EDWARD CORTAZZO
DENNIS JOSEPH SCHILLING
JOSEPH ANTHONY HORENCY
DAVID RICHARD PRIORE
WILLIAM JOHN YOUNG
Nicholas Maue
JOSHUA JOSEPH BELL
JOSHUA EDWARD MEYER
DAVID ALDERSON
Nathan Staib
Mitchell Clint Niderstros
Nicholas Frazetta
STEPHANIE A BRACKEN
Andrew John Koma
BRIAN CHRISTOPHER SIMON
Jacob Imling
BRITTANY ANN BYRNE
ANTHONY RYAN MARCIANO
MATTHEW PATRICK COLLINS
LADD ALDEN WAGNER
JOHN MICHAEL CARSON
ASHLEY ALYSSA DYER
KENNETH GLENN KROTZ

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