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Best financial advisors in Volant, PA

Registered advisers within 25 miles of Volant, PA.

Offices
158
Firms
65
Combined AUM
$8.77T
Firm-wide filings, not assets booked only here
Clients
2.05M
2,050,167 clients when Item 5C has a number
Avg / client
$4.28M
Combined AUM ÷ clients

Nearby offices

Firms

TRUSTMONT ADVISORY GROUP, INC.
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
INDEPENDENT FINANCIAL PARTNERS
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
OREND INVESTMENT MANAGEMENT, INC.
PNC WEALTH MANAGEMENT LLC
WESTERN WEALTH MANAGEMENT LLC

Investors

JAMES DANIEL AULT
COURTNEY A RICCIARDELLA
Carson d Kessler
JOHN ANTHONY GRENCE
JOHN DAVID IVORY
WILLIAM CLARK FRASER
JOHN BENJAMIN FAHEY
KATHLEEN JOYCE KALOSKY
SANDRA DENISE BAYLOR
STEVEN MARK KENSKI
PATRICK STEPHEN MANES
Max Messett
KEVIN JOSEPH ORSINGER
Andrew H Eshelman
Jacob Eshelman
STEPHEN RAY LEWIS
Matthew Ryan Mcewen
Robyn A Yahner
DOW WILLIAM LINDHOLM
NOAH DANIEL RICHARDSON
JOSEPH HERBERT HENEGAN
ZACHARY JOSEPH HENEGAN
TYLER WASSER
DAVID LEE TROUTMAN
John Gabriel Clark
PAUL MICHAEL OREND
MICHAEL ANTHONY TRINGHESE
Grace Jennifer Zupsic
EDWARD ANTHONY ISABELLA
NICHOLAS JOSEPH ROMEO
BRIAN M LARAWAY
DAVID ALLEN MAXWELL
SARAH BURY
TODD MICHAEL BURY
KELCIE LARUE SCHIRALDI
ALEXANDER BAKER

Within 25 miles of Volant, PA, Best Investors lists 65 registered investment advisory firms with 158 offices nearby, managing about $8.77T in combined regulatory AUM across 2,050,167 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 Volant

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM