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Best financial advisors in Walnutport, PA

Registered advisers within 25 miles of Walnutport, PA.

Offices
294
Firms
108
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,739,995 clients when Item 5C has a number
Avg / client
$4.90M
Combined AUM ÷ clients

Nearby offices

Firms

HORNOR, TOWNSEND & KENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STONEX ADVISORS INC.
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
A BETTER WAY FINANCIAL, LLC
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
ATA MANAGEMENT STRATEGIES INC
ONEASCENT FINANCIAL SERVICES LLC
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

GARY ALLEN FREY
JOSEPH ALLEN FREY
LAURENCE DAVID LANCASTER
LINWOOD LAMAR GEHRIS
THOMAS CHARLES HOCK
Kaye-Ann Brown Barrett
Stephen Michael Parrish
Jan Marie Strunk
Janna Mary Lutz
GREGORY ALAN HERZOG
MARK JOSEPH OTERI
ARVIND PRAKASH MATHUR
JOSUE EDOUARD
Anthony Alan Davis
FRANK GUIDA
FRANK GUIDA
Noah Aaron Williams
Brenda Edmonds
Mark Strunk Jr
James Michael Woodley
TIMOTHY WILLIAMS
Benn J Smith
KENT CARL NEWHART
MICHAEL PETER BOYKO
ERIC SCOTT DORMAN
JOSEPH SCOTT HUDOCK
Tiffany Laura Volpe
Daniel James Fratantoro
JACOB WILLIAM RUGGLES
Jared Mikeal Brown
MICHAEL ERIC TUNKE
JOHN GIANCATERINO
MATTHEW J PATTERSON
ROBERT GEORGE KLOCK

Within 25 miles of Walnutport, PA, Best Investors lists 108 registered investment advisory firms with 294 offices nearby, managing about $13.4T in combined regulatory AUM across 2,739,995 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 Walnutport

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM