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Best financial advisors in Washingtonvle, PA

Registered advisers within 25 miles of Washingtonvle, PA.

Offices
96
Firms
43
Combined AUM
$9.61T
Firm-wide filings, not assets booked only here
Clients
1.07M
1,070,598 clients when Item 5C has a number
Avg / client
$8.98M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
OSAIC INSTITUTIONS, INC.
STONEX ADVISORS INC.
EDWARD JONES
KINTRA WEALTH, LLC
RAYMOND JAMES & ASSOCIATES, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
TRUSTMONT ADVISORY GROUP, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Matthew Harry Cardillo
KORY R. DATRES
MICHAEL EVERARDO CAMACHO
JACOB JOHN SEKEL
BRIAN CHRISTOPHER SHEDLESKI
ROBERT PERLEY CROCKETT
MICHAEL P BARCLAY
Mitchell Tyler Hulyo
BETSY J GUFFEY
BRETT WESLEY GOOD
MICHAEL DAVID WOYTOWICH
JAMES KIRK WISLOSKI
Jonathan Saylor
ANDREW C HARRIS
MICKEY SHAWN BRYAN
MATTHEW GIAUQUE EDMONDS
Michael Fahrney Primiani
CARSON LEYDECKER
Ross Jarrett
KEITH LOUIS SPRAUER
JAMES JONATHAN DINSMORE
EDWARD VINCENT BARONE
JOSEPH FRANCIS BOYLE
MICHAEL PAUL KOLB
JOSHUA M MURRAY
RACHAEL YVONNE CLARK
TIMOTHY MINWOO JUN
Connor J Barbella-Roesler
Jesse James Cornell
Chad Kreda
Garrett Jordan Collins
Matthew Curtis Swales
TODD MICHAEL RISHEL
CATHERINE ELIZABETH FARLEY
ANDREW CRAIG TUPLER
WILLIAM SCOTT DINAN
Julie Anne Drainville
JENICA LYN ROFFINA
John Michael Courville
Michaela Marie Settlemeyer
CHRISTINE NOELLE ENGEL
Kyle T Snyder
Terri Ann Fought
JOSHUA SUNANDAY
CRAIG R FOUGHT
Brian Christopher Pick
Logan John Pick
BRADLY JAMES SUNANDAY
Michelle Renee Smith
Brendan David Mutchler
RICHARD D. MUTCHLER
DOUGLAS HEATH MCCULLOCH
DANIEL NORMAN LEHMAN
David Tanney
Megan Jo Fisher
Ryan Allen Miller
RYAN THOMAS CIOFFI
SHELDON DUANE CASTLE
JASON RICHARD ENGEL
MICHAEL MARVIN SCHICK
TIMOTHY EDWARD BENNER
CURTIS GREGORY FAY

Within 25 miles of Washingtonvle, PA, Best Investors lists 43 registered investment advisory firms with 96 offices nearby, managing about $9.61T in combined regulatory AUM across 1,070,598 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 Washingtonvle

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM