Best financial advisors in Weatherly, PA

Registered advisers within 25 miles of Weatherly, PA.

Offices

90

Firms

44

Combined AUM

$9.34T

Firm-wide filings, not assets booked only here

Clients

1.51M

1,511,606 clients when Item 5C has a number

Avg / client

$6.18M

Combined AUM ÷ clients

Nearby offices

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

45 E. Northhampton Street Suite 106
WIlkes-Barre, PA 18701

21.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

165 Wilkes-Barre Blvd
Wilkes-Barre, PA 18702

21.6 miles away

J.P. MORGAN SECURITIES LLC

25 Public Sq
Wilkes Barre, PA 18701

21.8 miles away

CHANCELLOR FINANCIAL GROUP WB LP

15 Public Square Suite 400
Wilkes-Barre, PA 18701

21.8 miles away

TRUSTMONT ADVISORY GROUP, INC.

15 PUBLIC SQUARE SUITE 306
WILKES-BARRE, PA 18701

21.8 miles away

EDWARD JONES

3 PUBLIC SQUARE
WILKES BARRE, PA 18701

21.8 miles away

CITIZENS SECURITIES, INC.

351 KIDDER ST MAILSTOP: 18U-0010
WILKES-BARRE, PA 18702

21.9 miles away

MORGAN STANLEY

CROSS CREEKE POINTE SUITE 401 1065 HIGHWAY 315
WILKES BARRE, PA 18702

22.1 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

600 BALTIMORE DR
WILKES BARRE, PA 18702

22.1 miles away

JACOBI CAPITAL MANAGEMENT, LLC

620 BALTIMORE DRIVE
WILKES BARRE, PA 18702

22.1 miles away

JANNEY MONTGOMERY SCOTT LLC

613 Baltimore Drive Suite 202
Wilkes-Barre, PA 18702

22.1 miles away

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

613 BALTIMORE DR STE 3 [SATELLITE]
WILKES-BARRE, PA 18702

22.1 miles away

BANKERS LIFE ADVISORY SERVICES, INC.

613 Baltimore Dr
Wilkes Barre, PA 18702

22.1 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

613 BALTIMORE DR STE 3
WILKES BARRE, PA 18702

22.1 miles away

THURSTON SPRINGER ADVISORS

867 Fawn View Road
Brodheadsville, PA 18322

22.3 miles away

STONEX ADVISORS INC.

4155 Independence Drive Suite 1
Schnecksville, PA 18078

22.4 miles away

ASCO FINANCIAL GROUP, INC.

575 PIERCE STREET SUITE 301
KINGSTON, PA 18704

22.4 miles away

CLEMENTE INVESTMENT SERVICES LLC

575 PIERCE STREET SUITE 400
KINGSTON, PA 18704

22.4 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

575 Pierce St Ste 501
Kingston, PA 18704

22.4 miles away

CLEMENTE INVESTMENT SERVICES LLC

575 PIERCE STREET, STE 400
KINGSTON, PA 18704

22.4 miles away

Firms

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

CHANCELLOR FINANCIAL GROUP WB LP

TRUSTMONT ADVISORY GROUP, INC.

CITIZENS SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

JACOBI CAPITAL MANAGEMENT, LLC

JANNEY MONTGOMERY SCOTT LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BANKERS LIFE ADVISORY SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

THURSTON SPRINGER ADVISORS

STONEX ADVISORS INC.

ASCO FINANCIAL GROUP, INC.

CLEMENTE INVESTMENT SERVICES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

MELISSA ANN SEITCHEK

Deborah L Telesz

ANDREW ROBERT PHILLIPS

Thomas James O'Day

LAWRENCE PHILIP HAMILTON

ROBERT CARL ORBIN

Joseph Karcutskie

TRICIA A. ZELINKA

DANIEL GEORGE CHAUMP

ERIN Mae ORAVIC

MARY MCEVOY-DOCKERAY

RICHARD JOSEPH HAZZOURI

CANDICE S TOHME

KAREN BARBARA NATISHAN

ROBERT BRUCE KING

PATRICK J LENAHAN

ROXANNE T FLANNERY

THOMAS JOHN KISH

Brandy J ralston

MARK WILLIAM KORLISHIN

Christopher James Nixon

Charles L Youngman

Stephen J Rosenthal

Stacey Alan Wyandt

MATHEW D SHAFFER

WILLIAM A STELLA

John Joseph Simon Gustin

RONALD DOUGLAS COLTRANE JR

MICHAEL JOSEPH HIRTHLER

SANDRA LEE HARPER

Francis Nockley

SUSAN AAGAARD WHITESELL

Steven E Jordan

Mandie Hendricks

TRACY A SMITHNOSKY

JASON JAMES WOOD

PETER MICHAEL BUTERA

LORI PIAZZA-TIMCHACK

MARISA MICHELLE LITWINSKY

MARIANNE PATRICIA LYONS

BRYAN EUGENE BOYLE

TERRY RICHARD DANISH

LINWOOD LAMAR GEHRIS

THOMAS CHARLES HOCK

BRENT WILLIAM MAKARCZYK

William Amesbury

Olivia Marie Casale

JAMES (NMN) CLEMENTE

STEPHEN NICHOLAS CLEMENTE

Within 25 miles of Weatherly, PA, Best Investors lists 44 registered investment advisory firms with 90 offices nearby, managing about $9.34T in combined regulatory AUM across 1,511,606 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 Weatherly

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM