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Best financial advisors in Weissport, PA

Registered advisers within 25 miles of Weissport, PA.

Offices
273
Firms
103
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,679,594 clients when Item 5C has a number
Avg / client
$5.00M
Combined AUM ÷ clients

Nearby offices

Firms

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
EDWARD JONES
SEIA
CAPTRUST
GREAT VALLEY ADVISOR GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
STARK WEALTH MANAGEMENT LLC
WAGNER WEALTH MANAGEMENT, CORP.
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
LINCOLN INVESTMENT
J. W. COLE ADVISORS, INC.
MCDERMOTT INVESTMENT ADVISORS, LLC
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ROCHE ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC

Investors

RITA DANIELLE MILLER
KEVIN (NMN) KARPUK
CHRISTOPHER WILLIAM LAKATOSH
RYAN D WOOD
TIFFANY ANN GILBERT
MALCOLM LEE COWEN
Jennifer Diane Ceneviva
DAVID WEIKERT
Christopher A Zavecz
Michael Peters
Kareem Green
Jack Edward Franceschina
Christopher John Huber
Adam Brian Beers
Bradley Matthew Pendzick
Jerry B McQueen
DANIEL GREGORY NIGITO
BENJAMIN NEIL HAAS
DAVID JOHN ANTONCHAK
Benjamin Edward Antonchak
BRUCE EDWARD BALKCOM
PAUL DAVID RICHARD BARRY
HUBERT ROSIER ETCHISON JR.
Christian Richard Spugnardi
ELLIS KING CHANDLER
Justin Chase Warfel
KYLE SCOTT WAGNER
ALLEN SCOTT WAGNER
STEVEN CARL DRASHER
SHAUN O'BOYLE
Casey O'Boyle Giraud
KATHRYN LEE KUZO
MICHAEL JOHN SLINEY
WILLIAM PAUL WEBER
ARTHUR JOSEPH SMITH
JONATHAN SLINEY
PATRICK JOSEPH REILLEY
WILLIAM PHILLIP TREMBLER
MARK ALEX HEMPHILL
KEVIN MEREDITH HEMPHILL
ANNA LAUREN JACOBY
JOSEPH MICHAEL KENDY
Margaret Louise McGuire
Jonathan Tyler Dolin
MICHAEL MARK MCGUIRE
ANDREW FRANCIS AIGNER
KATHLEEN KOVACS MCDERMOTT
JOHN PHILIP CITO
JONATHAN J MACK
CHARLES JOSEPH MCKELVEY
FORREST WILLIAM OBRIEN
JOSHUA JOHN ROCHE
JOHN LEROY ROCHE
LOUIS GERALD MAMMANA
LEONARD MICHAEL MUDLOCK
RYAN JOSEPH MCANDREW

Within 25 miles of Weissport, PA, Best Investors lists 103 registered investment advisory firms with 273 offices nearby, managing about $13.4T in combined regulatory AUM across 2,679,594 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 Weissport

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