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Best financial advisors in Wernersville, PA

Registered advisers within 25 miles of Wernersville, PA.

Offices
338
Firms
130
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,736,993 clients when Item 5C has a number
Avg / client
$4.12M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
SOWELL MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GIRARD ADVISORY SERVICES, LLC
LPL ENTERPRISE, LLC
COMMONWEALTH FINANCIAL NETWORK
SAVANT WEALTH MANAGEMENT
PRIVATE ADVISOR GROUP, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CONNORS INVESTOR SERVICES INC
FOCUS PARTNERS WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CITIZENS SECURITIES, INC.
LOUNTZIS ASSET MANAGEMENT, LLC
WALSKY INVESTMENT MANAGEMENT INC
BLACKRIDGE ASSET MANAGEMENT, LLC

Investors

RANDY JOHN ESHLEMAN
TIMOTHY A SHEEHAN
DIANNE MAE LUTZ
Michael Joseph Murphy
THOMAS PAUL LUTZ
DARREN JAMES MARCH
ROBERT JOHN STOUDT
LISA ELIZABETH ASHCROFT
JOSHUA LUKE DELP
LAWRENCE MICHEAL LUBAS
VALERIE N DELP
RICKY LEE SPEICHER
THOMAS KEITH WILLIAMS
AMANDA LEIGH FAITH
MICHAEL JOSEPH DINAN
ALAN MATTHEW FERTEL
CLAUDIA CATHERINE WERT
ROBERT ALAN WERT
RYAN F MCCALLUM
STEVEN EARL POTTIEGER
ROBERT W HAHN
PETER JAMES CONNORS
DEBORA M COVELL
STEVEN SILVERMAN
Benjamin Robert Connors
THOMAS RAYMOND PLATT
BRIAN GARY MCCOY
ROBERT JOHN CAGLIOLA
SCOTT ALLEN WORLEY
SEAN JOSEPH MCGINN
MICHAEL J HEISER
MATTHEW ROBERT SPEZIALETTI
ANDREW TAYLOR URBAN
BRAD MATTHEW BRISAN
ANDREA LEIGH HETRICK
JEFFREY MARK DETWILER
TIMOTHY WHITMOYER
APOSTOLOS PAUL JOHN LOUNTZIS
ZACHARY PAUL LOUNTZIS
CHRISTOPHER MICHAEL MUELLER
ELIZABETH ANN WARD
CRAIG DOUGLAS HAFER
DENNIS BIAGIO PELLEGRINI

Within 25 miles of Wernersville, PA, Best Investors lists 130 registered investment advisory firms with 338 offices nearby, managing about $11.3T in combined regulatory AUM across 2,736,993 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 Wernersville

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM