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Best financial advisors in West Cressona, PA

Registered advisers within 25 miles of West Cressona, PA.

Offices
134
Firms
60
Combined AUM
$9.54T
Firm-wide filings, not assets booked only here
Clients
1.36M
1,358,630 clients when Item 5C has a number
Avg / client
$7.02M
Combined AUM ÷ clients

Nearby offices

Firms

PRIVATE ADVISOR GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
ATLAS WEALTH PARTNERS LLC
LPL FINANCIAL LLC
SANTANDER SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL ENTERPRISE, LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.

Investors

FRANK PETER SABATUCCI
RANDY JOHN ESHLEMAN
ANGELA MICHELLE BARKET
JEFFREY DAVID KERCHER
MICHAEL ROBERT DAVIS
JONATHAN CONOVER
MICHAEL CHARLES MCNULTY
Michael Anthony Billera-Smith
Christopher John DiRenzo
Cheryl Lori Batdorf
SEAN PATRICK MCCULLOUGH
MICHAEL JOSEPH JANVRIN
Kyle Hutchinson
GAIL C FORD
Ethan T Miller
KIRSTAN COLLEEN ULRICH
SYDNEY DIANNE SCHAEFFER
JUSTIN DANIEL SCHAEFFER
Michael Warren Listmeier
Kevin Patrick Sweeney
SHARON SUE WISLER
Jared Michael Sadowski
EDWARD VINCENT SWEENEY
Christopher Vorgity
MEGAN DEVINE
JACQUELINE LEE PULFORD
MAGGIE GARMAN
JOSHUA DAVID HIRNEISEN
KAREN MARIE BAUSCH
KENDRA ELIZABETH KLAHR
JOSEPH JAVIER SANCHEZ
ADAM CRONOMIZ
DIANNE PHILLIPS
DANIEL LEE WEIDENHAMMER
ERIC EDWARD GRADWOHL
JAMES EDWARD MILLER
JOSHUA LUKE DELP
LAWRENCE MICHEAL LUBAS
VALERIE N DELP
MARY THERESA CARR
JOHN RICHARD JOLLS
PHILIP C. BOYER
STACY E MENSCH
IAN JAMES MILLER
David Christopher LeBlanc
TODD ROBERT NEWMAN
W BRADFORD WHITE
SCOTT JERE DAVIS
ADAM DAVID LORD
MINNIE A MAURER
MARK CHRISTIAN CHAFFE
ANDREW C CHAMPAGNE
HARRY JEFFREY HERB
BRYANT JAMES FERRIS
ALISON MARIE BOWER
JENNIFER LYNN GUTHIER
THOMAS PATRICK WHITE
THOMAS GEORGE SCHRECK
MICHAEL WARD ANDERSON
JENNA P JOHNSEN
WILLIAM BRANDON BYRNE
KATHRYN MARTIN
BRIAN JOSEPH BUBNIS
KENT WILLIAM DAVIS
DONNAMARIE RICCIO
SCOTT GOLA
Martin Edward Braam
EVAN LOWELL HAND
JOSHUA DONALD WEAKNECHT
MICHAEL LOUIS BUCKLIN
NICHOLAS ANTHONY GRIFFITHS

Within 25 miles of West Cressona, PA, Best Investors lists 60 registered investment advisory firms with 134 offices nearby, managing about $9.54T in combined regulatory AUM across 1,358,630 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 West Cressona

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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM