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Best financial advisors in West Lebanon, PA

Registered advisers within 25 miles of West Lebanon, PA.

Offices
139
Firms
49
Combined AUM
$9.93T
Firm-wide filings, not assets booked only here
Clients
1.32M
1,320,031 clients when Item 5C has a number
Avg / client
$7.53M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
EDWARD JONES
SPC
LPL FINANCIAL LLC
CHAPEL HILL INVESTMENT ANALYSTS INC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
BROOKSTONE WEALTH ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
RETIRE PITTSBURGH MANAGEMENT LLC
CITIZENS SECURITIES, INC.

Investors

RYAN RICHARD SIKORA
JOHN CLAIR DALLER
RONALD JOHN BOLLER
WILLIAM EDWARD SALEM
Ryan Lee Hutchison
Francis J Aiello
Darren Andrew Bonson
MICHAEL S MALOY
JOHN ANTON SPORAR
JOSEPH SCOTT CODRICK
Adam James Riggle
Ryan Marshall Codrick
Cameron Anthony Tobias
ERIC NORRIS HALEY
ROBERT M ROSKOSH
Michael Vincent Dubosky
MARYANNE W ECKELS
Brittany Yvonne Carter
ROBERT JOSEPH GLATT
MICHAEL BRIAN WARGO
MICHAEL W NYE
CHERYL CARRETTA WHITNEY
Robert H DiCristofaro
LADD ALDEN WAGNER
DAVID GREGORY OBLOCK
DONALD ROBERT ANGEL
ROY WILBERT ANDERSON
EDWARD JOHN OPAT
RICHARD R KULBACKI
RONALD WILLIAM GEISLER
BRYAN CHRISTOPHER DAVIS
Luke William Jackson
Alexander Opat
SHANE WILLIAM GALINO
KENNETH MICHAEL SULLIVAN
REBEKAH SUZANNE KIGER
Roberta M Wagner
SHAWNA L Sklarsky
CHAD MCCONNELL

Within 25 miles of West Lebanon, PA, Best Investors lists 49 registered investment advisory firms with 139 offices nearby, managing about $9.93T in combined regulatory AUM across 1,320,031 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 Lebanon

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM