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Best financial advisors in West Sunbury, PA

Registered advisers within 25 miles of West Sunbury, PA.

Offices
109
Firms
46
Combined AUM
$6.77T
Firm-wide filings, not assets booked only here
Clients
1.62M
1,619,660 clients when Item 5C has a number
Avg / client
$4.18M
Combined AUM ÷ clients

Nearby offices

Firms

STOREHOUSE INVESTMENTS LLC
CITIZENS SECURITIES, INC.
IMPACT PARTNERSHIP WEALTH, LLC
PRIVATE ADVISOR GROUP, LLC
NEWEDGE ADVISORS
EDWARD JONES
JANNEY MONTGOMERY SCOTT LLC
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC

Investors

SIMONAE REANNA LYLES
ROBERT EDWARD LYLES
Jacob Ryan Fuller
Kelton Merrill Burgess
NICHOLAS SAMUEL PEROD
THOMAS ALAN MASTERS
BRITTANY LOUISE SHAKER
AMANDA MARIE BOLINGER
Robert E Kwiat
Jon Craig Denman
Brock David Cheurco
Shawn Christopher Sauerwein
JEFFREY PAUL GENKINGER
Tyler Adam James Weisgarber
CHARLES LYNN SIMON
DAVID ALLEN FAHRENTHOLD
DOMINIQUE A JOHNSON
ALAN JON CORNELL
Ryan Krist
Brennon Paik
Tyler Blake
Daniel Thomas Manjooran
Kyle William Walchli

Within 25 miles of West Sunbury, PA, Best Investors lists 46 registered investment advisory firms with 109 offices nearby, managing about $6.77T in combined regulatory AUM across 1,619,660 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 Sunbury

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM