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Best financial advisors in Wheelerville, PA

Registered advisers within 25 miles of Wheelerville, PA.

Offices
36
Firms
18
Combined AUM
$4.41T
Firm-wide filings, not assets booked only here
Clients
625K
624,530 clients when Item 5C has a number
Avg / client
$7.07M
Combined AUM ÷ clients

Nearby offices

Firms

J.M. HITE FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
EDWARD JONES

Investors

JAKOB HITE
MATTHEW G GEER
Ethan C Landis
Robert Davis Williams
Zachary Zane Rentzel
STACEE RAE HARER
MATTHEW KIRK LANDIS
DEREK ALAN BATZ
TARI KIM TROWBRIDGE
Noah Bennett
CHRISTOPHER LAMAR ROUPP
JASON MATTHEW DUGAN
Derek Scott Snyder
CHASE GREGORY SNYDER
Andrew Robert Newcomb
Keely Swartwood
GREGORY JASON BELL
JOHN MICHAEL MACHAK
LAUREN H MCDONALD
Tammy L Rupert
DEAN ROLAND SHOWERS
CHRISTINE MARIE SLEBODA
Sherri Lyn Huber
Steven D Bair
MICHAEL V MAURO
WILLIAM JOSEPH MAURO
WILLIAM ROSS GOWIN
TYLER ROBERT KREGER
JERAD RYAN ROSENDAHL
Austin Tyler Kissinger

Within 25 miles of Wheelerville, PA, Best Investors lists 18 registered investment advisory firms with 36 offices nearby, managing about $4.41T in combined regulatory AUM across 624,530 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 Wheelerville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM