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Best financial advisors in White Hall, PA

Registered advisers within 25 miles of White Hall, PA.

Offices
138
Firms
53
Combined AUM
$7.20T
Firm-wide filings, not assets booked only here
Clients
899K
899,240 clients when Item 5C has a number
Avg / client
$8.00M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
THRIVENT ADVISOR NETWORK, LLC
FINANCIAL CONSULATE
OSAIC ADVISORY SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
ELEMENT WEALTH ADVISORS
ELEMENT RISK WEALTH ADVISORS
THRIVENT INVESTMENT MANAGEMENT INC.
SAVANT WEALTH MANAGEMENT
TRUIST ADVISORY SERVICES, INC.

Investors

Clinton J Forry
Brittany Fisher
DAVID POEHLMANN
Thomas John Paholsky
VINCENT PASQUALE CERCEO
Dana B Alexander
ANDREW DAVID RIGGLE
TYSON ANDREW NOEL
BRENT F CLABAUGH
ROBERT MILLER
JACOB ALAN LAWRENCE
Andrew Riggle
MARISA ANN BOYLE
JAMES ANDREW DUNLOP
Holly Rosensteel
Robert Comer Boehner
Leo Anthony Lavezza
Jamie Lee Mladenoff
DEVON VIRGINIA ELLIS
MATTHEW DAVID BOSSALINA
Charlene Bridger
Garrett Rohrbaugh
KELLY Layton KAMPSTRA
JAMES VANCE KAMPSTRA
Connor Matthew Smith
JOSEPH GAGLIARDI JR
Andrew Csuri
Joseph Marlyn Wildasin
Andrew G Mudalel
Ayden David Dougherty
Patricia Lovejoy Hegberg
CHRISTOPHER MICHAEL STOCK
RICHARD PATRICK ELLENBERGER
BARON DOUGLAS SPRINGFIELD

Within 25 miles of White Hall, PA, Best Investors lists 53 registered investment advisory firms with 138 offices nearby, managing about $7.20T in combined regulatory AUM across 899,240 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 White Hall

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM