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Best financial advisors in White Mills, PA

Registered advisers within 25 miles of White Mills, PA.

Offices
66
Firms
30
Combined AUM
$8.86T
Firm-wide filings, not assets booked only here
Clients
2.38M
2,383,715 clients when Item 5C has a number
Avg / client
$3.72M
Combined AUM ÷ clients

Nearby offices

Firms

CENTAURUS FINANCIAL, INC.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
INTEGRATED CAPITAL MANAGEMENT, INC.

Investors

AMY ELIZABETH SPORER
ANTHONY J CAPRISTO
MATTHEW DWAYNE ANDERSON
Kelly Marie Fischer
Michael Joseph Krupa
Benjamin Chase Burkhardt
THOMAS F SPORER
CYNTHIA ANN GALLOWAY
Gordon Rhoads
Joseph W Adams
WILLIAM JAMES CARMODY
JONATHAN G SHEARD
Andrew Joseph Sheard
ERIC JOHN ODELL
JEREMY J PATTEN
JAMES MURRAY GARDAS
Holly Methfessel Ginas
Thomas G Regenski
RYAN M NAMIOTKA
CHERYL ANN LEWIS
Robert James Tugend
MICHAEL PECHERSKY
GINA PALMA BONACCI CAREY
JOHN RICHARD FISHER
GEORGE JOHN LEGAKIS
ERIC A. GASPER
RYAN J LEHMAN
PETER MORRIS SEYLER
Brian Andrew Tugend
JOSEPH CLAYTON PERFILIO
MICHAEL ANTHONY PACIOTTI
JUDE STAMBONE

Within 25 miles of White Mills, PA, Best Investors lists 30 registered investment advisory firms with 66 offices nearby, managing about $8.86T in combined regulatory AUM across 2,383,715 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 Mills

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM