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Best financial advisors in Whitehall, PA

Registered advisers within 25 miles of Whitehall, PA.

Offices
308
Firms
115
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,679,899 clients when Item 5C has a number
Avg / client
$5.03M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
GURNIAK FINANCIAL ADVISORS, INC.
LINCOLN INVESTMENT
J. W. COLE ADVISORS, INC.
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
ERICKSON FINANCIAL GROUP, LLC
MCDERMOTT INVESTMENT ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.

Investors

David Lee Anderson
DAVID JOHN ANTONCHAK
Benjamin Edward Antonchak
BRUCE EDWARD BALKCOM
SHAUN O'BOYLE
Casey O'Boyle Giraud
RICHARD THEODORE GURNIAK
KATHRYN LEE KUZO
MICHAEL JOHN SLINEY
WILLIAM PAUL WEBER
ARTHUR JOSEPH SMITH
JONATHAN SLINEY
PATRICK JOSEPH REILLEY
WILLIAM PHILLIP TREMBLER
MARK ALEX HEMPHILL
KEVIN MEREDITH HEMPHILL
ANNA LAUREN JACOBY
JOSEPH MICHAEL KENDY
Margaret Louise McGuire
Jonathan Tyler Dolin
MICHAEL MARK MCGUIRE
JONATHAN J MACK
KERRY DUANE ERICKSON
Chad David Wakeman
TIMOTHY J. ERICKSON
DAVID JOSEPH GRUBE
ANDREW FRANCIS AIGNER
KATHLEEN KOVACS MCDERMOTT
JOHN PHILIP CITO
Charan Preet Kaur
CHARLES JOSEPH MCKELVEY
FORREST WILLIAM OBRIEN
COLIN ORMSBY ANDERSON
THOMAS JOHN ERVOLINA
George Henry Yasso
Shikha Prashar
JAMES ANTHONY SERRATELLI
Conor James Gum
ANTHONY AUGUST VOROS
LUIS RAMON RIVERA
Richard A Seidel
Robbie Suzanne Hicks
SALLY JAYNE KACAR
RONALD PAUL WEBER
STEVEN CLARK HIMMELREICH
PETER ISAAC
MARCUS PATTERSON
TRAVIS SHEARER
BRYN LEE LINDENMUTH
LINWOOD ALLEN GILES
PATRICK MICHAEL MULLANEY
JOHN PATRICK NOON
DANIEL SCHMIDT
DAVID WILLIAM QUATRONE
JEFFREY RINGER
SCOTT ARTHUR SMITH
BRETT JOSEPH WERKHEISER
DEBORAH HAMBURGER
JENNIFER ANN RIGGS
MICHAEL MOWAD
DAVID WAYNE RABENOLD
STEVEN GRAZIO

Within 25 miles of Whitehall, PA, Best Investors lists 115 registered investment advisory firms with 308 offices nearby, managing about $13.5T in combined regulatory AUM across 2,679,899 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 Whitehall

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM