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Best financial advisors in Wickhaven, PA

Registered advisers within 25 miles of Wickhaven, PA.

Offices
377
Firms
124
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
2.84M
2,838,956 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
CITIZENS SECURITIES, INC.
BOATMAN WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STONEX ADVISORS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

DANIEL ODONNELL
LISA HEGYES
GARY WILLIAM BOATMAN
WILLIAM H HECKLICK
Chad Michael Novotney
HAYDEN MCCALL PASCOE
Mason Charles Pascoe
CARLY J JENKINS
James Alan Gwyer
Michael Kanalis
IOANA GAVRIS WAGLE
LUKAS Richard GOEHRING
Bradley Thomas Appleby
BRYAN DOUGLAS BOUGHER
ERIC MICHAEL LUCKEY
DONALD THOMAS FETSKO
MAX RICHARD HOUSE
THOMAS ALLEN DICKEY
Anthony Capotosto
SCOTT D PRITCHARD
ROGER WILLIAM KNOUSE
MICHAEL WILLIAM DOWLING
JOSEPH PAUL PRICE
ROBYN LEWIS

Within 25 miles of Wickhaven, PA, Best Investors lists 124 registered investment advisory firms with 377 offices nearby, managing about $14.1T in combined regulatory AUM across 2,838,956 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 Wickhaven

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM