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Best financial advisors in Wilkes Barre, PA

Registered advisers within 25 miles of Wilkes Barre, PA.

Offices
168
Firms
66
Combined AUM
$9.99T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,078,459 clients when Item 5C has a number
Avg / client
$3.24M
Combined AUM ÷ clients

Nearby offices

Firms

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CHANCELLOR FINANCIAL GROUP WB LP
TRUSTMONT ADVISORY GROUP, INC.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ASCO FINANCIAL GROUP, INC.
CLEMENTE INVESTMENT SERVICES LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PFS INVESTMENTS INC.
EAGLE STRATEGIES LLC

Investors

MELISSA ANN SEITCHEK
Deborah L Telesz
ANDREW ROBERT PHILLIPS
Thomas James O'Day
LAWRENCE PHILIP HAMILTON
Eileen Y Song
RUSSELL LEE GOODMAN
MARK JOHN KATARSKY
EDWARD JOSEPH KATARSKY
Joseph P Krugel
KEVIN JOSEPH KRUGEL
Eric A Rivera
BRENT WILLIAM MAKARCZYK
William Amesbury
Olivia Marie Casale
JAMES (NMN) CLEMENTE
STEPHEN NICHOLAS CLEMENTE
JEROME JOSEPH MCHALE
DONALD PAUL WILLIAMSON
Emily Moore
Peter Shelp
Joseph Houlihan
JAMES HENRY VANWERT
JAMES H VAN WERT
CHRISTINE LYNN Ambrose
BRIAN LEON KUHNS
REBECCA SOWA BARTUSKA
JOSEPH L MC DONOUGH
RICHARD ALAN PASCOE
LAUREN PASCOE KAYRISH
MOHAMMED NAJIB
BREANNA MARIE KALINOWSKI
CARLA CHRISTINE JAGODZINSKI
William Paul Walsh

Within 25 miles of Wilkes Barre, PA, Best Investors lists 66 registered investment advisory firms with 168 offices nearby, managing about $9.99T in combined regulatory AUM across 3,078,459 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 Wilkes Barre

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