Best financial advisors in WILLIAMSON, PA

Registered advisers within 25 miles of WILLIAMSON, PA.

Offices

79

Firms

33

Combined AUM

$7.19T

Firm-wide filings, not assets booked only here

Clients

1.68M

1,678,337 clients when Item 5C has a number

Avg / client

$4.28M

Combined AUM ÷ clients

Nearby offices

MML INVESTORS SERVICES, LLC

1260 Maryland Ave Suite 106
Hagerstown, MD 21740

16.7 miles away

UNITED BROKERAGE SERVICES, INC

1219 Mount Aetna Road
Hagerstown, MD 21742

16.8 miles away

LPL FINANCIAL LLC

10721 FAIRWAY LANE
HAGERSTOWN, MD 21740

17.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

118 East Oak Ridge Drive Suite 1000
Hagerstown, MD 21740-7793

17.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

222 E Oak Ridge Dr Ste 1000
Hagerstown, MD 21740

17.3 miles away

CETERA INVESTMENT ADVISERS LLC

130 S EDGEWOOD DRIVE
Hagerstown, MD 21740

17.4 miles away

COMMONWEALTH FINANCIAL NETWORK

30 N Conococheague Street
Williamsport, MD 21795

17.7 miles away

KESTRA ADVISORY SERVICES, LLC

12019 BAYER DRIVE
SMITHSBURG, MD 21783

17.7 miles away

EDWARD JONES

10212 GOVERNOR LANE BLVD SUITE 1003 A
WILLIAMSPORT, MD 21795-4088

18.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

10210 Governor Lane Blvd Unit 2005 - Office 107
Williamsport, MD 21795

18.2 miles away

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

871 W. King Street Suite B
SHIPPENSBURG, PA 17257

PLAN2RETIRE

19935 NATIONAL PIKE
HAGERSTOWN, MD 21740

19.4 miles away

EDWARD JONES

244 S FAYETTE ST
SHIPPENSBURG, PA 17257-1706

19.7 miles away

CETERA INVESTMENT ADVISERS LLC

77 EAST KING ST
SHIPPENSBURG, PA 17257

20.1 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

5801 Williamsport Pike Suite 300
Martinsburg, WV 25404

22.2 miles away

LPL FINANCIAL LLC

1231 T J JACKSON DR
FALLING WATERS, WV 25419

22.2 miles away

MML INVESTORS SERVICES, LLC

79 West Main St
Hancock, MD 21750

23.4 miles away

NEWEDGE ADVISORS

375 NEWVILLE ROAD PO BOX 112
NEWBURG, PA 17240

24.4 miles away

LPL FINANCIAL LLC

316 N. MAIN STREET
BOONSBORO, MD 21713

24.9 miles away

Firms

MML INVESTORS SERVICES, LLC

UNITED BROKERAGE SERVICES, INC

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

COMMONWEALTH FINANCIAL NETWORK

KESTRA ADVISORY SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

NEWEDGE ADVISORS

Investors

DANIEL ALLEN NORRIS

JOHN BREWSTER STEVENS

Darrell Edward Evans

TIMOTHY BEALS PANTHER

SHANE MICHAEL SMALL

BRANDI DANIELLE SMALL

KEGAN PHILLIP MURPHY

GREGORY ALEXANDER ANDRA

KENNETH WILLIAM GRABER

DANIEL KENNETH GRABER

Alyssa M Groves

Brian David Yurek

JOSHUA ADAM ZOLDAN

Michael Joseph Eicher

WILLIAM DAVID LAPE

JEFFREY ALAN BOWERS

William James Graham

PHYLLIS ANN NYE

ROBERT JUDE RUSSOLI

JARRED TODD KNOTT

Jacob Robert Oakman Barling

JOHN L SCHRIEVER

GREG LESLIE MCMULLEN

Heidi Reif-Jones

Within 25 miles of WILLIAMSON, PA, Best Investors lists 33 registered investment advisory firms with 79 offices nearby, managing about $7.19T in combined regulatory AUM across 1,678,337 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 WILLIAMSON

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM