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Best financial advisors in Williamsport, PA

Registered advisers within 25 miles of Williamsport, PA.

Offices
49
Firms
23
Combined AUM
$8.75T
Firm-wide filings, not assets booked only here
Clients
1.06M
1,056,359 clients when Item 5C has a number
Avg / client
$8.28M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
MERIT FINANCIAL ADVISORS
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
TRUSTMONT ADVISORY GROUP, INC.

Investors

JASON MATTHEW DUGAN
Derek Scott Snyder
CHASE GREGORY SNYDER
Andrew Robert Newcomb
Keely Swartwood
DEAN ROLAND SHOWERS
Tammy L Rupert
CHRISTINE MARIE SLEBODA
Sherri Lyn Huber
Steven D Bair
MICHAEL V MAURO
WILLIAM JOSEPH MAURO
GREGORY JASON BELL
JOHN MICHAEL MACHAK
LAUREN H MCDONALD
Austin Tyler Kissinger
Zachery R Eddinger
Delaney Jane Jean
DARLA D WISE
JOSEPH JAMES FAUX
AUSTIN MILLAR
CHARLES H FRAZIER
Matthew Harry Cardillo
KORY R. DATRES
JACOB JOHN SEKEL
BRETT WESLEY GOOD
SHELDON DUANE CASTLE
JASON RICHARD ENGEL
MICHAEL MARVIN SCHICK
TIMOTHY EDWARD BENNER
CURTIS GREGORY FAY
ROBERT PERLEY CROCKETT
MICHAEL P BARCLAY
DANIEL NORMAN LEHMAN
David Tanney
Megan Jo Fisher
Ryan Allen Miller

Within 25 miles of Williamsport, PA, Best Investors lists 23 registered investment advisory firms with 49 offices nearby, managing about $8.75T in combined regulatory AUM across 1,056,359 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 Williamsport

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM