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Best financial advisors in Wind Gap, PA

Registered advisers within 25 miles of Wind Gap, PA.

Offices
294
Firms
110
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,749,064 clients when Item 5C has a number
Avg / client
$4.88M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STONEX ADVISORS INC.
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GREAT VALLEY ADVISOR GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THURSTON SPRINGER ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

ROBERT CHARLES SCHUBERT
SCOTT CURTIS BUTLER
Christian Butler
Hugh Richard Zeffer
DWAYNE LYN SNYDER
GARY G STOUDT
Andrew J Mill
ERIC MARK FEHR
DANIEL JOSEPH FLOOD
Dana Flynn Vlasics
Lloyd Paul Jones
Kevin C Jones
AMBER LEIGH CARRICK
ERIC THOMAS NIKLES
DEBRA JILL MOSSER
Joseph Connell
JOHN ANTHONY GISOLFI
Kurt Ryan Kowalski
TIMOTHY N YOUNG
Tiffani Linn Tita
Mary Grace Cardow
MICHELLE LYNN HEIDE
HAROLD EDWARD HAGY
MATTHEW JOHN FIELD
TERRY RICHARD DANISH
KRISTY Jo KUREK
VICKI RACHELLE KIRKPATRICK
KEVIN N KENDALL
CONRAD VINCENT WYATT
Wilfredo Medina
JOHN ANTHONY SOBRINSKI
JOHN ANTHONY SOBRINSKI

Within 25 miles of Wind Gap, PA, Best Investors lists 110 registered investment advisory firms with 294 offices nearby, managing about $13.4T in combined regulatory AUM across 2,749,064 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 Wind Gap

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