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Best financial advisors in Womelsdorf, PA

Registered advisers within 25 miles of Womelsdorf, PA.

Offices
342
Firms
132
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,754,453 clients when Item 5C has a number
Avg / client
$4.61M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
SPC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SOWELL MANAGEMENT
GT WEALTH LLC

Investors

DONALD ZWALLY HAVERSTICK
BRIAN SCOTT FISHER
LETIZIA JOSEPHINE CENTINI
CHRISTOPHER E WENGER
RYAN ARTHUR WEIGLE
Steven Brooks Goodhue
DONALD GEORGE GUISWITE
RANDY JOHN ESHLEMAN
Cheryl Lori Batdorf
Cameron James Leonard
AARON JAMES BARR
BEVERLY ANN BARR
TIMOTHY A SHEEHAN
ANGELA MICHELLE BARKET
JEFFREY DAVID KERCHER
DIANNE MAE LUTZ
Willie Russell Sawyers
Michael Joseph Murphy
Cole Miller
MATTHEW JOHN BARKET
KATHERINE ELIZABETH WENTLING
Joanne Marie Laessig
THOMAS E POLTERSDORF
THOMAS PAUL LUTZ
DARREN JAMES MARCH
ROBERT JOHN STOUDT

Within 25 miles of Womelsdorf, PA, Best Investors lists 132 registered investment advisory firms with 342 offices nearby, managing about $12.7T in combined regulatory AUM across 2,754,453 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 Womelsdorf

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM