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Best financial advisors in Wyomissing, PA

Registered advisers within 25 miles of Wyomissing, PA.

Offices
358
Firms
138
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,737,008 clients when Item 5C has a number
Avg / client
$4.21M
Combined AUM ÷ clients

Nearby offices

Firms

SOWELL MANAGEMENT
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CREATIVEONE WEALTH, LLC
GOOD LIFE ADVISORS, LLC
HIGHTOWER ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GIRARD ADVISORY SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
SAVANT WEALTH MANAGEMENT
PRIVATE ADVISOR GROUP, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WALSKY INVESTMENT MANAGEMENT INC
CONNORS INVESTOR SERVICES INC
FOCUS PARTNERS WEALTH, LLC

Investors

DIANNE MAE LUTZ
TIMOTHY A SHEEHAN
Michael Joseph Murphy
ANDREW STEVEN HEIFER
KEVIN MICHAEL CAVANNA
BRIAN DOUGLAS TRAINER
JAMES BERNARD POOLE
COURTNIE ELIZABETH GRAY
CHRISTOPHER N NEEDS
Woodrow Wilson McGill
CHRISTOPHER CARL WHITCOMBE
Pierce A Giancaterino
NOAH HARRIS BROOKS
William McCanney
THOMAS PAUL LUTZ
DARREN JAMES MARCH
ROBERT JOHN STOUDT
LISA ELIZABETH ASHCROFT
RICKY LEE SPEICHER
JOSHUA LUKE DELP
LAWRENCE MICHEAL LUBAS
VALERIE N DELP
PAMELA MARIE SUTLIFF
Michael Alexander Herman
LORI GOOD BRENNAN
VIRGIL A KAHL
Gregory Scott Frank
Jose Aramis Arevalo
Brian Guenard
ANGELA RENEE ALEXANDER
Tara Garcia
ROBIN WOOD PYSHER
TRAVIS DAVID FREDERICKS
THOMAS KEITH WILLIAMS
AMANDA LEIGH FAITH
MICHAEL JOSEPH DINAN
ALAN MATTHEW FERTEL
CLAUDIA CATHERINE WERT
ROBERT ALAN WERT
ELIZABETH ANN WARD
CRAIG DOUGLAS HAFER
RYAN F MCCALLUM
STEVEN EARL POTTIEGER
ROBERT W HAHN
PETER JAMES CONNORS
DEBORA M COVELL
STEVEN SILVERMAN
Benjamin Robert Connors
THOMAS RAYMOND PLATT
BRIAN GARY MCCOY
ROBERT JOHN CAGLIOLA
SCOTT ALLEN WORLEY
SEAN JOSEPH MCGINN
MICHAEL J HEISER
MATTHEW ROBERT SPEZIALETTI
ANDREW TAYLOR URBAN
BRAD MATTHEW BRISAN

Within 25 miles of Wyomissing, PA, Best Investors lists 138 registered investment advisory firms with 358 offices nearby, managing about $11.5T in combined regulatory AUM across 2,737,008 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 Wyomissing

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM