Best Investors Account Sign in

Best financial advisors in York Nw Salem, PA

Registered advisers within 25 miles of York Nw Salem, PA.

Offices
289
Firms
92
Combined AUM
$9.86T
Firm-wide filings, not assets booked only here
Clients
1.37M
1,371,199 clients when Item 5C has a number
Avg / client
$7.19M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MACRO ADVISORS, INC.
REALTA INVESTMENT ADVISORS, INC
STONEBRIDGE FINANCIAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INTEGRATED WEALTH SOLUTIONS, LLC

Investors

Colton Scott Kubicki
William Heird
Daniel Wayne Calloway
Justin Blake Smith
DANIEL EDWARD MCGARRY
JOSHUA PATRICK SMELTZER
JESSICA ANN MARIE HALL
BROCK RAYMOND HIVELY
CAMERON GOODLING
AARON NIELS GINGRICH
Andrew C Kahan
JEFF WINEKA
EMILY CATHERINE SIDES
SUSAN KAY HOYT
ANGIE RAE KLEIN
TABITHA LYN KIEBLER
KRISTIN NICOLE HERSHEY
JAY MATILAL DESAI
DARSHANA JAY DESAI
DIPAL HAMIR PATEL
MAHIR JAY DESAI
WADE CORNETT
SHANNON RENEE SHUPP
MIKESH JAY DESAI
JOHN ELI FRICK
BRIAN CHRISTOPHER LAUER
ANGELA LYNN DIETZ
PATRICK RYAN BARRY
JACOB BARRETT FREY
Nathan Randolph Bailey
Sarah Lauren White
CHRIS YVETTE POTTS
SHANNON GERALD BENDER
CHRISTOPHER MICHAEL LEHR
Eugene Lawrence Klesser
STEVEN GREGORY BLOUSE
ANDREW JOSEPH BLACKSTONE
TODD LAVERE MILLER
VIVIAN LOUISE DEHOFF
ROBERT FRANCIS KUCHERICH
Jeffrey Alan Gay
Robert Halbert
STEPHEN MICHAEL MCNAMARA
Joseph Francis Mahoney
Danielle Hope Flickinger
Kyle Timothy O'Donnell
Christopher David Albright
Jacob C Kent
RICHARD WILKINSON
Michael E Hoyt
MICHELLE WILKINSON
JAMES MORGAN SHAFFER
JAMIE KOHR CASH
Ryan Alan Sprenkle
David Alan Sprenkle

Within 25 miles of York Nw Salem, PA, Best Investors lists 92 registered investment advisory firms with 289 offices nearby, managing about $9.86T in combined regulatory AUM across 1,371,199 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 York Nw Salem

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 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