Best Investors Account Sign in

Best financial advisors in Monroeville, NJ

Registered advisers within 25 miles of Monroeville, NJ.

Offices
734
Firms
324
Combined AUM
$16.6T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,248,324 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CORTEN REAL ESTATE MANAGEMENT LLC
RUBENSTEIN PARTNERS
WISSAHICKON WEALTH MANAGEMENT LLC
BLACKROCK INVESTMENT MANAGEMENT, LLC
MYCIO WEALTH PARTNERS, LLC
J. W. COLE ADVISORS, INC.
MCADAM LLC
MARINER
EDWARD JONES
WEALTHPLAN INVESTMENT MANAGEMENT LLC
ARCHETYPE FUND MANAGEMENT LLC
PARK AVENUE SECURITIES LLC
GREAT VALLEY ADVISOR GROUP, LLC
TD PRIVATE CLIENT WEALTH LLC
CSP ADVISOR LP
LIBERTY ASSET PARTNERS
IPOSHARKS VENTURE MASTER FUND, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Benjamin Edward Hoffmann
Julie Ann Purcell
TONY T TRAN
JOSEPH MICHAEL PURCELL
Matthew Joseph Czuj
THOMAS JAMES O'CONNOR
ALIMU ABUDU
DAVID EDMUND LEES
JAMES JOSEPH BILES
MADELINE O'MALLEY YOUNG
James Trevouledes
William James Burrough
MICHAEL RYAN BLAHUSCH
Dante Anthony Wright
Conor Francis O'Malley
Jonathan Sepe
THOMAS FRANKLIN GUILLEBEAU
Stephen K. Pomposi
Alexandra Azara
L. PAUL DORSEY
Kelli M Brack
Craig D LaFay
MARK A POWERS
JAMES W DARGUSCH
JASON R KNIGHT
DANIELLE JOHANNA IVES
DANIEL DAVID GUSTAFSON
GEORGE THOMAS CLARKE
JASON MATHEW FORSTOT
Michael Edward Tindall
Jared Steven Deutsch
Aaron Robert Harwood
LYNN PAGANS
GREGORY R MALLISON
CHARLES JOSEPH MCNAMARA
DREW ALTON NEMETH
RICHARD HENRY ROPELEWSKI
PETER ANTHONY AUGUSTINE
OMAR FERNANDO CUJAR
GEORGE ROBERT PLOCK
MATTHEW DANIEL FITCH
ANDREA JOELLEN ARGUE
ANDREA S SCHRIEFFER
MICHAEL G DOLEZAL
ADAM PAUL WERNER
Trevor Campbell
HARALDS BONDARIS
PAUL THOMAS MORRONE
STEVEN JOSEPH HAUG
ELIZABETH MADONNA
KEVIN DAVID RAFFERTY
H PAUL FRIEDMAN
Ellen L Welsh
Trevor Raymond Wasbotten
Ruth Renee Stene
ANTHONY JAMES BENZ
Evan Coffey
Michael P Butrica
MICHAEL JOSEPH MARTIN
JEFFREY MARC ALEXANDER
MICHAEL JOSEPH DEDDA
Jay Douglas Thompson
JOEL WAYNE JOSEPHS
EDWARD WILLIAM QUIRK
CLAIRE DELANEY HART
JEFFREY PAUL KOLODJSKI
PHILIP ALEXANDER ROSENAU
RICARDO JOAO FERREIRA
MICHAEL RYAN LAATSCH
PATRICK ABRUNZO
Kayla Hall
CODY JAMES KAVE
JORDAN THOMAS WOLD
JAMES J SPINELLI
SETH CHARLES HANSVICK
Alexis Perron
SARAH LOUISE JOHNSON
JULIE ANN DOUGLAS MADDOX
JOSEPH STUART KARP
MATTHEW WAYNE MARTINSON
JONATHAN WILLIAM CHILDS
NICHOLAS DAVID DALESSANDRO
ROBERT STEVEN SCHMAUK
Tiernan Patrick Talbot
MARK ANTHONY ROSSBACH
RYAN JOHN SHANLEY
THOMAS JOHN LALLY
SCOTT DANIEL BANTZ
JARED RAY KROG
JASON L DELCOLLO
ROBERT STEVEN SCHMAUK
RICHARD MARK TYROLER
Brian J Samec
JAMES OTTO SHOUP
MICHAEL BRADLEY ENGLUND
DAMON JEREMY BOYAR
CARMEN MARIA BOLIUS ANDREWS
ERIN MARIE FREUND
ERIC BRIAN PARNELL
Robert Taylor Anderson
DAVID M HAWLEY
Benjamin Joseph Johnson
ROGER ALAN ANDERSON
Nicholas Steven Sarlo
MATTHEW WAYNE SIEGEL
ADAM ZIELINSKI

Within 25 miles of Monroeville, NJ, Best Investors lists 324 registered investment advisory firms with 734 offices nearby, managing about $16.6T in combined regulatory AUM across 3,248,324 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 Monroeville

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM