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Best financial advisors in Ambridge, PA

Registered advisers within 25 miles of Ambridge, PA.

Offices
723
Firms
260
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,261,615 clients when Item 5C has a number
Avg / client
$5.55M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ADAMS CAPITAL MANAGEMENT, INC.
SEWICKLEY FINANCIAL LLC
SCHENLEY CAPITAL, INC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
JMS CAPITAL GROUP WEALTH SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
NAV WEALTH PARTNERS
LPL FINANCIAL LLC
FRAGASSO FINANCIAL ADVISORS

Investors

MICHAEL JAMES HYTLA
JOHN DAVID RISHELL
THERESA ANN SIMS
TIMOTHY WILLIAM ALBERT
Lon-Michael Keeley
Brendan Bradley Garvey
ERIC N CARLSON
ELIZABETH HAMMER GENTER
JOSEPH M HOOVER
Lesley Baker
SCOTT WILLIAM MILLER
MELISSA TSAGGARIS CORSO
JOHN MARTIN SCHNEIDER
LAURA S GLEGHORN
RANDOLPH ANTHONY BODNAR
BRIAN MATTHEW SPENCER
ERIC SCOTT LEWIS
Sumana Naik
SUZANNE BARRITT KUSKA
Ian SHAWN Fremer
TONI ANN SACCO
LORI ANN BRINKER
MATTHEW GEORGE HURRAY
Daniel Michael Dee
Kevin Gang
LAURA K. PULVINO
KRISTINA M POCKL
ARCHIBALD LEONARD
John V Maggio
Melissa N Gutherie
Patrick Ryan Fanning
Alex M Ferraccio
Jacob Rebel
CARL JOHN MARSHALWITZ
KAREN LYNN MARSHALWITZ
KATHERINE KELLY LARSEN
WILLIAM HENRY BROWN
Samantha Lynn Burke
Kathleen Annette Cavataio
DEBORA LYNN WARYANKA
GAIL S COSTA
DANIKA WUKICH
DAVID WILLIAM NEMECEK
DOMENICO TOMAS SCIULLI
RYAN CHRISTOPHER KNOLL
Alexander Atticus Gough
Drew Wagnild
JAMES MARTIN REED
RONALD WAYNE POWELL
JOHN WAYNE NELSON
ROBERT STEPHEN KADILAK
WILLIAM EDWARD WOLFE
BRIANNE DOROTHY KING
PAUL MEHNO
DANIEL JAMES DINGUS
LILIANN MOSER
MICHAEL HALL GODWIN
BRANDON XAVIER SCHWAN
MALLORY KATE LABIK
BRYAN MICHAEL REFT
Serhiy Zayats
William Gregory Skidmore
BERNARD ELWOOD CARTER
ROBERT JAMES YELENOVSKY
NICHOLAS R. REDSHAW
RACHEL WEAVER
BRENT RHUDY SUTHERLAND

Within 25 miles of Ambridge, PA, Best Investors lists 260 registered investment advisory firms with 723 offices nearby, managing about $18.1T in combined regulatory AUM across 3,261,615 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 Ambridge

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 MELLON INVESTMENTS CORPORATION $874B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM