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Best financial advisors in Beaver Falls, PA

Registered advisers within 25 miles of Beaver Falls, PA.

Offices
379
Firms
139
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
2.10M
2,103,575 clients when Item 5C has a number
Avg / client
$6.08M
Combined AUM ÷ clients

Nearby offices

Firms

ALLSTATE FINANCIAL ADVISORS, LLC
EDWARD JONES
TRUSTMONT ADVISORY GROUP, INC.
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
WESTERN WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EXODUS WEALTH, LLC
KESTRA ADVISORY SERVICES, LLC
HORACE MANN INVESTORS, INC.
LPL ENTERPRISE, LLC
CATLIN FINANCIAL, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.

Investors

Michael Morgan Tolliver
Tyson Smith
JAMES DANIEL AULT
RENEE R VARNER
Gibson Wiley McCracken
BENJAMIN PAUL BURKHEAD
ALAN ANDREW FLICK
DANIEL ALBERT FLICK
Grace Jennifer Zupsic
EDWARD ANTHONY ISABELLA
JESSE ARMAND PIGONI
Samuel Lee Berdine
BRIAN DALE DANIELS
ROBERT D DONNELLY
RANDY LYNN MITCHELL
COSTAS ANGELO GREKIS
MARLIN M THOMAS
JOHN WESLEY HAYNES
LACEY ANN YORK
CARLY LYONS
WALTER MANCING
JAMES ROBERT LUCKEY
Peter Loncar
Brent Christian Stein
Mirko Nikola Loncar
Elijah Michael Loncar
Jennifer Reill Cepek
JAMIE PAUL PATTEN
MICHAELE FRAME MCNELIS
Brodie James Patten
RALPH LOUIS LINARELLI
Rita Mari Endler
Maria Anne Corradi

Within 25 miles of Beaver Falls, PA, Best Investors lists 139 registered investment advisory firms with 379 offices nearby, managing about $12.8T in combined regulatory AUM across 2,103,575 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 Beaver Falls

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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