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Best financial advisors in Belle Vernon, PA

Registered advisers within 25 miles of Belle Vernon, PA.

Offices
569
Firms
207
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,941,243 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
BOATMAN WEALTH MANAGEMENT, LLC
CITIZENS SECURITIES, INC.
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
KEY INVESTMENT SERVICES LLC
THE HUNTINGTON INVESTMENT COMPANY
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
OSAIC INSTITUTIONS, INC.
DIGIORGIO CAPITAL MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SALCEDO FINANCIAL SERVICES
CENTAURUS FINANCIAL, INC.

Investors

DANIEL ODONNELL
GARY WILLIAM BOATMAN
LISA HEGYES
HAYDEN MCCALL PASCOE
Mason Charles Pascoe
CARLY J JENKINS
WILLIAM H HECKLICK
Chad Michael Novotney
LUKAS Richard GOEHRING
James Alan Gwyer
Michael Kanalis
PETER MICHAEL TUMBAS
Richard Matthews
MICHAEL JON BUDINSKY
Ashley M Frazier
IOANA GAVRIS WAGLE
MARK ANTHONY DIGIORGIO
CRAIG WILSON BAUM
JOSHUA EDWARD MEYER
Matthew James Salcedo
KEVIN RICHARD ROSE
RICHARD ROBERT ROSE
ARMAND CHARLES SPERDUTO

Within 25 miles of Belle Vernon, PA, Best Investors lists 207 registered investment advisory firms with 569 offices nearby, managing about $17.2T in combined regulatory AUM across 2,941,243 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 Belle Vernon

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