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Best financial advisors in Bellevue, PA

Registered advisers within 25 miles of Bellevue, PA.

Offices
801
Firms
270
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,267,215 clients when Item 5C has a number
Avg / client
$5.57M
Combined AUM ÷ clients

Nearby offices

Firms

ALLSTATE FINANCIAL ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES & ASSOCIATES, INC.
MARINER
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OAKMONT CAPITAL MANAGEMENT, LLC
W&S BROKERAGE SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
GENEOS WEALTH MANAGEMENT, INC.
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES

Investors

CAROL L BENDIK
CHRISTOPHER HUTCHINSON
BRANDON MICHAEL PRUSS
ERIN LYNN WEBER
CASSIDY JOY CARLSON
TONI LEE ONDEK
BRIAN JESSE KOBLE
KENNETH ALLEN BREADEN
Jason T Pettner
GREGORY ROBERT CASTEN
KURT EDWIN CARLSON
CHRISTINE LYNN SAITTA
CHRISTOPHER LEE HUDSON
TRACY LYNN MCEUEN
ALPHONSE STEVEN WEBER
LAURA LEE FREEDMAN
RANDEL GUERRA MORRIS
Melinda Nicholson
MIGUEL ANGEL GONZALEZ
RICHARD PAUL BONDI
James Thomas Kartsonas
PATRICK BOTULA
Diana F Freedman
Myles Waltonbaugh-Clements
Jonathon Carl Pennline
ELIZABETH SPENCER DUCHAK
Jonathan Robert Lohman
MADISON ANNE PITTMAN
JOEL STEVEN SIROTA
NICHOLAS SEYMOUR
JOSEPH ELMER SEYMOUR
WILLIAM SWIONTEK
MICHAEL ANDREW GIELAROWSKI
MICHAEL A PRIOLA
JOSHUA NIEMAN
MICHAEL BLAIR PRIOLA
MARK FRANK PITTMAN
THOMAS MARK WALSH
William Joseph Sangaila-Borlak
RAYMOND ALLAN SCHON
GINA MARIE KOVATCH
LAWRENCE JON KOTESKI
Kyle Richard Rioboli
Nathan Davis Graham
Michael Thomas Komaniak
JERRY EDWARD KATZ
JOSEPH J BLANAR
Marcelo Augusto Antonelli
Matthew Jeffrey Stehle
Caitlyn Rose Verno
GILBERT E. DAVIS
JOHN GEORGE KESICH
THEODORE FRANCIS STAATS
MICHAEL THOMAS COLEMAN
GLENN MICHAEL COLEMAN
KYLE FREDERICK BECKHUSEN
ADAM KOEBELE WRIGHT
KATHLEEN SEECH WRIGHT
TIMOTHY BERTHOLD ONEILL
JACK EDWIN DORAN
DENNIS ARTHUR DELUCA
Lance Blaine Burgert

Within 25 miles of Bellevue, PA, Best Investors lists 270 registered investment advisory firms with 801 offices nearby, managing about $18.2T in combined regulatory AUM across 3,267,215 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 Bellevue

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