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Best financial advisors in Bentleyville, PA

Registered advisers within 25 miles of Bentleyville, PA.

Offices
505
Firms
197
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
2.85M
2,853,211 clients when Item 5C has a number
Avg / client
$6.02M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
TRENDSCAST FINANCIAL LLC
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
BOATMAN WEALTH MANAGEMENT, LLC
HORNOR, TOWNSEND & KENT, LLC
PNC WEALTH MANAGEMENT LLC
VALLEY BROOK CAPITAL GROUP
NEWEDGE ADVISORS
NEW EDGE WEALTH
LPL ENTERPRISE, LLC
ILG PRIVATE WEALTH, INC.

Investors

LUKAS Richard GOEHRING
MICHAEL JON BUDINSKY
Chad Michael Novotney
WILLIAM H HECKLICK
NICHOLAS Joiseph DESTEFANO
NEIL LOUIS MAGGI
CARLY J JENKINS
LISA HEGYES
JOSHUA EDWARD MEYER
GARY WILLIAM BOATMAN
James Alan Gwyer
Michael Kanalis
KEVIN RICHARD ROSE
RICHARD ROBERT ROSE
EDWARD ROBERT CEHELSKY
DANIEL ODONNELL
Benjamin Louis Martik
ROBERT MICHAEL PULIT
JAYME ALAN RUSSO
GREGORY JON MARTIK
JOSHUA PATRICK MAHER
MICHAEL THOMAS BIGLEY
RICHARD LEE HURT
KENNETH SCOTT RAYMOND
Karen Ann Iannucci
JOHN HOWARD IANNUCCI
BRETT ALLAN FOWLER

Within 25 miles of Bentleyville, PA, Best Investors lists 197 registered investment advisory firms with 505 offices nearby, managing about $17.2T in combined regulatory AUM across 2,853,211 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 Bentleyville

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