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Best financial advisors in Bethel Park, PA

Registered advisers within 25 miles of Bethel Park, PA.

Offices
736
Firms
254
Combined AUM
$18.9T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,266,650 clients when Item 5C has a number
Avg / client
$5.77M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
PNC WEALTH MANAGEMENT LLC
KAPUSTA FINANCIAL GROUP
BLUE DEVIL ADVISORS LLC
KEY INVESTMENT SERVICES LLC
GENEOS WEALTH MANAGEMENT, INC.
MARINER
POPA FINANCIAL SERVICES, INC.

Investors

Nicholas JAMES Zapatka
JACK EDWARD DRISCOLL
Lance Blaine Burgert
CHRISTOPHER ANDREA MERLO
Britney Riana Hollick
THOMAS MARK WALSH
CYNTHIA LOUISE FICKLEY
DANIEL JOSEPH ROCCO
ERIC CULLEN MARTIN
MICHAEL RAY FORNEY
DOMENIC JOSEPH MANGIERI
JONATHAN DAVID MARTIN
NICOLE DIANA LAW
JAMES RONALD VERLATO
Catherine Mary Kapusta
Jillian M Gisoni
RYAN MATTHEW SUESS
MICHAEL JOSEPH DONNELLY
Luke Russell Penning
THEODORE FEITT
TIMOTHY BERTHOLD ONEILL
JACK EDWIN DORAN
MICHAEL THOMAS COLEMAN
GLENN MICHAEL COLEMAN
KYLE FREDERICK BECKHUSEN
ADAM KOEBELE WRIGHT
KATHLEEN SEECH WRIGHT
ALAN JOHN POPA

Within 25 miles of Bethel Park, PA, Best Investors lists 254 registered investment advisory firms with 736 offices nearby, managing about $18.9T in combined regulatory AUM across 3,266,650 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 Bethel Park

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