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Best financial advisors in Boston, PA

Registered advisers within 25 miles of Boston, PA.

Offices
680
Firms
227
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,942,218 clients when Item 5C has a number
Avg / client
$5.93M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
DIGIORGIO CAPITAL MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J. W. COLE ADVISORS, INC.
SALCEDO FINANCIAL SERVICES
PNC WEALTH MANAGEMENT LLC
PLANMEMBER SECURITIES CORPORATION
CENTAURUS FINANCIAL, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EXODUS WEALTH, LLC
LPL ENTERPRISE, LLC
DUNCAN FINANCIAL PLANNING ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

PETER MICHAEL TUMBAS
MARK ANTHONY DIGIORGIO
Ashley M Frazier
CRAIG WILSON BAUM
Samuel Gerald Coccia
JASON MICHAEL LAUX
Peter Andrew Fasciano
Stephen Louis Ross
TERRENCE L JUDY
Justin James Stoupis
Matthew James Salcedo
ANTHONY FRANCIS QUINLAN
JAYSON LOUIS WEINBERG
Barry John Testa
JAMES JOSEPH MCCROREY
ARMAND CHARLES SPERDUTO
MATTHEW R CASHDOLLAR
JONATHAN BRIAN SULEY
JOSEPH JOHN MATUSZ
Daniel Morgano
JAMES BERNARD RYAN
Taylor Marie Marziotto
JOHN MICHAEL GDULA
THOMAS EDWARD EAGLEHOUSE
BRIAN DAVID DUNCAN
JOHN MARSHALL DUNCAN
LARRY LUND QVISTGAARD
DANA LYNN KLEIN
MONICA M GARVER
KRISTEN MARIE HULL
JULIE ANN SNYDER
Geoffrey Chisholm Alberstadt
COLTON LEE HEARN
ROBERT BOYD MCCALMONT
KATHY LEE WHITE
NANCY LEE CONNERS
EDWARD E KAVO
DAVID SCOTT DUNCAN
FRANCIS STEPHEN ZORACKI
TEREK WILSON
PATRICK WILLIAMS
Garrett Britton
Wayne Washowich
Ryan Gene Sharrer

Within 25 miles of Boston, PA, Best Investors lists 227 registered investment advisory firms with 680 offices nearby, managing about $17.4T in combined regulatory AUM across 2,942,218 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 Boston

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