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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

EDWARD JONES
THE HUNTINGTON INVESTMENT COMPANY
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
J.P. MORGAN SECURITIES LLC
STONEX ADVISORS INC.
CETERA INVESTMENT ADVISERS LLC
EQUITABLE ADVISORS, LLC
TRUSTMONT ADVISORY GROUP, INC.
PLANMEMBER SECURITIES CORPORATION
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CITIZENS SECURITIES, INC.
KEY INVESTMENT SERVICES LLC

Investors

Matthew William Wirtz
Richard Matthews
JONATHAN RAY HOTTLE
RAYMOND ALLAN SCHON
HAYDEN MCCALL PASCOE
Mason Charles Pascoe
PRADEEP KARUNANIDHI
Alec Lacinski
Tyler Blake
JACK MICHAEL GEORGE
DEAN ALLEN PONTERIO
ANTHONY CHRISTOPHER CAMPANO
NICHOLAS EDWARD CORTAZZO
MICHAEL ANTHONY PETROCELLI
John D Conway
ROBERT WILLIAM COWAN
DAVID RICHARD PRIORE
BRIAN S WINFIELD
WILLIAM JOHN YOUNG
Nicholas Maue
JOSHUA JOSEPH BELL
JOSHUA EDWARD MEYER
Robert Stuart Jamison
BRITTANY ANN BYRNE
Jonathan Michael Emrock
Grant Aaron Kern

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