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Best financial advisors in Cabot, PA

Registered advisers within 25 miles of Cabot, PA.

Offices
356
Firms
138
Combined AUM
$12.6T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,189,194 clients when Item 5C has a number
Avg / client
$3.95M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
PNC WEALTH MANAGEMENT LLC
LPL ENTERPRISE, LLC
NEWEDGE ADVISORS
EDWARD JONES
OSAIC INSTITUTIONS, INC.
RANDALL & ASSOCIATES WEALTH MANAGEMENT
CITIZENS SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
LINCOLN INVESTMENT
VIRTUE CAPITAL MANAGEMENT, LLC

Investors

NATHAN RODGERS
RONALD ALEXANDER JONES
Corina Lee Wack
RONALD DANA JONES
TANA LOUISE HESSOM
PHILIP MARK WOSOTOWSKY
DAVID EDWARD LACINSKI
CHRISTOPHER JOSEPH CASHELL
Jeffrey Joseph Geibel
Amanda Lee Tapager
Joseph David Motisi
CHARLES EDWARD HEADLEY
Olivia Kaye Gilliland
JAMES DUANE BISH
VANESSA SUE MCCALL
Donovan Joseph Slater
COLLIN KENNETH RANDALL
JOHANNA LEE MCBRIDE
MCKENZIE MARIE MILLER
BRADLEY MICHAEL DOLHI
Zachary Ryan Dorste
MARK GEORGE STALLSMITH
SEAN HENRY CULBERTSON
COURTNEY A RICCIARDELLA
Carson d Kessler
JOHN ANTHONY GRENCE
JOHN DAVID IVORY
WILLIAM CLARK FRASER
Kenneth Edward Bonus
SUSAN HUMES BARCLAY
JOSEPH WILLIAM LUCCHINO
STEVEN NICHOLAS SABO

Within 25 miles of Cabot, PA, Best Investors lists 138 registered investment advisory firms with 356 offices nearby, managing about $12.6T in combined regulatory AUM across 3,189,194 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 Cabot

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM