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Best financial advisors in California, PA

Registered advisers within 25 miles of California, PA.

Offices
253
Firms
90
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,743,541 clients when Item 5C has a number
Avg / client
$5.02M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC
WESBANCO SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
KEY INVESTMENT SERVICES LLC
SALCEDO FINANCIAL SERVICES
CARNEGIE INVESTMENT COUNSEL

Investors

DAVID RUSSO
STEVEN RUSSO
GARY NEIL KRIKORIAN
Britney Riana Hollick
ANTHONY CHRISTOPHER CAMPANO
JAMES EBON STARCHER
MARK RICHARD JUZWA
THOMAS JAMES KEARN
Matthew Michael Meyers
William David Gullborg
Tracy Hindman
Kathryn Amy Whitten
JAMES CLAIR MORROW
MICHAEL WILLIAM DOWLING
DAVID LEE VEGA
MELODIE JERMONT ROACH
BRIAN M HASCHKE
JOSEPH PAUL PRICE
ROBYN LEWIS
Matthew James Salcedo
PRADEEP KARUNANIDHI
Alec Lacinski
Tyler Blake
Krysta Lynn Cornelison
JOSEPH DANIEL MALEGO
DONALD COREY FRENZ
MARY ELIZABETH GOODMAN
Michael James Curry
DOUGLAS MATTHEW WARZINSKI

Within 25 miles of California, PA, Best Investors lists 90 registered investment advisory firms with 253 offices nearby, managing about $13.8T in combined regulatory AUM across 2,743,541 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 California

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM