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Best financial advisors in Cedarhurst, PA

Registered advisers within 25 miles of Cedarhurst, PA.

Offices
755
Firms
258
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,266,649 clients when Item 5C has a number
Avg / client
$5.55M
Combined AUM ÷ clients

Nearby offices

Firms

THREE RIVERS FUND ADVISORS, LLC
NEWEDGE ADVISORS
THE HUNTINGTON INVESTMENT COMPANY
KEY INVESTMENT SERVICES LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
THE BARAN JAMES COMPANY, INC.
KESTRA ADVISORY SERVICES, LLC
MARINER
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
DWD PORTFOLIO SOLUTIONS, INC.
BILL FEW ASSOCIATES, INC.
MORALIS TECHNOLOGIES, LLC
MFA WEALTH ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.

Investors

PATRICIA ADAIR MORGAN
Kyle William Walchli
PAUL RYAN LORENZ
RYAN H MCKENNA
Ramesh V Subramaniam
Mary Stadelman
JAMES WALTER ZALENKA
CASEY JOHN ROBINSON
PHILIP CARL HENRY
KEITH LEVY TRAFFICAN
KATHRYN LUFFY CLARK
LOUIS E VALLI
Jonathan Robert Lohman
MITCHELL MROCZKOWSKI
FREDERICK VICTOR GUSTAVE
RANDY GEORGE HILLIER
Michael Patrick Doyle
Reece William Smith
MICHAEL RICHARD DOMAN
WILLIAM CULP BURNETTE
Myles Waltonbaugh-Clements
Ashlei Applegarth
David Andrew DeSorbo
JOHN F LUSI
Iesha Nicole Thomas
FRANCIS HENRY SCHULER
KEITH ALAN WOERNER
SAM CICERO DALESANDRO
Sara Elizabeth Morrison
MARIA CARLA DEVLIN
KEVIN JAMES CORBETT
JEFFRY MARZINA
WILLIAM J NICHOLS
ALISON FOX WERTZ
Emily Marie Sekerak
RESHELLE LORRAINE BARRETT
EDWARD GOBRECHT SNYDER
JASON ROBERT DEFELICE
MEGAN MARIE PETRUSKA
CHRISTOPHER SEAN MCMAHON
GREGORY ROBERT DUKES
William Moses McMahon
MARK WILLIAM KASIMIRSKY
NATHAN LOUIS FULKMAN
JACK H MCMAHON
BOHDAN WILLIAM STONE
Sonny Joshua DeMasi
KEVIN ROLF DAESCHNER
PATRICK JOHN LEVISEUR
Nicholas Long
SEAN MICHAEL CAIN
PHILLIP JAMES ELIAS
THOMAS ALBERT GEISLER
Victoria Lynne Gallina
Shawn Brian Coologhan
MICHAEL JOSEPH SAVISKY
ANDREW SAMUEL GEISLER
KATHERINE MARKOWSKI

Within 25 miles of Cedarhurst, PA, Best Investors lists 258 registered investment advisory firms with 755 offices nearby, managing about $18.1T in combined regulatory AUM across 3,266,649 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 Cedarhurst

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