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Best financial advisors in Charleroi, PA

Registered advisers within 25 miles of Charleroi, PA.

Offices
518
Firms
194
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,939,775 clients when Item 5C has a number
Avg / client
$5.84M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
BOATMAN WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
KEY INVESTMENT SERVICES LLC
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRENDSCAST FINANCIAL LLC
THE HUNTINGTON INVESTMENT COMPANY
HORNOR, TOWNSEND & KENT, LLC
VALLEY BROOK CAPITAL GROUP
NEWEDGE ADVISORS

Investors

Chad Michael Novotney
WILLIAM H HECKLICK
LISA HEGYES
GARY WILLIAM BOATMAN
CARLY J JENKINS
James Alan Gwyer
Michael Kanalis
DANIEL ODONNELL
LUKAS Richard GOEHRING
HAYDEN MCCALL PASCOE
Mason Charles Pascoe
MICHAEL JON BUDINSKY
JOSHUA EDWARD MEYER
KEVIN RICHARD ROSE
RICHARD ROBERT ROSE
NICHOLAS Joiseph DESTEFANO
NEIL LOUIS MAGGI
Richard Matthews
EDWARD ROBERT CEHELSKY
BRETT ALLAN FOWLER
Benjamin Louis Martik
ROBERT MICHAEL PULIT
JAYME ALAN RUSSO
GREGORY JON MARTIK
DEAN ALLEN PONTERIO
JOSHUA PATRICK MAHER

Within 25 miles of Charleroi, PA, Best Investors lists 194 registered investment advisory firms with 518 offices nearby, managing about $17.2T in combined regulatory AUM across 2,939,775 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 Charleroi

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