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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

NEW EDGE WEALTH
CONFLUENCE FINANCIAL PARTNERS
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
ILG PRIVATE WEALTH, INC.
PLANMEMBER SECURITIES CORPORATION
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
EQUITABLE ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC

Investors

MICHAEL THOMAS BIGLEY
RICHARD LEE HURT
JOSEPH ANTHONY TABAKA
LOREN PAUL FIFFIK
DAVID ANTHONY GRAVER
CHARLES THOMAS ZIANTS
ZACHERY STEVEN SAUNDERS
Richard Jerome Wingertsahn
Matthew J Kimmich
GREGORY JOSEPH WEIMER
BRIAN WILLIAM RIPLEY
NATHAN RYAN GARCIA
Stephanie G Bogden
NEIL PATRICK RONGAUS
CHARLES ROBERT ZUZAK
SCOTT MICHAEL ROGOWICZ
BRANDON CHRISTOPHER CORLETT
Nicklaus Anthony Proud
Corey Eric Taylor
KATHERINE MARY MONTAGAZZI
MORGAN CHRISTOPHER LEE
JACKSON ARTHUR ELIZONDO
GREGORY JOSEPH WEIMER
Jared Nicholson
Dylen Joseph Roberts
MICHAEL THOMAS TOUSCANY
CHARLES KOLIAS
KURT EDWARD KIMMICH
PAUL LEONARD FREY
WILLIAM RICHARD WINKELER
Melissa Alice Pirosko
Eric William Montgomery
STEVEN R HYKES
Kristian Xenophon Karidis
SAMANTHA Spitzer Sheetz
CYNTHIA LOUISE FICKLEY
MEGAN M CHICONE
Britney Riana Hollick
KENNETH SCOTT RAYMOND
Karen Ann Iannucci
JOHN HOWARD IANNUCCI
John D Conway
Andrew Funovits
CHRIS OLE JORDHEIM
DAVID RUSSO
STEVEN RUSSO
ANDREW J WILBERT
RICHARD LEE DALZOTTO
GARY NEIL KRIKORIAN
ANTHONY CHRISTOPHER CAMPANO
THOMAS JAMES KEARN
Matthew Michael Meyers
William David Gullborg
Tracy Hindman
Kathryn Amy Whitten
MELODIE JERMONT ROACH
BRIAN M HASCHKE
PETER MICHAEL TUMBAS
PRADEEP KARUNANIDHI
Alec Lacinski
Tyler Blake
JANINE HEATHER BUTTERFIELD

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