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Best financial advisors in Coal Center, PA

Registered advisers within 25 miles of Coal Center, PA.

Offices
424
Firms
165
Combined AUM
$17.0T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,814,561 clients when Item 5C has a number
Avg / client
$6.05M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
BOATMAN WEALTH MANAGEMENT, LLC
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL 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
NEW EDGE WEALTH

Investors

James Alan Gwyer
Michael Kanalis
Chad Michael Novotney
WILLIAM H HECKLICK
LISA HEGYES
GARY WILLIAM BOATMAN
DANIEL ODONNELL
CARLY J JENKINS
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
JOSHUA PATRICK MAHER
MICHAEL THOMAS BIGLEY
RICHARD LEE HURT

Within 25 miles of Coal Center, PA, Best Investors lists 165 registered investment advisory firms with 424 offices nearby, managing about $17.0T in combined regulatory AUM across 2,814,561 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 Coal Center

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