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Best financial advisors in Collier Twp, PA

Registered advisers within 25 miles of Collier Twp, PA.

Offices
780
Firms
265
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,267,107 clients when Item 5C has a number
Avg / client
$5.56M
Combined AUM ÷ clients

Nearby offices

Firms

GUARDIAN WEALTH PARTNERS, LLC
HARBOUR INVESTMENTS, INC.
KANAKADHARA FINANCIAL ENTERPRISE
SECURITIES BROKERAGE SERVICES
CETERA INVESTMENT ADVISERS LLC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
PNC WEALTH MANAGEMENT LLC
AMERITAS ADVISORY SERVICES, LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
HONTE CAPITAL MANAGEMENT LLC
MARINER INDEPENDENT
UNITED CAPITAL FINANCIAL ADVISORS
KEY INVESTMENT SERVICES LLC
KESTRA ADVISORY SERVICES, LLC

Investors

Chad Warmbein
GREGORY VOLITICH
KANAK SUBRAMANIAM IYER
HENRY JOSEPH KASKY
RALPH THOMAS SERVATI
BARRY DEAN FASENMYER
LUCAS WILLIAM FEATHERS
ERIC JAMES MILLER
MARK A MACKEWICH
FRANK J CAVOTI
Jared Huckle
TERRY WAYNE STERLING
RITA JEAN HUCKLE
LISA ANN FERA
JAMES DOUGLAS HICKEN
DAVID WAYNE BELTZ
MATTHEW JOHN VANEK
BRIAN ANDREW HILL
EDITH GRANT MEYER
EDWARD CHARLES SCHOEB
ROBERT ROGER MALCOLM
Will Henry Meyer
JOHN PATRICK ABRIOLA
KENNETH JEFFREY HANNA
DIANA ELIZABETH HALLAS
REGIS EDWARD RUANE
Connor McLean
CORY LEE GRANDEL
BRIAN FREDERICK PALUSO
MICHAEL EDWARD KUTCH
PAUL RYAN LORENZ
CASEY JOHN ROBINSON
PHILIP CARL HENRY

Within 25 miles of Collier Twp, PA, Best Investors lists 265 registered investment advisory firms with 780 offices nearby, managing about $18.2T in combined regulatory AUM across 3,267,107 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 Collier Twp

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