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Best financial advisors in Connellsville, PA

Registered advisers within 25 miles of Connellsville, PA.

Offices
118
Firms
46
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
1.34M
1,339,904 clients when Item 5C has a number
Avg / client
$7.66M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
PNC WEALTH MANAGEMENT LLC
STONEX ADVISORS INC.
KEY INVESTMENT SERVICES LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
EDWARD JONES
JANNEY MONTGOMERY SCOTT LLC

Investors

DONALD THOMAS FETSKO
MAX RICHARD HOUSE
THOMAS ALLEN DICKEY
Anthony Capotosto
SCOTT D PRITCHARD
BRYAN DOUGLAS BOUGHER
ERIC MICHAEL LUCKEY
Bradley Thomas Appleby
JOSEPH PAUL PRICE
ROBYN LEWIS
MICHAEL WILLIAM DOWLING
ROGER WILLIAM KNOUSE
Krysta Lynn Cornelison
JOSEPH DANIEL MALEGO
TIMOTHY JOSEPH SEPSI
EDWARD DANTE CAPUZZI
NATHAN JAMES FERGUSON
IOANA GAVRIS WAGLE
Derek A Murray
MARK ANDREW KOVACS
LAUREN ELIZABETH YOHMAN
MELODY ANN COLE
LAURA JEAN WILLIAMS
John F Coleman
JEFFREY DANIEL COSTELNOCK
LISA MICHELLE RITSKO
TIMOTHY R BROWN
CHRISTOPHER JOSEPH FILICKY
Michael Stephen Tetteris
Angela R Danko
Kristin Bernard
MELISSA JEANINE HERRON
GEREMY LEE HOOVER
TIFFANY R. GUITTAP

Within 25 miles of Connellsville, PA, Best Investors lists 46 registered investment advisory firms with 118 offices nearby, managing about $10.3T in combined regulatory AUM across 1,339,904 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 Connellsville

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM