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Best financial advisors in Crescent, PA

Registered advisers within 25 miles of Crescent, PA.

Offices
723
Firms
259
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,261,615 clients when Item 5C has a number
Avg / client
$5.55M
Combined AUM ÷ clients

Nearby offices

Firms

GOLDMAN SACHS WEALTH SERVICES, L.P.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NETWORTH ADVISORS, LLC
UBS FINANCIAL SERVICES INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WINTHROP PARTNERS - WPA , LLC
MDH INVESTMENT MANAGEMENT, INC.
COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

JOHN F WETTERAU
RYAN MICHAEL MULDERIG
SCOTT D. ROSENGREN
DANIEL EDWARD SUHOSKI
SYDNEY ALEXANDRA EROSHEVICH
JOSEPH DANIEL RADACK
LUCAS ROBERT CARTER
Trifol Headman
Patrick Peter Breidsprecher
Noah Christopher Eakin
MICHAEL FRANCIS LAGOY
BRIAN JOSEPH MCFARLAND
ELIZABETH ANN ZORN
HEATHER ANNE HOYT
BROCK PATRICK POMPEANI
STEPHEN JAMES HANAK
KIERA N DAVIS
Zachary Jason Bainbridge
Scott Daniel Ferris
William F Sarro
Maria I Ferragonio
STEPHEN ANDROS
Heather Gail Farris
ANDREW JAMES MITCHELL
CHARLES COLLINGWOOD FAWCETT
Jessica Rose Pehush
Zachary Michael Bargar
Yuqing Zhao
REMY THOMAS FIELDS
ALISON ELIZABETH MILLER
MENGQI CHEN
Noah Jonathan Grau
ROBERT JOHN O'KORN
KEVIN DALE SMITH
Phoenix Lee Smith
JAMES MARSHALL EISNOR
JOSEPH EDWARD SALAMONE
Jacob David Danner
Richard Samuel Parsons
Shivansh Waleacha
Britney Riana Hollick
BETH ANN ANDREWS
Jacob Dennis Dachille
Ayden Mitchell Hanes
Matthew Thomas D'Amico
Alex Stephen Nowak
Nicholas Michael Uht
PETER MATTHEW STROPE
STACI Q BLACK
Benjamin K Gongaware
Niko Iacono
JOYCE Katherine WITT
ANDREW JAMES HANSON
ADAM JOHN FULTON
LACEY A. THURNER
Daniel Paul Fitzpatrick
Alexandra Kay Brown
JON E ELVIN HAWK
STEPHEN BULAZO
EDWARD CHARLES BROWN
UNDRA JEROME JOHNSON
ALLISON D DAUBE
Michael E Brown
Tyler Hertwig
Mitchell Mulqueen
LOUIS ANTHONY SFORZA
JOSEPH RONGAUS
DONNELL ERIK SCOTT
DAVID ALAN KIRKHAM
EMMALEE JANE MATTERN
COLLEEN BURGESS
ANDREW JAMES WALLISCH
JAMES ROBERT WALLISCH
MARK CHRISTOPHER ZONNO
Henry Snyder
Robert Michael Richardson
MEGAN M CHICONE
CYNTHIA LOUISE FICKLEY
William Clayton Payne
Luke Joseph Mazur

Within 25 miles of Crescent, PA, Best Investors lists 259 registered investment advisory firms with 723 offices nearby, managing about $18.1T in combined regulatory AUM across 3,261,615 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 Crescent

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