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Best financial advisors in Dunbar, PA

Registered advisers within 25 miles of Dunbar, PA.

Offices
74
Firms
35
Combined AUM
$9.73T
Firm-wide filings, not assets booked only here
Clients
1.15M
1,146,126 clients when Item 5C has a number
Avg / client
$8.49M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
OSAIC WEALTH, INC.
PNC WEALTH MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
JANNEY MONTGOMERY SCOTT LLC
CETERA INVESTMENT ADVISERS LLC
UNITED BROKERAGE SERVICES, INC
STONEX ADVISORS INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
KEY INVESTMENT SERVICES LLC

Investors

SCOTT D PRITCHARD
TIMOTHY JOSEPH SEPSI
EDWARD DANTE CAPUZZI
BRYAN DOUGLAS BOUGHER
DONALD THOMAS FETSKO
MAX RICHARD HOUSE
NATHAN JAMES FERGUSON
Cameron David Miller
RANDAL CHARLES FIELDS
JUSTIN ANTHONY REVAK
HEIDI GUM
Derek A Murray
MARK ANDREW KOVACS
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
LAUREN ELIZABETH YOHMAN
TIFFANY R. GUITTAP
TODD EDWARD LOYAL
THOMAS ALLEN DICKEY
Anthony Capotosto
ERIC MICHAEL LUCKEY
Daniel Lee Sickelsmith
Bradley Thomas Appleby
ANGELO EUGENE CILIA
JOSEPH PAUL PRICE
ROBYN LEWIS

Within 25 miles of Dunbar, PA, Best Investors lists 35 registered investment advisory firms with 74 offices nearby, managing about $9.73T in combined regulatory AUM across 1,146,126 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 Dunbar

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