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Best financial advisors in Dunlevy, PA

Registered advisers within 25 miles of Dunlevy, PA.

Offices
528
Firms
194
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,939,702 clients when Item 5C has a number
Avg / client
$5.84M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CONFLUENCE FINANCIAL PARTNERS
KEY INVESTMENT SERVICES LLC
STONEX ADVISORS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
DUNCAN FINANCIAL PLANNING ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES

Investors

ROGER WILLIAM KNOUSE
JOSEPH ANTHONY TABAKA
LOREN PAUL FIFFIK
DAVID ANTHONY GRAVER
CHARLES THOMAS ZIANTS
ZACHERY STEVEN SAUNDERS
Richard Jerome Wingertsahn
Matthew J Kimmich
GREGORY JOSEPH WEIMER
BRIAN WILLIAM RIPLEY
NATHAN RYAN GARCIA
Stephanie G Bogden
NEIL PATRICK RONGAUS
CHARLES ROBERT ZUZAK
SCOTT MICHAEL ROGOWICZ
BRANDON CHRISTOPHER CORLETT
Nicklaus Anthony Proud
Corey Eric Taylor
KATHERINE MARY MONTAGAZZI
MORGAN CHRISTOPHER LEE
JACKSON ARTHUR ELIZONDO
GREGORY JOSEPH WEIMER
Jared Nicholson
Dylen Joseph Roberts
MICHAEL THOMAS TOUSCANY
CHARLES KOLIAS
KURT EDWARD KIMMICH
PAUL LEONARD FREY
WILLIAM RICHARD WINKELER
Melissa Alice Pirosko
Eric William Montgomery
STEVEN R HYKES
Kristian Xenophon Karidis
SAMANTHA Spitzer Sheetz
BRITTANY ANN BYRNE
JACK MICHAEL GEORGE
MEGAN M CHICONE
JONATHAN RAY HOTTLE
DAVID RICHARD PRIORE
MICHAEL WILLIAM DOWLING
Daniel Morgano
JAMES BERNARD RYAN
Taylor Marie Marziotto
JOSEPH PAUL PRICE
ROBYN LEWIS
DENNIS ARTHUR DELUCA
Krysta Lynn Cornelison
JOSEPH DANIEL MALEGO
JONATHAN BRIAN SULEY
JOHN MICHAEL GDULA
THOMAS EDWARD EAGLEHOUSE
BRIAN DAVID DUNCAN
JOHN MARSHALL DUNCAN
LARRY LUND QVISTGAARD
DANA LYNN KLEIN
MONICA M GARVER
KRISTEN MARIE HULL
JULIE ANN SNYDER
Geoffrey Chisholm Alberstadt
COLTON LEE HEARN
ROBERT BOYD MCCALMONT
KATHY LEE WHITE
NANCY LEE CONNERS
EDWARD E KAVO
DAVID SCOTT DUNCAN
FRANCIS STEPHEN ZORACKI
TEREK WILSON
PATRICK WILLIAMS
Garrett Britton
Wayne Washowich
Ryan Gene Sharrer
BRIAN S WINFIELD
Matthew William Wirtz

Within 25 miles of Dunlevy, PA, Best Investors lists 194 registered investment advisory firms with 528 offices nearby, managing about $17.2T in combined regulatory AUM across 2,939,702 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 Dunlevy

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