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Best financial advisors in Ellwood City, PA

Registered advisers within 25 miles of Ellwood City, PA.

Offices
343
Firms
129
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
2.10M
2,102,084 clients when Item 5C has a number
Avg / client
$6.07M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
WESBANCO SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
FINANCIAL MANAGEMENT STRATEGIES, INC.
EQUITABLE ADVISORS, LLC
EDWARD JONES
RODGERS BROTHERS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CENTAURI ADVISORY GROUP, INC.
LINCOLN INVESTMENT
FOUNDATIONS INVESTMENT ADVISORS LLC
WESTERN WEALTH MANAGEMENT LLC
ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
TRUSTMONT ADVISORY GROUP, INC.

Investors

NORMAN MILAN BALLARD
Damion Christopher Barrett
Arthur Hughes
DAVID ALAN KIRKHAM
JAMES VINCENT ROGAN
MICHAEL OLIVER KEEFER
Daniel Paul Chittock
Brian William Jodon
MELODY LEIGH BOROS
Conrad David Naugler
DENISE RYAN RODGERS
MARK CAREY RODGERS
MATTHEW BRENDAN RODGERS
CHRIS ROBERT RABENOLD
JULIA E POLACK
MARK RODGERS
GARY RODGERS
DAVID ROBERT MCGINLEY
Benjamin Richard Gialanella
TYLER DOUGLAS FALK
Garrett Michael Bishop
KEVIN EARL PHILLIS
ROBERT DOUGLAS FALK
Eden Elizabeth Lantzman
GEORGE A BALOCIK
BRIAN PAUL QUARANTA
Luke Constantakis
MAGGIE LOUISE WENZELBURGER
Benjamin Richard Lewis
Tyler Douglas Bream
Grace Jennifer Zupsic
EDWARD ANTHONY ISABELLA
Michael Morgan Tolliver
MARVIN DOUGLAS GARDNER
Tyson Smith
RENEE R VARNER
JAMES DANIEL AULT

Within 25 miles of Ellwood City, PA, Best Investors lists 129 registered investment advisory firms with 343 offices nearby, managing about $12.8T in combined regulatory AUM across 2,102,084 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 Ellwood City

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM