Best Investors Account Sign in

Best financial advisors in Export, PA

Registered advisers within 25 miles of Export, PA.

Offices
528
Firms
189
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
2.93M
2,928,400 clients when Item 5C has a number
Avg / client
$5.94M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
OSAIC INSTITUTIONS, INC.
MACDOUGALL FINANCIAL COUNSELING
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SPC
AMERIPRISE FINANCIAL SERVICES, LLC
BROOKSTONE WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RETIRE PITTSBURGH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES

Investors

JOHN MICHAEL CARSON
ASHLEY ALYSSA DYER
KENNETH GLENN KROTZ
JUSTIN ROGER SIMMERS
ALLAN MACDOUGALL
Elizabeth Laughlin MacDougall
KURTIS JAMES SAVAGE
DENNIS JOSEPH SCHILLING
DAVID ALDERSON
Nathan Staib
Mitchell Clint Niderstros
Nicholas Frazetta
STEPHANIE A BRACKEN
Andrew John Koma
ANTHONY RYAN MARCIANO
MARY KATHERINE PUZAK
Justin Wegley
Jared Wegley
RYAN RICHARD SIKORA
JOHN CLAIR DALLER
Darren Andrew Bonson
MICHAEL S MALOY
JOHN ANTON SPORAR
Brittany Yvonne Carter
ROBERT JOSEPH GLATT
MICHAEL BRIAN WARGO
MICHAEL W NYE
CHERYL CARRETTA WHITNEY
Robert H DiCristofaro
LADD ALDEN WAGNER
SHANE WILLIAM GALINO
KENNETH MICHAEL SULLIVAN
REBEKAH SUZANNE KIGER
DAVID GREGORY OBLOCK
DONALD ROBERT ANGEL
ROY WILBERT ANDERSON
EDWARD JOHN OPAT
RICHARD R KULBACKI
RONALD WILLIAM GEISLER
BRYAN CHRISTOPHER DAVIS
Luke William Jackson
Alexander Opat
Ryan Lee Hutchison
Francis J Aiello

Within 25 miles of Export, PA, Best Investors lists 189 registered investment advisory firms with 528 offices nearby, managing about $17.4T in combined regulatory AUM across 2,928,400 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 Export

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