Best Investors Account Sign in

Best financial advisors in Fair Oaks, PA

Registered advisers within 25 miles of Fair Oaks, PA.

Offices
722
Firms
260
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

EQUITABLE ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WYZE WEALTH ADVISORS, LLC
HUTCHISON WHITEHEAD WEALTH MANAGEMENT
GOLDMAN SACHS WEALTH SERVICES, L.P.
LPL FINANCIAL LLC
NETWORTH ADVISORS, LLC
UBS FINANCIAL SERVICES INC.
CONFLUENCE FINANCIAL PARTNERS
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC

Investors

BEAUX D DELATTRE
JACOB DOBICH
KYLE STEVEN BERO
LAURA P SCHOLZ
EUGENE MICHAEL PRUSZYNSKI
MEGAN M CHICONE
RONALD PAUL WYATT
RYAN ANDREW WYATT
NICHOLAS LEWANDOWSKI
JACK A. ROGERS
Mark Vincent Rollinson
JOHN MICHAEL WHITEHEAD
WILLIAM DENNIS HUTCHISON
ERIC NOLAN HUTCHISON
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
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
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
Gregory Allen Furer
MICHAEL SEAN SULLIVAN
CHRISTOPHER ALBERT DULOVICH
ROBERT WILLIAM COWAN
Donald Panigall
NICHOLAS EDWARD CORTAZZO
MELODIE JERMONT ROACH
BRIAN M HASCHKE
GWENDOLYN A SCIULLO
PRADEEP KARUNANIDHI
Alec Lacinski
Tyler Blake

Within 25 miles of Fair Oaks, PA, Best Investors lists 260 registered investment advisory firms with 722 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 Fair Oaks

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