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Best financial advisors in Forbes Road, PA

Registered advisers within 25 miles of Forbes Road, PA.

Offices
292
Firms
101
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
2.84M
2,842,064 clients when Item 5C has a number
Avg / client
$4.21M
Combined AUM ÷ clients

Nearby offices

Firms

CHAPEL HILL INVESTMENT ANALYSTS INC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
EDWARD JONES
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
KEY INVESTMENT SERVICES LLC
PFS INVESTMENTS INC.
ELLE INVESTMENT GROUP LLC
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC INSTITUTIONS, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
THOR FINANCIAL TECHNOLOGIES
MCDOWELL ASSOCIATES INVESTMENTS, LP

Investors

JOSEPH SCOTT CODRICK
Ryan Marshall Codrick
Cameron Anthony Tobias
ERIC NORRIS HALEY
ROBERT M ROSKOSH
Michael Vincent Dubosky
MARYANNE W ECKELS
Adam James Riggle
Kelly Emma Perney
DONALD ALAN MCDADE
RONALD ROMEO
SCOTT ANDREW LAUER
DAVID JOHN ESTATICO
Jeffery Stewart Ward
DANIEL COFFMAN HOSTETLER
GREG HOLZER
JACOB DANIEL HOSTETLER
JOAN MARIE WESLEY
Leonard C Kowalski
Ryan Gene Sharrer
JASON ROBERT YUHAS
Barry John Testa
JAMES ALBERT FIORE III
ARNOLD MATHEW TOTTER
MARK JOSEPH VULCAN
SUZANNE JEAN KERLIN WARD
TIMOTHY MARK WEISHORN
KELLY LYNN PERRY
Donna Marie Bailey
KIRK MATTHEW PERRY
SHANNON MAI SPISAK
Michael Fetterolf
Anita Buerkle
CAMERON ROTH
Kenneth George Trimbath
BRADLEY R ROTH

Within 25 miles of Forbes Road, PA, Best Investors lists 101 registered investment advisory firms with 292 offices nearby, managing about $12.0T in combined regulatory AUM across 2,842,064 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 Forbes Road

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM