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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

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CENTAURUS FINANCIAL, INC.
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
CITIZENS SECURITIES, INC.
EDWARD JONES
TRUSTMONT ADVISORY GROUP, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
THE HUNTINGTON INVESTMENT COMPANY
OSAIC WEALTH, INC.
MARION WEALTH MANAGEMENT
COY CAPITAL MANAGEMENT

Investors

Alexander Opat
JONATHAN BRIAN SULEY
ARMAND CHARLES SPERDUTO
JAMES JOSEPH MCCROREY
IOANA GAVRIS WAGLE
Barry John Testa
Roberta M Wagner
SHAWNA L Sklarsky
CHAD MCCONNELL
RYAN EDWARD ROBERTSON
Ryan Lee Hutchison
Francis J Aiello
MICHAEL ANTHONY PETROCELLI
RONALD JOHN BOLLER
William R Snyder
Chad Regis Friday
Glenn Gary Kolod
SHELLEY R CONEYBEER
RONALD TIMOTHY LOPRESTI
JONATHAN CAPLAN WEISS
ANDREW JOSEPH CAPETS
JOSEPH DANIEL MALEGO
Krysta Lynn Cornelison
JEFFREY DONALD LOTT
ETHAN EDWARD MISOUR
Gabriella Lo Tito
MICHAEL STANLEY MARION
Erin Lindsay Britton
Scott Coy

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