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Best financial advisors in Grindstone, PA

Registered advisers within 25 miles of Grindstone, PA.

Offices
187
Firms
75
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,827,020 clients when Item 5C has a number
Avg / client
$4.18M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
BOATMAN WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
UNITED BROKERAGE SERVICES, INC
OSAIC WEALTH, INC.
JANNEY MONTGOMERY SCOTT LLC
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.

Investors

James Alan Gwyer
Michael Kanalis
DANIEL ODONNELL
Chad Michael Novotney
WILLIAM H HECKLICK
LISA HEGYES
Daniel Lee Sickelsmith
GARY WILLIAM BOATMAN
NATHAN JAMES FERGUSON
TODD EDWARD LOYAL
TIFFANY R. GUITTAP
LAUREN ELIZABETH YOHMAN
Derek A Murray
MARK ANDREW KOVACS
MELODY ANN COLE
LAURA JEAN WILLIAMS
John F Coleman
JEFFREY DANIEL COSTELNOCK
LISA MICHELLE RITSKO
TIMOTHY R BROWN
CHRISTOPHER JOSEPH FILICKY
Michael Stephen Tetteris
Angela R Danko
Kristin Bernard
MELISSA JEANINE HERRON
GEREMY LEE HOOVER
CARLY J JENKINS
TIMOTHY JOSEPH SEPSI
EDWARD DANTE CAPUZZI
Cameron David Miller
RANDAL CHARLES FIELDS
JUSTIN ANTHONY REVAK
HEIDI GUM
BRYAN DOUGLAS BOUGHER
SCOTT D PRITCHARD

Within 25 miles of Grindstone, PA, Best Investors lists 75 registered investment advisory firms with 187 offices nearby, managing about $11.8T in combined regulatory AUM across 2,827,020 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 Grindstone

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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