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Best financial advisors in Herminie, PA

Registered advisers within 25 miles of Herminie, PA.

Offices
591
Firms
213
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,940,929 clients when Item 5C has a number
Avg / client
$5.92M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SPIRE WEALTH MANAGEMENT, LLC
LINCOLN INVESTMENT
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
MUTUAL ADVISORS, LLC
FRANKLIN MADISON PRIVATE WEALTH
CROSS BORDER WEALTH, LLC
CW ADVISORS, LLC
A.T. GEKKO, LLC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
J.P. MORGAN SECURITIES LLC

Investors

Jotie Z Hirkissa
MICHAEL JOSEPH MAZUREK
ANTHONY EDWARD BENVIN
STEPHEN NICHOLAS RECESKI
CYNTHIA LYNN EGAN
DAVID YLAYA PENSYL
JOSEPH ANTHONY HORENCY
James Alan Gwyer
Michael Kanalis
BRETT ALLAN FOWLER
CHRISTOPHER THOMAS PAKOS
Darren Patrick Smith
Tyler Christian Pakos
REBECCA L HAUGH
DANIEL R DUNLAP
ETHAN L GREEK
RONALD VICTOR PANICHELLE
Petru Donisanu
ANDREW PAUL SCIBETTA
CHARLES KENT VERRUGGIO
CYNTHIA LOUISE FICKLEY
CONSTANCE THORNHILL BETTIS
Britney Riana Hollick
DANIEL JOSEPH ROCCO
ANGELA CATHERINE WEBER MOFFAT
CHRISTOPHER ANDREA MERLO
Anthony R. Romani
Brett M Allen

Within 25 miles of Herminie, PA, Best Investors lists 213 registered investment advisory firms with 591 offices nearby, managing about $17.4T in combined regulatory AUM across 2,940,929 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 Herminie

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