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Best financial advisors in Homestead, PA

Registered advisers within 25 miles of Homestead, PA.

Offices
808
Firms
265
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,266,856 clients when Item 5C has a number
Avg / client
$5.55M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
CITIZENS SECURITIES, INC.
EQUITABLE ADVISORS, LLC
LANGE FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
WINTHROP PARTNERS - WPA , LLC
KEY INVESTMENT SERVICES LLC
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
KRAMER FIDUCIARY SERVICES
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SPIRE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
GLOBAL RETIREMENT PARTNERS LLC
COMPASS INVESTMENTS LLC

Investors

Robert Stuart Jamison
RAYMOND ALLAN SCHON
OLIVIA Lyla KENNEDY
JASON W JOHN
DANIEL R LAVEZOLI
MATTHEW JOSEPH JAMES SPIRKO
LINDSEY VALEN WEDNER
JAMES M LANGE
DOMINIC JOHN BONACCORSI
JENNIFER Ann HALL
Michael Edward Long
STEVEN TRUMAN KOHMAN
MARY ANN ERNETTE
Robert Michael Richardson
DAVID RAYES GONZALES
Jotie Z Hirkissa
John K. Schaefer
TREVOR H SMITH
NATASHA JATIVA
SAMUEL DAVID KRAMER
Gary Dane Johnston
MICHAEL JOSEPH MAZUREK
ANTHONY EDWARD BENVIN
STEPHEN NICHOLAS RECESKI
ROBERT WILLIAM COWAN
RACHEL MARGARET ABU HAWILI
DENNIS DONALD CRITESER
GLEN EDWIN ROLOFSON
PEGLER JANE SWIFT
Olivia Sue Knecht

Within 25 miles of Homestead, PA, Best Investors lists 265 registered investment advisory firms with 808 offices nearby, managing about $18.1T in combined regulatory AUM across 3,266,856 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 Homestead

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