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Best financial advisors in Kittanning, PA

Registered advisers within 25 miles of Kittanning, PA.

Offices
63
Firms
28
Combined AUM
$7.89T
Firm-wide filings, not assets booked only here
Clients
1.22M
1,222,161 clients when Item 5C has a number
Avg / client
$6.46M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIZENS SECURITIES, INC.
EDWARD JONES
EAGLE STRATEGIES LLC
NEWEDGE ADVISORS
PRIVATE ADVISOR GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
LPL ENTERPRISE, LLC
OSAIC INSTITUTIONS, INC.

Investors

COURTNEY MARIE CALLAS
JOHN ALEXANDER CALLAS
ANDREW MICHAEL LADDUSAW
BRENDA ANN HOHN
Zachary Ryan Dorste
EVAN MICHAEL ANDREAS
Joseph Anthony McGuigan
Troy Angelo Schall
Stephen James Warcholak
JEFFREY CHARLES OLENYCH
TYLER ORION RUBY
DAVID EDWARD LACINSKI
MARK LUCHESA
FRANK ANTHONY AMATO
ROBERT ALLEN DICOLA
CHRISTOPHER JOSEPH CASHELL
MARYJO RIDDLE
TANA LOUISE HESSOM
PHILIP MARK WOSOTOWSKY
NELSON LEWIS PERSON
NATHAN RODGERS
SUSAN HUMES BARCLAY
JOSEPH WILLIAM LUCCHINO
Gregg Thomas Defilippi
RONALD ALEXANDER JONES

Within 25 miles of Kittanning, PA, Best Investors lists 28 registered investment advisory firms with 63 offices nearby, managing about $7.89T in combined regulatory AUM across 1,222,161 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 Kittanning

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM