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Best financial advisors in Latrobe, PA

Registered advisers within 25 miles of Latrobe, PA.

Offices
179
Firms
63
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.70M
2,704,780 clients when Item 5C has a number
Avg / client
$4.16M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
MUTUAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUSTMONT ADVISORY GROUP, INC.
OSAIC INSTITUTIONS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
SPC
OSAIC WEALTH, INC.
KESTRA ADVISORY SERVICES, LLC
MORGAN STANLEY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ROBERT W. BAIRD & CO. INCORPORATED

Investors

JOSEPH ANTHONY HORENCY
CHRISTOPHER THOMAS PAKOS
Darren Patrick Smith
Tyler Christian Pakos
Jared Gerger
ANTHONY EDWARD SLEZAK
WILLIAM JASON URBANIK
JESSICA MARIE GEARY
REBECCA L HAUGH
DANIEL R DUNLAP
ETHAN L GREEK
RONALD VICTOR PANICHELLE
SARAH K CRISPIN-THOMAS
NANCY E. BENNETT
ANGELA CATHERINE WEBER MOFFAT
Curtis Colaianne
EDWARD GASKEY
MATTHEW WILLIAM EISENHUTH
Douglas Walter Comin
Mauricio Sanchez Rodriguez
Tyler Josef Becker
Richard James Lubecki
LISA ANN KRALL
TIMOTHY JAMES CALDWELL
JENNIFER MARGARET RITZ
KRIS RICHARD GEARY
RYAN EDWARD ROBERTSON
DANIEL COFFMAN HOSTETLER
GREG HOLZER
JACOB DANIEL HOSTETLER
MATTHEW KNIZNER
TIMOTHY S HELMAN
SHAWN MICHAEL HELMAN
DEREK PAGE HERRINGTON
JASON ALAN HITCHMAN
WILLIAM JOSEPH WILLETT
LYDIA R MESSENGER
JITKA PETRONIS
MICHAEL TENNY GORDON
JOHN MICHAEL ONUFRO
MARK JENNINGS WOMACK
SHANNON Elizabeth MCCAREY
DENISE HOUSE
CHRISTOPHER CARL SCHMAUCH
VICTOR FIANO
MATTHEW STEVEN SNIDER
JACK RYAN ELLENBERGER
MARIA ANN YEZOVICH
DAVID WILLIAM RIEHL
JOSEPH MICHAEL YEZOVICH
JENNA MARIE Madigan
JASON ROBERT YUHAS
Barry John Testa

Within 25 miles of Latrobe, PA, Best Investors lists 63 registered investment advisory firms with 179 offices nearby, managing about $11.3T in combined regulatory AUM across 2,704,780 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 Latrobe

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