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Best financial advisors in Leaders Heights, PA

Registered advisers within 25 miles of Leaders Heights, PA.

Offices
386
Firms
126
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
2.33M
2,332,626 clients when Item 5C has a number
Avg / client
$4.52M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRATED WEALTH SOLUTIONS, LLC
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
WELLINGTON ADAMS INVESTMENT ADVISORY, LLC
AE WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
MACRO ADVISORS, INC.
ALTITUDE CAPITAL MANAGEMENT LLC

Investors

Joseph Francis Mahoney
Danielle Hope Flickinger
Kyle Timothy O'Donnell
MICHELLE LYNN KREEGER
Christopher David Albright
Jacob C Kent
RICHARD WILKINSON
Michael E Hoyt
MICHELLE WILKINSON
JAMES MORGAN SHAFFER
Ryan Alan Sprenkle
David Alan Sprenkle
JAMIE KOHR CASH
WARREN GEARY METZGER
DOUGLAS ALAN KING
JESSICA MARIE SHIFLET
RYAN R. NEMSHICK
Andrea M Morrison
Michael Philip Stein
JAMES ROBERT LYTER
JULIE MAE MATTHEWS-SALVO
Jacob Ilgenfritz
ANTHONY JAMES BAVLISH
JAY MATILAL DESAI
DARSHANA JAY DESAI
DIPAL HAMIR PATEL
MAHIR JAY DESAI
WADE CORNETT
SHANNON RENEE SHUPP
MIKESH JAY DESAI
Zachari Erik Brenner
Kyle A Newton
PAUL DAVID HEFFELFINGER
DERRICK SCOTT HAMM
Jamin Allen Lauer
Constance Nathelma Craig-Mason

Within 25 miles of Leaders Heights, PA, Best Investors lists 126 registered investment advisory firms with 386 offices nearby, managing about $10.5T in combined regulatory AUM across 2,332,626 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 Leaders Heights

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM