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Best financial advisors in Marietta, PA

Registered advisers within 25 miles of Marietta, PA.

Offices
528
Firms
160
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
2.80M
2,804,250 clients when Item 5C has a number
Avg / client
$4.54M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
ALTITUDE CAPITAL MANAGEMENT LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
WELLINGTON ADAMS INVESTMENT ADVISORY, LLC
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CARRIAGE HILL INVESTMENT ASSOCIATES LLC
INTEGRATED WEALTH SOLUTIONS, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LINCOLN INVESTMENT
STONEBRIDGE FINANCIAL GROUP, LLC

Investors

Connor R Krisko
BARRY GEORGE KRISKO
ERIC CAIN
Constance Nathelma Craig-Mason
Jamin Allen Lauer
DERRICK SCOTT HAMM
Bradley E Epps
Kendra N. Wall
Bradley S Gibbs
Michelle A McGovern
David Blackwell
Melissa Eckroth
BRYAN S EVERHART
Zachari Erik Brenner
Kyle A Newton
JAMES ROBERT LYTER
Michael Philip Stein
JESSICA MARIE SHIFLET
RYAN R. NEMSHICK
WARREN GEARY METZGER
JAMIE KOHR CASH
Ryan Alan Sprenkle
David Alan Sprenkle
JEFFREY RICHARD GUINDON
Christopher David Albright
Jacob C Kent
RICHARD WILKINSON
Michael E Hoyt
MICHELLE WILKINSON
JAMES MORGAN SHAFFER
Joseph Francis Mahoney
Danielle Hope Flickinger
Kyle Timothy O'Donnell
ROBERT WILLIS BRUNER
Matthew Nabih Jacob
STEFAN FOSTER STRIFFLER
CHRISTOPHER MICHAEL LEHR
Eugene Lawrence Klesser
STEVEN GREGORY BLOUSE
ANDREW JOSEPH BLACKSTONE
TODD LAVERE MILLER
VIVIAN LOUISE DEHOFF
ROBERT FRANCIS KUCHERICH
Jeffrey Alan Gay
JACOB BARRETT FREY
Nathan Randolph Bailey
Sarah Lauren White

Within 25 miles of Marietta, PA, Best Investors lists 160 registered investment advisory firms with 528 offices nearby, managing about $12.7T in combined regulatory AUM across 2,804,250 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 Marietta

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM