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Best financial advisors in Marshalls Creek, PA

Registered advisers within 25 miles of Marshalls Creek, PA.

Offices
91
Firms
35
Combined AUM
$9.04T
Firm-wide filings, not assets booked only here
Clients
1.40M
1,400,096 clients when Item 5C has a number
Avg / client
$6.46M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
GREAT VALLEY ADVISOR GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
PLAN2PROSPER LLC.
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
PFS INVESTMENTS INC.
EAGLE STRATEGIES LLC
THURSTON SPRINGER ADVISORS
J.P. MORGAN SECURITIES LLC

Investors

JOSEPH JAMES PROSCIA
STEVEN KEITH LYONS
SARAH ALEXANDRA KAYAL
Alex Howe
TIMOTHY N YOUNG
JOHN ANTHONY GISOLFI
Kurt Ryan Kowalski
MICHAEL SWEENEY
HAROLD EDWARD HAGY
MATTHEW JOHN FIELD
LUKE H HOFF
AUSTIN MICHEAL NEARY
GEORGE JOHN LEGAKIS
George William Leppert
ROBERT CHARLES SCHUBERT
Terence Gerard Wynne
JACQUELINE OSBORNE
PANAGIOTIS TSILIOS
SUZANNE CECELIA TROIANO
NADIA EBANKS
VINCENT DOMINICK TROIANO
SURABHI SHARMA
Luis Ponce
MATTHEW J KENNEDY
ERIC DANIEL WILSON
JOSEPH MICHAEL MONTE
NICOLE MONTE
Davien Medina-Centeno
TERRY RICHARD DANISH
Joseph W Johnston
JOHN RICHARD FISHER
Timothy Michael Dalton
Thomas J Drongoski

Within 25 miles of Marshalls Creek, PA, Best Investors lists 35 registered investment advisory firms with 91 offices nearby, managing about $9.04T in combined regulatory AUM across 1,400,096 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 Marshalls Creek

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM