Best financial advisors in Martin, PA

Registered advisers within 25 miles of Martin, PA.

Offices

60

Firms

27

Combined AUM

$3.99T

Firm-wide filings, not assets booked only here

Clients

826K

826,058 clients when Item 5C has a number

Avg / client

$4.83M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

1 Wharf St
MORGANTOWN, WV 26501

12.8 miles away

OSAIC WEALTH, INC.

1660 TYRONE ROAD
MORGANTOWN, WV 26508

13.4 miles away

EDWARD JONES

1427 EARL L CORE RD
MORGANTOWN, WV 26505

13.6 miles away

WESBANCO SECURITIES, INC.

1350 Earl L Core Rd
Morgantown, WV 26505

13.7 miles away

OSAIC WEALTH, INC.

1320 CONNELLSVILLE ROAD SUITE A
LEMONT FURNACE, PA 15456

14.4 miles away

MILINOVICH & CO., INC

101 N. WOODLAND AVE
WAYNESBURG, PA 15370

15.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

601 E High St
Waynesburg, PA 15370-1707

15.7 miles away

LPL FINANCIAL LLC

103 E HIGH ST
WAYNESBURG, PA 15370

MILINOVICH & CO., INC

25 E HIGH STREET
WAYNESBURG, PA 15370

EDWARD JONES

61 W HIGH STREET
WAYNESBURG, PA 15370

16.1 miles away

EDWARD JONES

100 THIRD STREET
CALIFORNIA, PA 15419

18.1 miles away

OSAIC INSTITUTIONS, INC.

125 S. Arch St
Connellsville, PA 15425

22.1 miles away

PNC WEALTH MANAGEMENT LLC

135 MEMORIAL BLVD.
CONNELLSVILLE, PA 15425

22.2 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

815 C Memorial Blvd
Connellsville, PA 15425

22.6 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

815 C Memorial
Connellsville, PA 15425

22.6 miles away

EDWARD JONES

526 FALLOWFIELD AVE
CHARLEROI, PA 15022-1512

22.8 miles away

CETERA INVESTMENT ADVISERS LLC

1 Chamber Plaza Suite 3
Charleroi, PA 15022

22.9 miles away

PNC WEALTH MANAGEMENT LLC

840 ROSTRAVER
BELLE VERNON, PA 15012

CITIZENS SECURITIES, INC.

1731 GRAND BLVD. MAILSTOP: 15B-0056
MONESSEN, PA 15062

23.3 miles away

BOATMAN WEALTH MANAGEMENT, LLC

2 EASTGATE AVENUE SUITE 5
MONESSEN, PA 15062

24.3 miles away

Firms

OSAIC WEALTH, INC.

WESBANCO SECURITIES, INC.

MILINOVICH & CO., INC

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

OSAIC INSTITUTIONS, INC.

PNC WEALTH MANAGEMENT LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CETERA INVESTMENT ADVISERS LLC

CITIZENS SECURITIES, INC.

BOATMAN WEALTH MANAGEMENT, LLC

Investors

Hayden Thomas Mason

William Ryan Mason

TIMOTHY DALE MATTHEW

JASON DAVID WALLS

Matthew Michael McLaughlin

Janet Louise Morris

TIMOTHY JOSEPH SEPSI

EDWARD DANTE CAPUZZI

MICHAEL ANDREW MILINOVICH

Joshuah Allan Dains

CHARLES LUCIAN CARNAHAN

Molly Elizabeth Grandel

SHELBY NICOLE STILWELL

JEFFREY BRYAN WIDDUP

Thomas Steven Fetsko

James Alan Gwyer

Michael Kanalis

SCOTT D PRITCHARD

BRYAN DOUGLAS BOUGHER

DONALD THOMAS FETSKO

MAX RICHARD HOUSE

Chad Michael Novotney

WILLIAM H HECKLICK

DANIEL ODONNELL

GARY WILLIAM BOATMAN

Within 25 miles of Martin, PA, Best Investors lists 27 registered investment advisory firms with 60 offices nearby, managing about $3.99T in combined regulatory AUM across 826,058 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 Martin

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 327 clients · 1,026 advisers $122B AUM