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Best financial advisors in Mercer, PA

Registered advisers within 25 miles of Mercer, PA.

Offices
90
Firms
44
Combined AUM
$6.02T
Firm-wide filings, not assets booked only here
Clients
1.44M
1,439,160 clients when Item 5C has a number
Avg / client
$4.18M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
EDWARD JONES
CONFLUENCE FINANCIAL PARTNERS
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LEGACY ADVISORY GROUP, INC.
JFS WEALTH ADVISORS, LLC
STONEX ADVISORS INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

MICHAEL GARETH DAVIS
THOMAS WAYNE JONES
CATHLEEN LOUISE BEATRICE
CATHALEEN ANN FINN
Marion Gale Bridegam
TIMOTHY DAVID CASHDOLLAR
Thomas James Fitzsimmons
STEVEN R HYKES
SOPHIA COSETTE KANN
Eric William Montgomery
RANDALL JACK HOLCOMBE
DAVID OLIVER CASHDOLLAR
ANTHONY LOUIS DEMICHELE
Craig Matthew Denman
LUCAS R MICHAEL
Melissa L Cogswell
Victoria Dorene Whelan
BRIAN LEE TAYLOR
Joshua Adam Schroder
RONALD ALLEN PETERS
GREGORY ALAN LISZKA
PATRICK QUAHLIERO
MATTHEW T BOWER
JOHN JOSEPH CLARK
LEWIS ANTHONY ROSA
MATTHEW ROSS SHACK
Alexei Paul Nicholas Hartwick
MATTHEW MICHAEL RISTVEY
Robert Charles Asmus
David Michael Stabile
SHERRI LEA MARINI
DAVID ANDREW GOLLNER
JOSHUA W STELLE
Casie Robyn Merchant
ROBERT CHARLES JAZWINSKI
AMANDA LYNN MARCELLO
GARY ALAN DALESSANDRO
TIFFANY LYNN DANSO
AARON KENNEDY DAYTON
LOUIS VICTOR COLELLA
Ashley Renee Cline
RYAN CHRISTOPHER TIESI
Constance C Amstutz
Austin David Sambuco
Joseph Daniel Millard
ALISTAIR MCKEE KELLY
CHRYSTAL AMBER SWOPE
Lee D Schmidt
Sophia Schmidt

Within 25 miles of Mercer, PA, Best Investors lists 44 registered investment advisory firms with 90 offices nearby, managing about $6.02T in combined regulatory AUM across 1,439,160 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 Mercer

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM