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Best financial advisors in Monaca, PA

Registered advisers within 25 miles of Monaca, PA.

Offices
549
Firms
225
Combined AUM
$18.0T
Firm-wide filings, not assets booked only here
Clients
2.30M
2,302,109 clients when Item 5C has a number
Avg / client
$7.84M
Combined AUM ÷ clients

Nearby offices

Firms

EXODUS WEALTH, LLC
CETERA INVESTMENT ADVISERS LLC
DINUZZO PRIVATE WEALTH, INC.
JANNEY MONTGOMERY SCOTT LLC
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC
WESBANCO SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MCHENRY INVESTMENTS, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CATLIN FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
THREE CORD TRUE WEALTH MANAGEMENT, LLC
RIVER'S EDGE

Investors

Patricia Rose Piatt
RONALD WAYNE POWELL
JOHN WAYNE NELSON
ROBERT STEPHEN KADILAK
Leslie Dawn Wolford
MARK SAMUEL DINUZZO
Jacob Raymond Potts
Kenneth Michael McDaniel
ROBERT FRANCIS GRAHAM
PATRICK JOSEPH DINUZZO
CARL JOSEPH HARTMAN
MICHAEL VINCENT DINUZZO
George Rea Orr
JESSICA JO MEEK
Keleigh Marie Sopher
ROBERT MASON LEWIS
GENNARO ANTHONY MARSICO
MARK D O'LEARY
VICKIE LYNN BOBCHAK
STEPHEN A KIMMEL
RUSSELL WERME
TODD CHRISTOPHER TODORICH
Kathleen Mary Manickas
James Thomas Kartsonas
SAMUEL WILLIAM SPANOS
Michelle McCafferty Retzer
COSTAS ANGELO GREKIS
Robert Dummer
TAWNI-MARIE TUNNO
BRIAN PATRICK GIFFIN
ERIC JON HANSEN
NICHOLAS EUGENE TOY
Collin Reilly McHenry
Owen Robert Rimel
Bernard Heigl
JOHN WESLEY HAYNES
Joanna Laine Badger
THOMAS RAYMOND WIGTON
TOD REED ARBUTINA
NICHOLAS JOHN RAUGHT
ROBERT TIMOTHY HOLDCROFT
Vasilios K Rizos
Dana Marie Fitzgerald
JAMES EMORY GARR
Trevor M York
Quinn J. Paul McCracken
JAKE GILCHRIST MCCRACKEN
Jacob Charles McConnell
Rita Mari Endler
Maria Anne Corradi
Peter Loncar
Brent Christian Stein
Mirko Nikola Loncar
Elijah Michael Loncar
Jennifer Reill Cepek

Within 25 miles of Monaca, PA, Best Investors lists 225 registered investment advisory firms with 549 offices nearby, managing about $18.0T in combined regulatory AUM across 2,302,109 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 Monaca

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 MELLON INVESTMENTS CORPORATION $874B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM