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Best financial advisors in Monessen, PA

Registered advisers within 25 miles of Monessen, PA.

Offices
570
Firms
208
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,941,286 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
BOATMAN WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
KEY INVESTMENT SERVICES LLC
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THE HUNTINGTON INVESTMENT COMPANY
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
DIGIORGIO CAPITAL MANAGEMENT, INC.
SALCEDO FINANCIAL SERVICES

Investors

LISA HEGYES
GARY WILLIAM BOATMAN
WILLIAM H HECKLICK
Chad Michael Novotney
CARLY J JENKINS
DANIEL ODONNELL
LUKAS Richard GOEHRING
HAYDEN MCCALL PASCOE
Mason Charles Pascoe
James Alan Gwyer
Michael Kanalis
MICHAEL JON BUDINSKY
JOSHUA EDWARD MEYER
Richard Matthews
KEVIN RICHARD ROSE
RICHARD ROBERT ROSE
PETER MICHAEL TUMBAS
DEAN ALLEN PONTERIO
Ashley M Frazier
CRAIG WILSON BAUM
MARK ANTHONY DIGIORGIO
BRETT ALLAN FOWLER
Matthew James Salcedo

Within 25 miles of Monessen, PA, Best Investors lists 208 registered investment advisory firms with 570 offices nearby, managing about $17.2T in combined regulatory AUM across 2,941,286 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 Monessen

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