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Best financial advisors in Monongahela, PA

Registered advisers within 25 miles of Monongahela, PA.

Offices
612
Firms
219
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,942,612 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
BOATMAN WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
CITIZENS SECURITIES, INC.
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
THE HUNTINGTON INVESTMENT COMPANY
PLANMEMBER SECURITIES CORPORATION
EQUITABLE ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC

Investors

LUKAS Richard GOEHRING
CARLY J JENKINS
GARY WILLIAM BOATMAN
WILLIAM H HECKLICK
Chad Michael Novotney
LISA HEGYES
HAYDEN MCCALL PASCOE
Mason Charles Pascoe
MICHAEL JON BUDINSKY
DANIEL ODONNELL
JOSHUA EDWARD MEYER
KEVIN RICHARD ROSE
RICHARD ROBERT ROSE
Richard Matthews
James Alan Gwyer
Michael Kanalis
DEAN ALLEN PONTERIO
BRETT ALLAN FOWLER
John D Conway
ANTHONY CHRISTOPHER CAMPANO
PETER MICHAEL TUMBAS
CYNTHIA LOUISE FICKLEY
PRADEEP KARUNANIDHI
Alec Lacinski
Tyler Blake

Within 25 miles of Monongahela, PA, Best Investors lists 219 registered investment advisory firms with 612 offices nearby, managing about $17.2T in combined regulatory AUM across 2,942,612 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 Monongahela

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