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Best financial advisors in Monroeville, PA

Registered advisers within 25 miles of Monroeville, PA.

Offices
790
Firms
264
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,266,264 clients when Item 5C has a number
Avg / client
$5.55M
Combined AUM ÷ clients

Nearby offices

Firms

TRUSTMONT ADVISORY GROUP, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
THE HUNTINGTON INVESTMENT COMPANY
AE WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
MARION WEALTH MANAGEMENT
COY CAPITAL MANAGEMENT
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

MICHAEL ANTHONY PETROCELLI
William R Snyder
Chad Regis Friday
Glenn Gary Kolod
ANDREW JOSEPH CAPETS
RONALD TIMOTHY LOPRESTI
JONATHAN CAPLAN WEISS
Laurie A Harriger
MICHAEL JOE D'AMBROSIO
Chelsey Elizabeth Spiller
JOSEPH MICHAEL DAMBROSIO
Michael Ethan Spiller
Michael Thomas Champ
JOHN CHARLES FERGUSON
Nathaniel H Williams
LESLIE JO HEWITT
DUSTIN ROBERT HELM
BRIAN SCOTT HEBERLE
CRAIG MICHAEL CACINI
Francis J Aiello
SHELLEY R CONEYBEER
JEFFREY KEITH RUFFING
RICHARD J. SMITH
JEFFERY SCOTT BERTHNEY
Cameron Christian Clay
Daniel Lee Asti
Daniel James Dietrich
Elgeva B Valentine
PATRICK J DUFFY
TALIN A DRABIK
NICOLE CATHERINE MOSES
Christopher Benjamin Conrad
BRETT WILSON
REGINALD HOLT
EVAN HORSLEY
Matthew Smallidge
Jarrod Frazier
JEFFREY DONALD LOTT
ETHAN EDWARD MISOUR
Gabriella Lo Tito
MICHAEL STANLEY MARION
Erin Lindsay Britton
Scott Coy
ROBERT PHILIP HILF
COLLEEN R TIRPAK
Nicholas R Carretta
DAVID JOHN RICH
LANCE RICHARD CUNNINGHAM
MATTHEW DAVID ORMAN
MICHAEL ANTHONY CARRETTA
GARRETT PETER HELFRITCH
JANA LUANN MERLO
DANIEL WILLIAM MEGALUDIS
MARK A PONKO
Gio Vonne James Sanders
NATALIE KATHLEEN HOOPER

Within 25 miles of Monroeville, PA, Best Investors lists 264 registered investment advisory firms with 790 offices nearby, managing about $18.1T in combined regulatory AUM across 3,266,264 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 Monroeville

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