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Best financial advisors in Moon Township, PA

Registered advisers within 25 miles of Moon Township, PA.

Offices
780
Firms
269
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,262,960 clients when Item 5C has a number
Avg / client
$5.57M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NAV WEALTH PARTNERS
JMS CAPITAL GROUP WEALTH SERVICES, LLC
J.P. MORGAN SECURITIES LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
SCHENLEY CAPITAL, INC
PRIVATE ADVISOR GROUP, LLC
EDWARD JONES
CITIZENS SECURITIES, INC.

Investors

JAMES DANIEL BAIR
ANTHONY RALPH GENNARO
RICHARD JOSEPH PETRO
SARVEY GARCIA CANELLA
BERNADETTE ARLENE BROWN
KENNETH JOHN LAZAROWICZ
Patrick Michael Garbinsky
JUSTIN ANTHONY BAIERL
RICHARD CHARLES IRR
Christopher Edward Crayton
CARLA J POLLICE
COSTAS ANGELO GREKIS
Christian Sepos
JONATHAN JACOB KELLY
James Patrick Fawcett
DAVID ZABELA
Drew Wagnild
RYAN CHRISTOPHER KNOLL
Alexander Atticus Gough
SCOTT WILLIAM MILLER
MELISSA TSAGGARIS CORSO
JOHN MARTIN SCHNEIDER
LAURA S GLEGHORN
RANDOLPH ANTHONY BODNAR
BRIAN MATTHEW SPENCER
ERIC SCOTT LEWIS
Sumana Naik
SUZANNE BARRITT KUSKA
Ian SHAWN Fremer
TONI ANN SACCO
LORI ANN BRINKER
MATTHEW GEORGE HURRAY
Daniel Michael Dee
Kevin Gang
LAURA K. PULVINO
KRISTINA M POCKL
ARCHIBALD LEONARD
John V Maggio
Melissa N Gutherie
Patrick Ryan Fanning
Alex M Ferraccio
Jacob Rebel
CARL JOHN MARSHALWITZ
KAREN LYNN MARSHALWITZ
KATHERINE KELLY LARSEN
WILLIAM HENRY BROWN
Samantha Lynn Burke
Kathleen Annette Cavataio
DEBORA LYNN WARYANKA
GAIL S COSTA
DANIKA WUKICH
DOMENICO TOMAS SCIULLI
JOSEPH M HOOVER
ELIZABETH HAMMER GENTER
RICH GRIVAS
Erika Lanne Ulrich
DAVID WILLIAM NEMECEK

Within 25 miles of Moon Township, PA, Best Investors lists 269 registered investment advisory firms with 780 offices nearby, managing about $18.2T in combined regulatory AUM across 3,262,960 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 Moon Township

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