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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

LPL ENTERPRISE, LLC
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
DIGIORGIO CAPITAL MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MARION WEALTH MANAGEMENT
COY CAPITAL MANAGEMENT
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
ROSSI FINANCIAL ASSOCIATES, INC.
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Garrett Scott Senchur
ANTHONY J SCIULLI
ANDREW SHEAR NEFT
ANTHONY J RANALLI
JOHN WALTER REKASIE
AMIE Hernandez
Shannon D Schlatterer
ERIC JOSEPH BROWN
STEPHEN R OCH
ERIC JOHN DOCHERTY
DAVID MICHAEL JOSEPH
JEREMY J KOENIG
Jennifer Sekscinski
JOHN PHILLIP NEHRIG
Michael Alan Wellmon
Alexander William Hall
JESSICA N LIPNISKAS
Ghada Osta
JOHN KENNEDY BUGGY
LAWRENCE M HAGAN
BRANDON JOSEPH FASENMYER
JOSHUA JOSEPH BELL
Heather Maria Barr
BRADLEY MICHAEL DOLHI
Charles Calogero LoCicero
Valentino Hernandez
Jacob Ryan Fuller
Geoffrey Skadra
Ethan Gengarella
KATY DEMARCO BIDDLE
Joyce Lynn Sullivan
DANIEL LAWRENCE MCELHINNY
KERRI LYNN LLEWELLYN
Alex J Battista
KEITH R FULTON
Brandon Charles Ledoux
Michael Clark
SHAWN HENRY KING
FRANK A DESHANTZ
Matthew Kloos
MARK ANTHONY DIGIORGIO
MARK GEORGE STALLSMITH
SEAN HENRY CULBERTSON
KENNETH ROBERT PERKINS
EUGENE GEORGE ZRINYI
CHARLES WILBER MCCOY
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
PAUL ALAN ROSSI
MATTHEW Zane MAMULA
NICHOLAS PAUL MAMULA
PETER MICHAEL TUMBAS
ANDREW JOSEPH CAPETS
DAVID ALAN KIRKHAM
RONALD TIMOTHY LOPRESTI
JONATHAN CAPLAN WEISS

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