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Best financial advisors in Morgantown, PA

Registered advisers within 25 miles of Morgantown, PA.

Offices
667
Firms
276
Combined AUM
$38.0T
Firm-wide filings, not assets booked only here
Clients
2.86M
2,855,895 clients when Item 5C has a number
Avg / client
$13.3M
Combined AUM ÷ clients

Nearby offices

Firms

ELLIKER FINANCIAL
LPL ENTERPRISE, LLC
PERIGON WEALTH MANAGEMENT, LLC
PAUL FAIR ASSOCIATES, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
CITIZENS SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HYPERION FINANCIAL
CETERA INVESTMENT ADVISERS LLC

Investors

Stephen McKim Elliker
STEVEN ROBERT MCNABB
MICHAEL LEE KRUMHOLZ
PAUL EDWARD FAIR
DAVID DUKE WELD
JOHN LEWIS GOOD
TINA MARIE SARACINO
GREGORY CHARLES BAUER
BENJAMIN GUY SHARPE
Amie Rae Wanner
Wyatt Klopp
DARRYL SCOTT BENFIELD
CHRISTOPHER BLAUSER
KEVIN EARL HENLEY
Morgan Michael Wilson
ANDREA JEAN WILSON
SUSAN KAY GROSS
DAVID EATON RATHGEB
STEVEN ANTHONY MILLER
STEVEN DOUGLAS WILLIAMS
Austin Patrick Andrews
TYLER CHARLES STORMS
MICHAEL PAUL HARTMAN
DANIEL PAUL CIENIEWICZ
Chere Lynn High-Robles
MARK A STONE
MaryElizabeth Irene Stone
TIMOTHY ANDREW MOGFORD
Brianna Garber
STEPHEN JOSEPH KACH
Jodi Lynn Bukowski
Steven Thomas Hofmann
STEVE H REITER
TAJAI F SMITH

Within 25 miles of Morgantown, PA, Best Investors lists 276 registered investment advisory firms with 667 offices nearby, managing about $38.0T in combined regulatory AUM across 2,855,895 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 Morgantown

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 VANGUARD GROUP INC $11.1T AUM 2 VANGUARD CAPITAL MANAGEMENT, LLC $8.44T AUM 3 VANGUARD PORTFOLIO MANAGEMENT, LLC $2.66T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM