Best Investors Account Sign in

Best financial advisors in Mount Oliver, PA

Registered advisers within 25 miles of Mount Oliver, PA.

Offices
787
Firms
263
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,266,779 clients when Item 5C has a number
Avg / client
$5.55M
Combined AUM ÷ clients

Nearby offices

Firms

FEDERATED INVESTMENT MANAGEMENT COMPANY
FEDERATED ADVISORY SERVICES COMPANY
FEDERATED SECURITIES CORP.
FEDERATED INVESTMENT COUNSELING
STIFEL, NICOLAUS & COMPANY, INCORPORATED
FIFTH THIRD WEALTH ADVISORS LLC
DIVERSIFY ADVISORY SERVICES, LLC
STEEL TOWER INVESTMENTS
CITIZENS SECURITIES, INC.
CERITY PARTNERS LLC
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
HENRY H. ARMSTRONG ASSOCIATES, INC.
DJS ADVISERS, INC.
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC

Investors

RICHARD PAUL PAULSON
THOMAS ANDREW MARIK
LEWIS CHANDLER WILLIAMS
GEORGE MATTHEW HNARAS
SHAWN EVERETT KNUTSON
ELIZABETH MARY APPEL
CHARLES LEE DAVIS
MATTHEW PHILLIP FITZGIBBONS
NICHOLAS RAYMOND KEMERER
TODD WILLIAM JONES
PAUL MICHAEL BUCKWALTER
BRIAN ROBERT WILLER
MICHAEL P MEEHAN
ADINA ANN DAVIS
BRIAN PATRICK ADAMS
JUSTIN JOSEPH SLOMKOWSKI
RAISA ELIZABETH BARKALOFF
DAMON MICHAEL CLAYTON
MICHAEL HONER
SCOTT ALAN VALLINA
CHARLES RICHARD EBBS
Michael Daniel Klim
Jack Henry Dana
William Henry Ehland
Brendan Kyle Kopich
Christian John Gabriel
Tyler Roman Siconolfi
JEFFREY SCOTT JONES
DANIEL ROBERT WROBLE
RICHARD COLLINS MIHM
DIANE MARIE MARZULA
PETER WILLIAM EISENBRANDT
JANE BROEREN LAMBESIS
BRUCE EDWARD HASTINGS
MICHAEL THOMAS DIMARSICO
JACK BOYD BOHNET
MARK JOSEPH MURPHY
DANIEL PATRICK CASEY
SCOTT JAMES CHARLTON
DAVID MICHAEL LARRICK
RODNEY ANDREW KEHLER
JONATHAN BRETT LIPINSKI
MARCUS VINCENT PERSICHETTI
KENNETH COLLEN BABER
JOHN PAUL LIEKAR
Philip Lee Judson
GREGORY STERZEL
JAMES FRANCIS GETZ
VICTOR LANDON HARPER
DANIEL GREGORY BERRY
THEODORE AUGUST NOETHLING
JACK CUSTER EBENREITER
IRVING FRASIA ANDERSON
DIANE MCCONAGHY ROBINSON
MARC JOHN BENACCI
PATRICK MICHAEL KELLY
JONATHAN PAUL SULLIVAN
JEFFREY SCOTT FEDAN
Jennifer Marie Weaver
JOHN ROBERT RUSH
SCOTT RAYMOND COLLETTE
BRADLEY WAYNE SMITH
PAUL JOZSA MAGAN
STEPHEN JAMES COSTLOW
MAYA GOROKHOVSKIY
CATHERINE MAURA McGee
JAMES JULIAN WOJCIAK
ROBERT HOWARD KERN
DAVID FRANCIS MORGAN
DAVID GARY DANKMYER
MATTHEW ADAM BOYLE
CHRISTOPHER THOMAS DAVIS
MARK ANTON FLISEK
KAITLYN CECILIA ROSS
ANTHONY ZUGEC
DEVIN MICHAEL RANKIN
JACOB RAYMOND MADDIGAN
BRIAN MATTHEW PETNUCH
EUGENE WILLIAM MCCOURT
MATTHEW EUGENE OSHESKIE
NEIL BENJAMIN APFELBAUM
JUSTIN EDWARD LEVY
CASEY CLARENCE CURTIN
ALBERT JOHN ANTHONY DEVITO
ADAM MICHELE HEURICH
MATTHEW JAMES LITZINGER
TIMOTHY HORTON JOHNSON
Matthew Lee Harris
Drew Haley
Jillian Michele Cochran
Morgan Elaine Scaife
Anna Elizabeth Allwes
Caroline Elizabeth Kafafian
Michael Alan Smith
Frank Carl Senchak
Thor Christian Chandler
Daniel James Potosky
Luke Vincent Picchi
Ethan James Young
Justin Christopher Fein
Ian Richard Hastings
Joshua Nathaniel Wertkin
Erik Robert Thornton
Michael Christopher Layton
Tonilynn Frazzini
Madeleine Ann Rees
Spencer Reinke
Douglas Wayne Gardner
Parker Scott Lammers
William Charles Hirt
JOHN ADOLPHUS STALEY
PAUL ADAM UHLMAN
MICHAEL PATRICK WOLFF
THOMAS SCOTT SCHINABECK
MICHAEL HENRY LISS
BRIAN SEAN RONAYNE
MARK JOSEPH STRUBEL
STEPHEN CHRIS OTTO
EDWIN JAMES BROOKS
ALEC HARRY NEILLY
HEATHER WEST FROEHLICH
SCOTT ALAN HOLICK
SCOTT DOUGLAS KAVANAGH
MICHAEL WAYNE KOENIG
MARK CARROLL
EDWIN CLETUS KOONTZ
ERIK JAKOB ZETTELMAYER
G WALTER WHALEN
DAVID ALBERT WASIK
CHRISTOPHER DAVID BERG
JAMES SHERIDAN CONELY
VINCENT THOMAS MORROW
DAYNA LESLIE HAFERKAMP
BRYAN MARKHAM BURKE
BRIAN SCOTT MCINIS
PETER CHRISTOPHER SICONOLFI
MARK BENJAMIN PATSY
CAITLYN MARIE DALESSANDRO
CHRISTOPHER DIBARTOLOMEO
BRENDAN PATRICK SCHUTT
MAX EDWARD RECKER
GREGORY STILIANOS TZANOUKAKIS
EMORY LINCOLN REDD
SAMUEL MICHAEL MCGOWEN
THOMAS ARTHUR ANZIO
BRENDAN EVAN BUTLER
LAYNE MICHELLE FREEMAN
MATTHEW ROBERT DEFILIPPO
DANIEL ROY ZSOLCSAK
PATRICK DUBBS MILEY
RYAN CHARLES MURPHY
ALEXANDER CARL HENRY
Nathan Michael Pangallo
William Ringen Gavett
Matthew Warren Koenig
LITTELL EDWARD WILSON
JOHN CHARLES MOSKO
JAMES EDWARD OSTROWSKI
CHRISTOPHER T KOCH
JEFFREY MICHAEL ANTONACCI
Emma Lynn Field
PETER FRANCIS SMITH
DERRICK RICHARD STANCICK
ROBERT LEFONE JAMES
Casey Patrick Garwig
Triston Christopher Schaffer
Christopher Michael Gianchetti
Caroline Marfino Martin
Kristie Ellen Faber
Hannah Elaine Teslovich
Abigail Eden Dominick
Grayden Jackson
DANIEL PERIS
BRADLEY ALLAN YODER
ERICA LEE RAVER
DAVID BAINES CATALANE
MEGAN ANN GRIFFIN DOLAN
Michael Robert Tucker
IHAB LABIB SALIB
WILLIAM POLLARD PRIBANIC
JOSEPH MARK NATOLI
KEVIN MICHAEL FITZPATRICK
CANDICE SHAKIRA GALLAGHER
JEFF Davis ARONSOHN
SCOTT EDWARD CRAWFORD
DEBORAH DIANE BICKERSTAFF
TRACIE LYNN HEATON
MARK FERDINAND WEISS
STEPHEN PAUL VAN METER
MADISON RAYE CORNELL DISCHINGER
ANNE MARIE HILLWIG
MICHAEL DAVID JURA
KRISTIN JEANNE RHAD
DAMIAN MICHAEL MCINTYRE
Patrick Joseph Morello
STEPHEN KARL GUTCH
SUSAN ROBINSON HILL
DEBORAH ANN CUNNINGHAM
PAIGE MARIE WILHELM
DENIS PATRICK DOHERTY
DONALD ZOOK SHAUB
JARED SCOTT HOFF
CHRISTOPHER PATRICK MCGINLEY
JOHN BASIL FISHER
CRAIG WILTON HENDERSON
ROBERT JOHN OSTROWSKI
ANNE HEMMER KRUCZEK
STEPHEN MARK BENDER
KERRY A KELLY
BRIAN M DIECKMANN
JONATHAN HERMAN DIECKMANN
RONALD CAMERON SHORT
DANIEL COLGAN RILEY
Tammy Christine Baumgarten
RYAN Stephan MASTILAK
Darin James Sipe
RICHARD CHARLES ZALAKAR
PETER ALBERT SEPPI
HERMAN JOSEPH DIECKMANN
JOHN RAYMOND LISOWSKI
JOSEPHINE FRANCES MASTILAK
VALERIE ANN LYLE
PAUL THOMAS LANG
KATHERINE GAIL LOHEYDE
Heather Lozano
TUCKER MORRISON VEENIS
LAURA ANNE VASSAMILLET
Bart Charles Carletto
TROY TAKU WADA
KENNETH LYNN URISH
ELIZABETH ANN URISH
BRADFORD WILLIAM HESS
JAMES ARVID MARKS
STEPHEN J ROHM
JUSTIN PHILLIP BRAHIM
Rodger A Jordan
NICHOLAS M DZIELSKI
STEVEN ERIC BERTOLO
NATALEE ANN ESPOSITO
Bradley Joseph Prosper
JOSEPH GUGLIOTTA SALPIETRO
BRET JONATHAN STUTZMAN
Christina Marie Salpietro
JOHN HERMAN CUMMINGS
MICHAEL BERNARD GIAMMATTEO
JOHN TYSON IFFT
EDWARD CHARLES IFFT
DEVIN MOWRY BLUEMLING
Christopher D. Burton
FRANK A DESHANTZ
GEORGE R. BELLO
JAMES MCKAY ARMSTRONG
ADAM P SCHOLL
PETER D EBERHART
DONALD L. SCHNEEBERGER
WENDY WETZEL ASTORINO
CRAIG ALAN SHENSA
LAWRENCE LOUIS JACOBSON
JAMES WESLEY MONTEVERDE
DANIEL JAMES MARTIN
ADRI JAMES GIACOBINE BLEIER
RICHARD MCKAIG WEBB

Within 25 miles of Mount Oliver, PA, Best Investors lists 263 registered investment advisory firms with 787 offices nearby, managing about $18.1T in combined regulatory AUM across 3,266,779 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 Mount Oliver

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