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Best financial advisors in Mountain Top, PA

Registered advisers within 25 miles of Mountain Top, PA.

Offices
119
Firms
51
Combined AUM
$9.56T
Firm-wide filings, not assets booked only here
Clients
1.63M
1,628,129 clients when Item 5C has a number
Avg / client
$5.87M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
CENTAURUS FINANCIAL, INC.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
J.P. MORGAN SECURITIES LLC
CHANCELLOR FINANCIAL GROUP WB LP
TRUSTMONT ADVISORY GROUP, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ASCO FINANCIAL GROUP, INC.
CLEMENTE INVESTMENT SERVICES LLC
OSAIC WEALTH, INC.

Investors

Sean Christopher Rooney
DAVID KEENE MITCHELL
BRIAN E ZABRISKI
CARLA CHRISTINE JAGODZINSKI
JAMES HENRY VANWERT
JAMES H VAN WERT
MELISSA ANN SEITCHEK
RUSSELL LEE GOODMAN
MARK JOHN KATARSKY
EDWARD JOSEPH KATARSKY
Joseph P Krugel
KEVIN JOSEPH KRUGEL
ROBERT HENRY JOHN
Deborah L Telesz
ANDREW ROBERT PHILLIPS
Thomas James O'Day
LAWRENCE PHILIP HAMILTON
Eileen Y Song
Eric A Rivera
RICHARD ALAN PASCOE
LAUREN PASCOE KAYRISH
BRENT WILLIAM MAKARCZYK
William Amesbury
Olivia Marie Casale
JAMES (NMN) CLEMENTE
STEPHEN NICHOLAS CLEMENTE
JEROME JOSEPH MCHALE
DONALD PAUL WILLIAMSON

Within 25 miles of Mountain Top, PA, Best Investors lists 51 registered investment advisory firms with 119 offices nearby, managing about $9.56T in combined regulatory AUM across 1,628,129 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 Mountain Top

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM