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Best financial advisors in Natrona Heights, PA

Registered advisers within 25 miles of Natrona Heights, PA.

Offices
618
Firms
233
Combined AUM
$16.7T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,234,646 clients when Item 5C has a number
Avg / client
$5.15M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
EAGLE STRATEGIES LLC
EDWARD JONES
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
NEWEDGE ADVISORS
PNC WEALTH MANAGEMENT LLC
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

SUSAN HUMES BARCLAY
JOSEPH WILLIAM LUCCHINO
Gregg Thomas Defilippi
Brian James Bayer
CHRISTOPHER JOSEPH CASHELL
PHILIP MARK WOSOTOWSKY
DAVID EDWARD LACINSKI
TANA LOUISE HESSOM
GARY JAMES FRENCH
Tracy Hutchison Derouin
Michael James Derouin
Andrew Christopher Derouin
FRANK B EMMERLING
LESLIE ANNE CRAVEN
FRANK BRYAN EMMERLING
WILLIAM EDWARD SALEM
ROBERT ERIC MAGEE
ROBERT ALLEN DICOLA
FRANK ANTHONY AMATO
JEFFREY SCOTT HUNTINGTON
Scott David Mullen
NATHAN RODGERS
RONALD ALEXANDER JONES
Corina Lee Wack
RONALD DANA JONES
Kelly Motter

Within 25 miles of Natrona Heights, PA, Best Investors lists 233 registered investment advisory firms with 618 offices nearby, managing about $16.7T in combined regulatory AUM across 3,234,646 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 Natrona Heights

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 MELLON INVESTMENTS CORPORATION $874B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM