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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

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
THE HUNTINGTON INVESTMENT COMPANY
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
GOLDMAN SACHS WEALTH SERVICES, L.P.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
RETIRE PITTSBURGH MANAGEMENT LLC
EDWARD JONES
BROOKSTONE WEALTH ADVISORS, LLC

Investors

Laurie A Harriger
MICHAEL JOE D'AMBROSIO
Chelsey Elizabeth Spiller
JOSEPH MICHAEL DAMBROSIO
Michael Ethan Spiller
Michael Thomas Champ
JOHN CHARLES FERGUSON
Nathaniel H Williams
LESLIE JO HEWITT
DUSTIN ROBERT HELM
BRIAN SCOTT HEBERLE
CRAIG MICHAEL CACINI
Gregory Allen Furer
MICHAEL SEAN SULLIVAN
CHRISTOPHER ALBERT DULOVICH
Francis J Aiello
SHELLEY R CONEYBEER
Donald Panigall
ANDREW JOSEPH CAPETS
RONALD TIMOTHY LOPRESTI
JONATHAN CAPLAN WEISS
Courtney McClellan
DAVID GREGORY OBLOCK
DONALD ROBERT ANGEL
ROY WILBERT ANDERSON
EDWARD JOHN OPAT
RICHARD R KULBACKI
RONALD WILLIAM GEISLER
BRYAN CHRISTOPHER DAVIS
Luke William Jackson
Alexander Opat
TIMOTHY DAVID O BRIEN
CHRISTOPHER F. LABRADOR
SHANE WILLIAM GALINO
KENNETH MICHAEL SULLIVAN
REBEKAH SUZANNE KIGER
MICHAEL W NYE
CHERYL CARRETTA WHITNEY
William R Snyder
Chad Regis Friday
Glenn Gary Kolod
Matthew Mark Dudkowski
Brittany Yvonne Carter
Robert H DiCristofaro

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