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Best financial advisors in New Castle, PA

Registered advisers within 25 miles of New Castle, PA.

Offices
285
Firms
104
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.08M
2,079,396 clients when Item 5C has a number
Avg / client
$5.43M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
EDELMAN FINANCIAL ENGINES
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
C2 PRIVATE WEALTH
STATE FARM INVESTMENT MANAGEMENT CORP.
STONEX ADVISORS INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL ENTERPRISE, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
PNC WEALTH MANAGEMENT LLC

Investors

Joshua Ethan Barr
Kevin Ellsworth-Myers
JEFFREY STEWART MCCREERY
CHRISTOPHER NICHOLAS DEPAOLA
DOUGLAS PAUL CORP
DARIN LINWOOD HASSON
PHILIP JONATHAN BOVA
SARAH ARNOLD WALKER
WILLIAM J MINER
RONDA JEAN NOEL
CURT DAVID KNOTICK
Ethan James Lane
Adam wiliam Holl
Robert Curtis Hoy
ALISTAIR MCKEE KELLY
CHRYSTAL AMBER SWOPE
JOHN BENJAMIN FAHEY
TIMOTHY JOHN REGES
James T Carpenter
Michael William Holdford
Jason Witkoski
JOHN JOSEPH CLARK
PATRICK QUAHLIERO
MATTHEW T BOWER
DANIEL ALEXANDER NELSON
JAMES ANTHONY NELSON
RICHARD A ANGOTT
JOSHUA W STELLE
JOSEPH ARNDT

Within 25 miles of New Castle, PA, Best Investors lists 104 registered investment advisory firms with 285 offices nearby, managing about $11.3T in combined regulatory AUM across 2,079,396 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 New Castle

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM