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Best financial advisors in Newell, PA

Registered advisers within 25 miles of Newell, PA.

Offices
309
Firms
108
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
2.84M
2,835,500 clients when Item 5C has a number
Avg / client
$4.97M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
CARNEGIE INVESTMENT COUNSEL
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
BRAUN-BOSTICH & ASSOCIATES INC.
WESBANCO SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
KEY INVESTMENT SERVICES LLC
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CENTAURUS FINANCIAL, INC.
PLANMEMBER SECURITIES CORPORATION

Investors

DENNIS ARTHUR DELUCA
Michael James Curry
DOUGLAS MATTHEW WARZINSKI
DAVID RICHARD PRIORE
Nicholas JAMES Zapatka
JACK EDWARD DRISCOLL
JASON MICHAEL MESSICK
AMY JO BRAUN-BOSTICH
CASSANDRA LYNN KIRBY
Tammy Lynn Pompei
DOUGLAS GEORGE BOSTICH
JOSHUA REED STEIN
MELISSA JEAN STEIN
Joseph McCarrell Piszczor
Stephen Douglas Cooper
Julia Marie McDaniel
JAMES EBON STARCHER
MICHAEL WILLIAM DOWLING
DAVID LEE VEGA
JOSEPH PAUL PRICE
ROBYN LEWIS
Lance Blaine Burgert
GILBERT E. DAVIS
JOHN GEORGE KESICH
ANTHONY FRANCIS QUINLAN
Krysta Lynn Cornelison
JOSEPH DANIEL MALEGO
ARMAND CHARLES SPERDUTO
JAYSON LOUIS WEINBERG

Within 25 miles of Newell, PA, Best Investors lists 108 registered investment advisory firms with 309 offices nearby, managing about $14.1T in combined regulatory AUM across 2,835,500 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 Newell

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM