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Best financial advisors in North East, PA

Registered advisers within 25 miles of North East, PA.

Offices
100
Firms
49
Combined AUM
$9.82T
Firm-wide filings, not assets booked only here
Clients
1.33M
1,330,011 clients when Item 5C has a number
Avg / client
$7.38M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL ENTERPRISE, LLC
ARKADIOS WEALTH ADVISORS
EVANOFF FINANCIAL ADVISORS
NEWEDGE ADVISORS
EVIDENT FINANCIAL
RBC CAPITAL MARKETS, LLC

Investors

ROBERT MEARLE MARTIN
Joellen Trexler Nelson
Ethan Taylor Samueloff
Adam Douglas Nelson
Chelsea Alexandra Nelson
Skyler Ozhen Edwards
MARK A STOCKARD
BRANDON JOSEPH ARMELLA
BRADLEY D SCHWAB
BRANDON JOSEPH FRESCH
CHRISTI SUE Cristians
Rebecca Rae Hausmann
SAMUEL NATALE VRENNA
JEREMY MICHAEL BORRERO
Michael R Baer
THOMAS MICHAEL BAER
TIMOTHY JAMES MORELAND
HARRY LAWRENCE EVANOFF
Edward Francis Wright
PAUL RAYMOND HAKEL
SEAN PATRICK PELINSKY
JOSEPH YACONE
BRIAN CHRISTOPHER HAMMEL
Brandon William Lord
Eric Bennett
Erika Lynn Puda
STEVEN ROBERT HALL
JOSHUA E ENGELS
JEFF BEVACQUA
JEFFREY WILLIAM EVANS
Joseph Michael Knox
David Michael Cullen
Richard Makowski
CHARLES MORGAN CARYL
ANA DELIA SWEDBERG
NANCY JEAN SPARKS
MICHAEL DOMINICK KEIM
J CRAIGE PEPPER
GEORGE JOHN DUSCKAS
MARK MICHAEL LUCAS

Within 25 miles of North East, PA, Best Investors lists 49 registered investment advisory firms with 100 offices nearby, managing about $9.82T in combined regulatory AUM across 1,330,011 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 North East

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM