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Best financial advisors in North Huntingdon, PA

Registered advisers within 25 miles of North Huntingdon, PA.

Offices
636
Firms
222
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,941,109 clients when Item 5C has a number
Avg / client
$5.94M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
POPA FINANCIAL SERVICES, INC.
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
GOLDMAN SACHS WEALTH SERVICES, L.P.
KEYSTONE BITCOIN
CETERA INVESTMENT ADVISERS LLC
QUATTRO ADVISORS L.L.C.
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
ASTRA PRIME WEALTH MANAGEMENT
LPL FINANCIAL LLC

Investors

TEA LUNDELL
KEITH CULLIVER CLARK
DANIEL JOSEPH ROCCO
ALAN JOHN POPA
THEODORE FEITT
Kelly Motter
CHRISTOPHER ANDREA MERLO
Courtney McClellan
Bradley Thomas Appleby
THOMAS MARK WALSH
LUIGI GASPARE DI IANNI
DAVID EMERY MANDLER
ANDREI VOICU
WILLIAM JONATHON NELSON
JORDON MICHAEL POPP
BRETT ALLAN FOWLER
CYNTHIA LOUISE FICKLEY
JACK EDWARD DRISCOLL
Britney Riana Hollick
Nicholas JAMES Zapatka
Ryan Samuel Labriola
Michael DeGregorio
Samuel Asato Childs
Nicholas Song

Within 25 miles of North Huntingdon, PA, Best Investors lists 222 registered investment advisory firms with 636 offices nearby, managing about $17.5T in combined regulatory AUM across 2,941,109 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 Huntingdon

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 MELLON INVESTMENTS CORPORATION $874B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM