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Best financial advisors in Oakdale, PA

Registered advisers within 25 miles of Oakdale, PA.

Offices
759
Firms
263
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,262,665 clients when Item 5C has a number
Avg / client
$5.57M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
INTEGRITY ALLIANCE, LLC.
PRIVATE ADVISOR GROUP, LLC
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
GUARDIAN WEALTH PARTNERS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
HARBOUR INVESTMENTS, INC.
KANAKADHARA FINANCIAL ENTERPRISE
BLACKRIDGE ASSET MANAGEMENT, LLC
SECURITIES BROKERAGE SERVICES
CETERA INVESTMENT ADVISERS LLC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
J.P. MORGAN SECURITIES LLC

Investors

MARK ANTHONY PALMER
ERIC JASON MCMAHON
BRIAN FREDERICK PALUSO
MICHAEL EDWARD KUTCH
MARK JEFFERY MARTIN
RICH GRIVAS
Erika Lanne Ulrich
JONATHAN ERIC LIEBEGOTT
BENJAMIN ARTHUR VEACH
Chad Warmbein
MATTHEW JOSEPH PUSTOVER
JASON JOSEPH SHORT
ANDREW MICHAEL JUGAN
DAVID WILLIAM HEADRICK
ANTONIO CHARLES AIELLO
LISA ANN BROOKS
John R Norman
Nathan Frank Price
Zachary David Kenny
Jonathan Tyler Sweet
Kassandra Colleen Krason
JEFFERY CHRISTOPHER SUHAYDA
MICHAEL DAVID HEADRICK
BARRY WILLIAM COURSON
Shane Quintin Bright
Jonathan Suhayda
GREGORY VOLITICH
KANAK SUBRAMANIAM IYER
BRIAN LEE BREISINGER
ROBERT RICHARD LAURO
HENRY JOSEPH KASKY
RALPH THOMAS SERVATI
BARRY DEAN FASENMYER
LUCAS WILLIAM FEATHERS
DAVID PAUL HRICISAK
JOHN RICHARD KIGER
ZACHARY ROBERT ZANOLLI
Alec Lacinski
Tracy Hindman
PRADEEP KARUNANIDHI
Rosalind M Frazier

Within 25 miles of Oakdale, PA, Best Investors lists 263 registered investment advisory firms with 759 offices nearby, managing about $18.2T in combined regulatory AUM across 3,262,665 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 Oakdale

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