Best Investors Account Sign in

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

CETERA INVESTMENT ADVISERS LLC
ASSET ONE WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
OSAIC ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
PFS INVESTMENTS INC.
WALDRON PRIVATE WEALTH
LPL ENTERPRISE, LLC
KESTRA ADVISORY SERVICES, LLC
KEY INVESTMENT SERVICES LLC
HONTE CAPITAL MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Alexandria Jackson
Nicholas E Theis
Bridget Jean MacPherson Fouse
Nicholas James Troha
NICHOLAS PATRICK SMUTNEY
Matthew Richard Sasala
Brandon Michael Spayd
RYAN MICHAEL FRANKS
NEIL CROWELL
ELLIOT MICHAEL KISTLER
Mercedes Nicole McFarland
Luke Thompson
DENNIS RONALD SPANGLER
Joseph Edward Petrovich
KYLE JAMES KYPER
JOHN WYLIE CUNNINGHAM
PETER ANTHONY DIULUS
STEPHEN GEORGE BIERKER
RAFAEL J. YURK
BRIAN LEWIS YATES
MATTHEW GLYNN OXENREITER
SARA ALEXIS YAROSZ
KENNETH LEROY SPENCER
ERIC JAMES MILLER
MARK A MACKEWICH
Michael Justin Bell
FRANK J CAVOTI
Jared Huckle
TERRY WAYNE STERLING
RITA JEAN HUCKLE
LISA ANN FERA
JAMES DOUGLAS HICKEN
DAVID WAYNE BELTZ
CHRISTOPHER MARK KELLER
Joshua Arthur Ryan Rennert
ERIC CHRISTOPHER VOGT
Michael Waldron
Patrick John Ellsworth
Nathaniel Louis Ecoff
Spencer Owen McKee
Sarah Elizabeth Veverka
Jacob D Vranish
Aidan Mills
JOHN JOSEPH WALDRON
MATTHEW ALAN HELFRICH
KELLY PETTIT COSTELLO
MICHAEL EDWARD KROL
BENJAMIN MICHAEL GREENFELD
CHASE D CONTI
KALEIGH ANN PRICE
ROBERT H. WYCHE
SAMANTHA Spitzer Sheetz
Alex Glenn Hendrickson
Shea Anthony Waldron
Bryan Patrick Waldron
Nicholas Kyle Koury
Stephen Kajmo
Nicholas Alexander Colaizzi
Madison T Daggett
William August Groom
Mary Elizabeth Keegan
LINDSAY WILCOX
Noah Bushlow
Andrew William Steigerwald
Tyler Mock
KEVIN MICHAEL SEARFOSS
CARMEN JOSEPH PALMIERI
ALI CHERI SWART
Andrew David Kuzemchak
Wade Richard Rashilla
Brent Meilinger
CLAUDIA BALLA
ROBERT JAMES MAINELLO
Devin Burgess
AARON GABRIEL MARKS
JAMES HARRY HIXON
DAVID JAMES LUTZ
CASEY JOHN ROBINSON
PHILIP CARL HENRY
KEITH LEVY TRAFFICAN
KATHRYN LUFFY CLARK
PAUL RYAN LORENZ
MATTHEW JOHN VANEK
Jeremy Thomas Smith
Drew Wagnild

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