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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

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
OSAIC WEALTH, INC.
DWD PORTFOLIO SOLUTIONS, INC.
LPL FINANCIAL LLC
EWA, LLC
HORNOR, TOWNSEND & KENT, LLC
EMERICK FINANCIAL PLANNING, LLC
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
THE HUNTINGTON INVESTMENT COMPANY
COMMONWEALTH FINANCIAL NETWORK
PNC WEALTH MANAGEMENT LLC

Investors

NEWLIN VAN KIRK ARCHINAL
ROSELYN FAYE WILKINSON
EARL LEIGH BROOKS
FRANCIS HENRY SCHULER
KEITH ALAN WOERNER
SAM CICERO DALESANDRO
Sara Elizabeth Morrison
MARIA CARLA DEVLIN
JUSTIN ANTHONY BAIERL
RICHARD CHARLES IRR
Christopher Edward Crayton
Benjamin Ruttenberg
Christopher M Pavcic
Jamison Foster Smith
Jordan Dyan Fediaczko
Tyler Houston
JAMES STUART RUTTENBERG
MATTHEW BISHOP BLOCKI
NICKLAUS A STONESIFER
DREW DAVID DEIMEL
MARTIN ALLEN VALENTIC
JACOB HOYT CROFT
Andrew James Marra
BRENDAN FRANCIS EGAN
EDWARD WALTER MORRISSEY
MELANIE COLUSCI
MARK EDWARD VUJEVICH
JOSHUA RYAN VALENTIC
RICHARD THOMAS MORRISON
ROBERT D CORCORAN
GEORGE BENJAMIN ROVEE
Gabrielle Anne Smith
CHRISTOPHER JAMES PFANSTIEL
EMMA NICOLE SARNESE
JULIAN ADAM MARTURANO
DANIEL CHARLES GRAY
KATHARINE PERRY
SCOTT FRANCIS PURCELL
CARL RICHARD EMERICK
BRENDAN PATRICK GALLAGHER
CHRISTIAN NICHOLAS CARDELLO
PETER JAMES GIALAMES
JONATHAN JACOB KELLY
James Patrick Fawcett
PAUL CHRISTIAN LUKITSCH
Christian Sepos
Kyle William Walchli
Morgan Lawrence Gemondo
RICKEY Del THOMAS
EDWARD PHILIP LEWIS
KEVIN ROLF DAESCHNER
PATRICK JOHN LEVISEUR
Nicholas Long
SEAN MICHAEL CAIN
PHILLIP JAMES ELIAS

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