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Best financial advisors in Observatory, PA

Registered advisers within 25 miles of Observatory, PA.

Offices
804
Firms
271
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,267,372 clients when Item 5C has a number
Avg / client
$5.57M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
VICUS CAPITAL, INC.
LPL FINANCIAL LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
POPA FINANCIAL SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GUARDIAN CAPITAL, LLC
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
HOPEMAN VENTURES, LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
SUCCESS WEALTH MANAGEMENT LLC

Investors

KENNETH LEROY SPENCER
Anna Megan Shoup
KELLIE ANN GILLESPIE
MARY BETH FEDUSKA
FRANK DAVID RUSCETTI
BONNIE LEE MCGUIRE
JOHN ALOYSIUS WOJTOWICZ
CHARLES ALAN CORREAL
SCOTT EUGENE SHOUP
Matthew S Wickline
David Venneri
ALAN JOHN POPA
PETER JOHN PIOTROWSKI
Gregory John Swickline
JAMES PATRICK SHIELDS
THOMAS JOSEPH BORIS
Benjamin Hayden Pearce
GREG H MILLER
Marcel Brown
Gregory Walsh
Adam R Check
Darrell Briggs
THEODORE FEITT
THOMAS J KRAHE
WILLIAM R. COLLIER
GEORGIA A PHILLIPS
MATTHEW WAYNE FONTANA
BRADFORD M SCHEIMAN
CALI J LEHMAN
AARON MICHAEL ADRIAN
BENJAMIN DAVID DEMERS
JASON ANTHONY KOLLAR
KELLY MAZZETTI WISNIEWSKI
KERRY L CAMPOLONG
SUSAN MARIE FRITSCH
Robert John Kelly
Mark ALAN Battaglia
Kenneth Sharon
BRYAN JOHN PROCACCINI
JOHN EDWARD ZALEWSKI
WADE MACDONALD WILSON
John Edward Zalewski
DAVID FOSTER
SCOTT N MAIDMAN
DEVIN RENAY KELLEY
Kristyn Brianna OMeara
Christian Robert Kelly
Kristin Renee' Dennis
Matthew Stephen Prepelka
Susan Reasinger
Nicholas John Blicha
Natalie Meharey
AMANDA LEIGH BATTAGLIA
Tyler James Lambert
Keith W Devine
Jack T Kelly
Kevin J Murphy
Jean M Schmid
Ashley Nicole Ogline
GILBERT E. DAVIS
JOHN GEORGE KESICH
NICHOLLE ANN ZOLTASZEK
Kelly H Bandli
Matthew Kloos
BRIAN MARC GOLDMAN
DANIEL ALEXANDER GRIEGO
Kenneth Eric Thomas
John Carl Blanck
Daniel Michael Grix
Jeremy Dillingham

Within 25 miles of Observatory, PA, Best Investors lists 271 registered investment advisory firms with 804 offices nearby, managing about $18.2T in combined regulatory AUM across 3,267,372 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 Observatory

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