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Best financial advisors in Parkesburg, PA

Registered advisers within 25 miles of Parkesburg, PA.

Offices
682
Firms
279
Combined AUM
$37.6T
Firm-wide filings, not assets booked only here
Clients
2.92M
2,923,353 clients when Item 5C has a number
Avg / client
$12.9M
Combined AUM ÷ clients

Nearby offices

Firms

CHESTNUT STREET INVESTMENT COUNSEL, LLC
ASSUREDPARTNERS INVESTMENT ADVISORS
JANNEY MONTGOMERY SCOTT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TARIGAS INVESTMENT ADVISORY
ROWLEY FINANCIAL
OSAIC WEALTH, INC.
EDWARD JONES
KINGSVIEW WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
RIVER WEALTH ADVISORS LLC
DT INVESTMENT PARTNERS, LLC
RBC CAPITAL MARKETS, LLC
PERIGON WEALTH MANAGEMENT, LLC

Investors

MATEUSZ Jan ATLASIK
RICHARD PAUL HEILIG
BETH ANN VULOPAS
Beverly Clare Bankus
Isabel Catherine Gleason
Laura Christine Jacobs
DAVID EDWARD WHITING
HOPE WALLER HOKE
AMY SUE MURRAY
JEAN ELIZABETH GOOD
LAURA ELLEN PONTZ
Gizem Folk
Sheryl Dawn Oswald
Ryan Marshall
Andrew Morgan
DONALD EUGENE THOMAS
JOHN FRED ODELL
MICHAEL R RICHARDSON
PETER LUCIAN COSTANZO
STEPHANIE LOUISE ODELL
Adam David Runk
Jordan Mellinger
STEVEN FRANKLIN MARSHALL
KEVIN LEE BRADLEY
WILLIAM ROBERT POFF
Hugh Holman Hoke
Gregory Eugene Marco
WILLIAM STEPHEN GREINER
RYAN J LUNDY
Gabriel Lukas
SARA D BLEVINS
SCOTT ALAN HARRIS
Nicholas J Downey
REBECCA D ORTIZ HANSEN
Ian J Montgomery
JAMES JOHN SPANOS
Terrisa L Hohn
Jorge Oscar Gonzalez
Aicha Fofana
TROY DAVID SHRECKENGAST
FIONA C GRANT BOLTZ
DANA ELLENBERG HERR
DOUGLAS DUFFEY HERR
Drew M Groft
JOSEPH EDWARD LUNDY
Lois I Bachman
CATHERINE ELIZABETH BEITZEL
PETER DONALD SCUDNER
Joshua James Kroll
Nathan Henry Kibler
WENDY HOSTETTER ROWLEY
RICHARD MATTHEW ROWLEY
ROY WILLIAM BOOK
Duane Lewis Miller
HAROLD GEORGE WENGER
SUSAN R LONERGAN
CHARLES SAMUEL HANNA
Valerie McCord
Logan James Murphy
Jonathan Cory Shank
KATE K. HERSHEY
Christopher Ruffino
MICHELE LEE GOOD
MARIE ANNETTE MARTIN
Sabrina Lee Rodriguez
Zachary Ryan Bechtold
MARK ANTHONY VERGENES
William Mitchell Fenimore
MICHAEL CHARLES BANWELL
JOHN LEROY BLAIR
John Leroy Blair
Michael David D'Antonio
Ryan Riley Omensetter
LUKE PENSEROT SMITH
JONATHAN DARRELL SMITH
CHARLES Andres SMITH
Jennifer Hahn Giles
LORA BALDINI
Michael Richard Kilburn
MICHAEL JOSEPH NAGLE
MICHAEL ADAM STRULSON
ALLY SARA FEINMAN
ELIAS JEAN PERY
PAUL ERIC KARCHER
SCOTT ANDRE FEINMAN
ZACHARY ALAN KNABLE
MICHAEL LEE KRUMHOLZ

Within 25 miles of Parkesburg, PA, Best Investors lists 279 registered investment advisory firms with 682 offices nearby, managing about $37.6T in combined regulatory AUM across 2,923,353 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 Parkesburg

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 VANGUARD GROUP INC $11.1T AUM 2 VANGUARD CAPITAL MANAGEMENT, LLC $8.44T AUM 3 VANGUARD PORTFOLIO MANAGEMENT, LLC $2.66T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM