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Best financial advisors in Penn Hills, PA

Registered advisers within 25 miles of Penn Hills, PA.

Offices
792
Firms
265
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,265,778 clients when Item 5C has a number
Avg / client
$5.55M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CHARLES SCHWAB & CO., INC.
RAYMOND JAMES & ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
KRAMER FIDUCIARY SERVICES
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
AE WEALTH MANAGEMENT, LLC
PNC WEALTH MANAGEMENT LLC
MML INVESTORS SERVICES, LLC

Investors

Nestor Lutsiv
Gregory Allen Furer
MICHAEL SEAN SULLIVAN
CHRISTOPHER ALBERT DULOVICH
Donald Panigall
BRUCE ROBERT HALDEMAN
Laurie A Harriger
MICHAEL JOE D'AMBROSIO
Chelsey Elizabeth Spiller
JOSEPH MICHAEL DAMBROSIO
Michael Ethan Spiller
Michael Thomas Champ
JOHN CHARLES FERGUSON
Nathaniel H Williams
LESLIE JO HEWITT
DUSTIN ROBERT HELM
BRIAN SCOTT HEBERLE
CRAIG MICHAEL CACINI
Shannon Quinn Sharrer
Gary Dane Johnston
SAMUEL DAVID KRAMER
ROBERT WILLIAM COWAN
JEFFREY KEITH RUFFING
RICHARD J. SMITH
JEFFERY SCOTT BERTHNEY
Cameron Christian Clay
Daniel Lee Asti
Daniel James Dietrich
Luke Joseph Mazur
Elgeva B Valentine
PATRICK J DUFFY
TALIN A DRABIK
NICOLE CATHERINE MOSES
Christopher Benjamin Conrad
BRETT WILSON
REGINALD HOLT
EVAN HORSLEY
SEAN ROBIN BARBOUR
Angela Hiles Foster
FREDERICK CAMPBELL THOMPSON
ROBERT K RAPOSA

Within 25 miles of Penn Hills, PA, Best Investors lists 265 registered investment advisory firms with 792 offices nearby, managing about $18.1T in combined regulatory AUM across 3,265,778 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 Penn Hills

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