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Best financial advisors in Pleasant Unty, PA

Registered advisers within 25 miles of Pleasant Unty, PA.

Offices
172
Firms
62
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.70M
2,704,233 clients when Item 5C has a number
Avg / client
$4.16M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
STONEX ADVISORS INC.
JANNEY MONTGOMERY SCOTT LLC
PNC WEALTH MANAGEMENT LLC
COVINGTON INVESTMENT ADVISORS, INC.
MACDOUGALL FINANCIAL COUNSELING
OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
OSAIC WEALTH, INC.
LPL ENTERPRISE, LLC
DUNCAN FINANCIAL PLANNING ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Conor McKenzie
BERNARD JOHN LYNCH
JACK MICHAEL GEORGE
Samuel Noah Silverberg
James Bernard
ALEXANDER LAWRENCE LETIZIA
MICHAEL PATRICK REESE
MELINDA BEAUFORT VARGULISH
Christopher Anthony Shaffer
CHASE Franklin ALCORN
Cole Russell Fiore
JOHN LOUIS FIORE
James Jeffrey Dornan
JOHN YEE
Ryan Michael Jones
Thomas Joseph McAneny
MELANIE ANN BUCHAN
PATRICK R. WALLACE
CINDY JONES
Nick Michael Allen
Colten McCutcheon
Jacob Devlin
ALLAN MACDOUGALL
Elizabeth Laughlin MacDougall
KURTIS JAMES SAVAGE
JUSTIN ROGER SIMMERS
JONATHAN RAY HOTTLE
ERIC MICHAEL LUCKEY
THOMAS ALLEN DICKEY
Anthony Capotosto
JODEE LYNN HARRIS
Jonathan Michael Emrock
Grant Aaron Kern
DENNIS JOSEPH SCHILLING
Daniel Morgano
JAMES BERNARD RYAN
Taylor Marie Marziotto
JOHN MICHAEL GDULA
THOMAS EDWARD EAGLEHOUSE
BRIAN DAVID DUNCAN
JOHN MARSHALL DUNCAN
LARRY LUND QVISTGAARD
DANA LYNN KLEIN
MONICA M GARVER
KRISTEN MARIE HULL
JULIE ANN SNYDER
Geoffrey Chisholm Alberstadt
COLTON LEE HEARN
ROBERT BOYD MCCALMONT
KATHY LEE WHITE
NANCY LEE CONNERS
EDWARD E KAVO
DAVID SCOTT DUNCAN
FRANCIS STEPHEN ZORACKI
TEREK WILSON
PATRICK WILLIAMS
Garrett Britton
Wayne Washowich
Ryan Gene Sharrer

Within 25 miles of Pleasant Unty, PA, Best Investors lists 62 registered investment advisory firms with 172 offices nearby, managing about $11.2T in combined regulatory AUM across 2,704,233 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 Pleasant Unty

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM