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Best financial advisors in Point Pleasant, PA

Registered advisers within 25 miles of Point Pleasant, PA.

Offices
941
Firms
335
Combined AUM
$17.1T
Firm-wide filings, not assets booked only here
Clients
2.85M
2,853,025 clients when Item 5C has a number
Avg / client
$6.00M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EXODUS WEALTH, LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
DUKE AND DUKE WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
LINCOLN INVESTMENT
JANNEY MONTGOMERY SCOTT LLC
DEL VAL RETIREMENT AND INVESTMENT SERVICES INC
AMERIPRISE FINANCIAL SERVICES, LLC
ROCKWOOD WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
EQUITABLE ADVISORS, LLC

Investors

JOHN PATRICK REIDY
BRIAN MICHAEL PILON
ROGER WESLEY VANPELT
James Witner
Edward C Keenan
Lacy Phelps
Chloe Olivia Moore
Dean Joseph Verno
Anna Perasso
PHILLIP ALBERT LORENZON
JESSE SVEN DANIELSON
DAVID MORRISON
Ryan Thomas Kelly
LEAH ANN WEST
CORNELIUS PAUL MCCARTHY
JEFF JAFOLLA
Davis Nagg
CHELSEA Anne GORDON
Michael Izak
Zoe Torres-Lyle
Mark Lee Strange
Daniel Francis Hogan
SCOTT JEFFREY KARPIAK
FRANK B HUNDLEY
Shane Timothy Ennis
MICHAEL PATRICK STEVENS
KEITH DAVID GRAHAM
CRAIG MCGOVERN
NORMAN KENNETH MIELZINER
BRADLEY KEITH ADAMS
MARK ALAN KATZOFF
GREGORY JOHN KUHN
WILLIAM SANDS JR
GERALD DONALD BARLOW
CHRISTOPHER JOHN KELLY
SCOTT Andrew UTTERBACk
LISA ANNE POLICARE
Geetha Mathew
PATRICK ANDREW TRAUGER
JOSEPH D'AMORE
Mackenzie Roedel
FRANK ROBERT POLICARE
Brett Clinton Osborn
ROBERT M VOGEL
PAIGE E MARLOW
Carlie Elizabeth Shorr
Benjamin S Herman
Robert Ney Dusek
Jack Paul Gawason
John Collins
Daphne Jillian Smoley
Jack Paul Ventresca
Robert James Maloney
MARK THEODORE KELLY
GERALDINE T BROADBENT
KENNY BRIAN BAUER
JOHN ROBERT AUGENBLICK
TRAVIS SIMAO ROE-RAYMOND
SAMUEL WHITAKER FELDBAUM
MARK ARCIDIACONO
Michael D Flaten
ADAM R KLAZMER
Robert Thomas Stephenson
Megan Jane Lottier
COURTNEY LYNN DURHAM
Maxwell Valentine Dalavai
Catherine P Morgan
Brian M Hansen
James A Smith
John T Hagan
Najeedah Ghias
Kyle David Quigley
Phoebe O'Malley
JADE Alanah MEIER
Siddhi Sagar Malvankar
James Hunter Gilmore
Jackson Charles West
Viviana Marie Salgado
Leigh Machion
John Andrew Little
Emily O'Connor
RENEE A SCHUSTER
JEFFREY BAKER LLEWELLYN
Joseph Robert Houk
Courtney Krzaczyk
John Earl Helvie
Kimberly A Evans
Natalia Rybak
JASON WAYNE COOPER
Casey Baker
David Robidoux
KATHRYN DAIKELER BOGLE
STEPHEN ALBERT GARNICK
Michael Scott Garnick
STEPHEN WILLIAM NILES
Kevin Gerald DiBiaso
GEORGE A YARNALL
ROBERTA ANN LEVINE
BRIAN J BOSTANCIC
Kristeen Anna McConnell

Within 25 miles of Point Pleasant, PA, Best Investors lists 335 registered investment advisory firms with 941 offices nearby, managing about $17.1T in combined regulatory AUM across 2,853,025 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 Point Pleasant

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM