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Best financial advisors in Port Matilda, PA

Registered advisers within 25 miles of Port Matilda, PA.

Offices
78
Firms
41
Combined AUM
$9.22T
Firm-wide filings, not assets booked only here
Clients
1.72M
1,720,916 clients when Item 5C has a number
Avg / client
$5.36M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
CREATIVE PLANNING
CETERA INVESTMENT ADVISERS LLC
ASSETMARK, INC.
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
AGSM VENTURES, LLC
MARINER
MARINER WEALTH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
BROOKSTONE WEALTH ADVISORS, LLC
J. W. COLE ADVISORS, INC.

Investors

WADE E CURRY
LAN YANG
BRIAN EDWARD GUGLIELMI
Eric Eugene Updegrove
Richard P Branco
RUBIN PAUL NICHOLS
TRACEY JO CHILDERS-GUMMO
JEFFREY PEYTON WILDERMUTH
Lauren Elizabeth Spigelmyer
Chad Hunter
JAMES JOSEPH KARCHNER
JILL WAINE SUTT
REBECCA MARIE HANEY
ROBERT ROY THOMAS
BRET HARMON HOAG
RONALD BRUCE BEYER
STEFANIE LOUISE YEAGER
Alyssa Peterson
Andrea Motter
TIMOTHY ROBERT MARSHALL
TIMOTHY GEORGE BRUCKER
JANET GEOFFROY PALMATIER
TINA MARIE YARNELL
THOMAS CHARLES KING
Colin Drew Wetzel
LAURA ANN KING
Tom M. Thomas
GREGORY ALLEN KORN
THEODORE JOHN OYLER
Stephanie Dorothy Bell
Alicia Marie Moore

Within 25 miles of Port Matilda, PA, Best Investors lists 41 registered investment advisory firms with 78 offices nearby, managing about $9.22T in combined regulatory AUM across 1,720,916 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 Port Matilda

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM