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Best financial advisors in Presto, PA

Registered advisers within 25 miles of Presto, PA.

Offices
779
Firms
268
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
3.49M
3,487,432 clients when Item 5C has a number
Avg / client
$5.24M
Combined AUM ÷ clients

Nearby offices

Firms

KESTRA ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
KEY INVESTMENT SERVICES LLC
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
ASSET ONE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HARBOUR INVESTMENTS, INC.
OSAIC ADVISORY SERVICES, LLC
KANAKADHARA FINANCIAL ENTERPRISE

Investors

CASEY JOHN ROBINSON
PHILIP CARL HENRY
KEITH LEVY TRAFFICAN
KATHRYN LUFFY CLARK
Jeremy Thomas Smith
Drew Wagnild
DAVID PAUL HRICISAK
JOHN RICHARD KIGER
PAUL RYAN LORENZ
ZACHARY ROBERT ZANOLLI
Alec Lacinski
Tracy Hindman
PRADEEP KARUNANIDHI
Rosalind M Frazier
Alexandria Jackson
Nicholas E Theis
Bridget Jean MacPherson Fouse
Nicholas James Troha
NICHOLAS PATRICK SMUTNEY
Matthew Richard Sasala
Brandon Michael Spayd
RYAN MICHAEL FRANKS
NEIL CROWELL
ELLIOT MICHAEL KISTLER
Mercedes Nicole McFarland
Luke Thompson
DENNIS RONALD SPANGLER
Joseph Edward Petrovich
KYLE JAMES KYPER
JOHN WYLIE CUNNINGHAM
PETER ANTHONY DIULUS
STEPHEN GEORGE BIERKER
RAFAEL J. YURK
BRIAN LEWIS YATES
MATTHEW GLYNN OXENREITER
SARA ALEXIS YAROSZ
KENNETH LEROY SPENCER
MICHAEL G COSTA
Olivia Goodwill
JESSE RAY GARSHAK
BETH LYNN DEKLEWA
JAMES MICHAEL MRDJENOVICH
MATTHEW J NICHTER
ELIZABETH JEAN KUSEN
THOMAS HENRY DRUCIS
TERRY RICHARD BURTON
GREGORY VOLITICH
Michael Justin Bell
KANAK SUBRAMANIAM IYER

Within 25 miles of Presto, PA, Best Investors lists 268 registered investment advisory firms with 779 offices nearby, managing about $18.3T in combined regulatory AUM across 3,487,432 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 Presto

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