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Best financial advisors in Rochester, PA

Registered advisers within 25 miles of Rochester, PA.

Offices
556
Firms
226
Combined AUM
$16.7T
Firm-wide filings, not assets booked only here
Clients
2.28M
2,284,331 clients when Item 5C has a number
Avg / client
$7.31M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
FINANCIAL MANAGEMENT STRATEGIES, INC.
EDWARD JONES
FOUNDATIONS INVESTMENT ADVISORS LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LINCOLN INVESTMENT
OSAIC WEALTH, INC.
EXODUS WEALTH, LLC
KESTRA ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CENTAURI ADVISORY GROUP, INC.
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
WESBANCO SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC

Investors

James H FitzSimmons
MICHAEL Robert VOJNIK
CHARLES JOHN PINCHOTTI
JAMES VINCENT ROGAN
Tyler Douglas Bream
BRIAN PAUL QUARANTA
Luke Constantakis
MAGGIE LOUISE WENZELBURGER
Benjamin Richard Lewis
LACEY ANN YORK
CARLY LYONS
WALTER MANCING
Eden Elizabeth Lantzman
GEORGE A BALOCIK
JAMIE PAUL PATTEN
MICHAELE FRAME MCNELIS
Brodie James Patten
RALPH LOUIS LINARELLI
BRIAN DALE DANIELS
JAMES ROBERT LUCKEY
Benjamin Richard Gialanella
TYLER DOUGLAS FALK
Garrett Michael Bishop
KEVIN EARL PHILLIS
ROBERT DOUGLAS FALK
MARLIN M THOMAS
DONALD PAUL ANTHONY
MICHAEL JOSEPH CARBEN
RYAN OSTER
JOHN CRAIG
DOUGLAS RICHARD MANGES
GABRIEL DOUGLAS MANGES
DAVID ROBERT MCGINLEY
Peter Loncar
Brent Christian Stein
Mirko Nikola Loncar
Elijah Michael Loncar
Jennifer Reill Cepek
Rita Mari Endler
Maria Anne Corradi
THERESA ANN SIMS
Nathaniel J Sepe
Daniel Ian Sutherland

Within 25 miles of Rochester, PA, Best Investors lists 226 registered investment advisory firms with 556 offices nearby, managing about $16.7T in combined regulatory AUM across 2,284,331 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 Rochester

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 MELLON INVESTMENTS CORPORATION $874B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM