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Best financial advisors in Saxonburg, PA

Registered advisers within 25 miles of Saxonburg, PA.

Offices
580
Firms
218
Combined AUM
$16.6T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,233,606 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
LPL ENTERPRISE, LLC
NEWEDGE ADVISORS
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
HORNOR, TOWNSEND & KENT, LLC
OSAIC INSTITUTIONS, INC.
KEY INVESTMENT SERVICES LLC
RANDALL & ASSOCIATES WEALTH MANAGEMENT

Investors

RONALD ALEXANDER JONES
Corina Lee Wack
RONALD DANA JONES
NATHAN RODGERS
MARK GEORGE STALLSMITH
SEAN HENRY CULBERTSON
TANA LOUISE HESSOM
PHILIP MARK WOSOTOWSKY
DAVID EDWARD LACINSKI
COURTNEY A RICCIARDELLA
Carson d Kessler
JOHN ANTHONY GRENCE
JOHN DAVID IVORY
WILLIAM CLARK FRASER
Jordan J Nance
BRIAN LEE ECKENRODE
SUSAN HUMES BARCLAY
CHRISTOPHER JOSEPH CASHELL
JOSEPH WILLIAM LUCCHINO
Gregg Thomas Defilippi
Jeffrey Joseph Geibel
Amanda Lee Tapager
Brian James Bayer
Joseph David Motisi
CHARLES EDWARD HEADLEY
Olivia Kaye Gilliland
VANESSA SUE MCCALL
Donovan Joseph Slater
COLLIN KENNETH RANDALL
JOHANNA LEE MCBRIDE
MCKENZIE MARIE MILLER

Within 25 miles of Saxonburg, PA, Best Investors lists 218 registered investment advisory firms with 580 offices nearby, managing about $16.6T in combined regulatory AUM across 3,233,606 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 Saxonburg

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