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Best financial advisors in Scottdale, PA

Registered advisers within 25 miles of Scottdale, PA.

Offices
185
Firms
64
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.71M
2,706,635 clients when Item 5C has a number
Avg / client
$4.16M
Combined AUM ÷ clients

Nearby offices

Firms

TCP ASSET MANAGEMENT, LLC
OSAIC WEALTH, INC.
ROBERT W. BAIRD & CO. INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MORGAN STANLEY
CITIZENS SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
PNC WEALTH MANAGEMENT LLC
THOR FINANCIAL TECHNOLOGIES
MCDOWELL ASSOCIATES INVESTMENTS, LP
STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
OSAIC INSTITUTIONS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
ELLE INVESTMENT GROUP LLC
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

JOHN LEONARD RUTTER
ASHLEY BRIAN VARNER
TIMOTHY JOSEPH SEPSI
EDWARD DANTE CAPUZZI
MATTHEW STEVEN SNIDER
JACK RYAN ELLENBERGER
MARIA ANN YEZOVICH
DAVID WILLIAM RIEHL
JOSEPH MICHAEL YEZOVICH
JENNA MARIE Madigan
DENISE HOUSE
CHRISTOPHER CARL SCHMAUCH
VICTOR FIANO
DEREK PAGE HERRINGTON
JASON ALAN HITCHMAN
WILLIAM JOSEPH WILLETT
LYDIA R MESSENGER
JITKA PETRONIS
MICHAEL TENNY GORDON
JOHN MICHAEL ONUFRO
MARK JENNINGS WOMACK
SHANNON Elizabeth MCCAREY
Tyler Lee Solis
CRYSTEL RENEE LEIDY
TIMOTHY S HELMAN
SHAWN MICHAEL HELMAN
Craig L Yost
Staci Vitali
LOGAN CHRISTOPHER BYRD
PATRICK FORREST MCGROGAN
Thomas Norman Tornow
A TYLER ENTWISLE
TYLER Keith HANDLAN
CAMERON ROTH
Kenneth George Trimbath
BRADLEY R ROTH
MATTHEW KNIZNER
Michael Fetterolf
Anita Buerkle
SHANNON MAI SPISAK
KELLY LYNN PERRY
Donna Marie Bailey
KIRK MATTHEW PERRY
CHRISTOPHER BRIAN ZIANCE
SUZANNE JEAN KERLIN WARD
ARNOLD MATHEW TOTTER
MARK JOSEPH VULCAN

Within 25 miles of Scottdale, PA, Best Investors lists 64 registered investment advisory firms with 185 offices nearby, managing about $11.3T in combined regulatory AUM across 2,706,635 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 Scottdale

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM