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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

CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
EDWARD JONES
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
PLANMEMBER SECURITIES CORPORATION
AMERIPRISE FINANCIAL SERVICES, LLC
THE HUNTINGTON INVESTMENT COMPANY
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
MARION WEALTH MANAGEMENT
COY CAPITAL MANAGEMENT
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

DEAN ALLEN PONTERIO
JOSHUA EDWARD MEYER
William R Snyder
Chad Regis Friday
Glenn Gary Kolod
KEVIN RICHARD ROSE
RICHARD ROBERT ROSE
ANTHONY CHRISTOPHER CAMPANO
PRADEEP KARUNANIDHI
Alec Lacinski
Tyler Blake
John D Conway
Francis J Aiello
SHELLEY R CONEYBEER
RONALD TIMOTHY LOPRESTI
JONATHAN CAPLAN WEISS
ANDREW JOSEPH CAPETS
NICHOLAS EDWARD CORTAZZO
Roberta M Wagner
SHAWNA L Sklarsky
CHAD MCCONNELL
JEFFREY DONALD LOTT
ETHAN EDWARD MISOUR
Gabriella Lo Tito
MICHAEL STANLEY MARION
Erin Lindsay Britton
Scott Coy
ROBERT PHILIP HILF
COLLEEN R TIRPAK
Nicholas R Carretta
DAVID JOHN RICH
LANCE RICHARD CUNNINGHAM
MATTHEW DAVID ORMAN
MICHAEL ANTHONY CARRETTA
GARRETT PETER HELFRITCH
JANA LUANN MERLO
DANIEL WILLIAM MEGALUDIS
MARK A PONKO
Gio Vonne James Sanders
NATALIE KATHLEEN HOOPER
Joyce Lynn Sullivan
DANIEL LAWRENCE MCELHINNY
KERRI LYNN LLEWELLYN
Alex J Battista
KEITH R FULTON
Brandon Charles Ledoux
Michael Clark
SHAWN HENRY KING
FRANK A DESHANTZ
Matthew Kloos

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