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Best financial advisors in Sewickley, PA

Registered advisers within 25 miles of Sewickley, PA.

Offices
817
Firms
280
Combined AUM
$18.7T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,261,861 clients when Item 5C has a number
Avg / client
$5.72M
Combined AUM ÷ clients

Nearby offices

Firms

ADAMS CAPITAL MANAGEMENT, INC.
CITIZENS SECURITIES, INC.
SEWICKLEY FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
SCHENLEY CAPITAL, INC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
NAV WEALTH PARTNERS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
JMS CAPITAL GROUP WEALTH SERVICES, LLC
LPL FINANCIAL LLC
FRAGASSO FINANCIAL ADVISORS
AUFMAN ASSOCIATES INC
VAM GROUP, LLC
RELIANCE FINANCIAL ADVISORS
JANNEY MONTGOMERY SCOTT LLC

Investors

DAVID WILLIAM NEMECEK
ERIC N CARLSON
Lesley Baker
DOMENICO TOMAS SCIULLI
ELIZABETH HAMMER GENTER
JOSEPH M HOOVER
TIMOTHY WILLIAM ALBERT
Lon-Michael Keeley
RYAN CHRISTOPHER KNOLL
Alexander Atticus Gough
Drew Wagnild
SCOTT WILLIAM MILLER
MELISSA TSAGGARIS CORSO
JOHN MARTIN SCHNEIDER
LAURA S GLEGHORN
RANDOLPH ANTHONY BODNAR
BRIAN MATTHEW SPENCER
ERIC SCOTT LEWIS
Sumana Naik
SUZANNE BARRITT KUSKA
Ian SHAWN Fremer
TONI ANN SACCO
LORI ANN BRINKER
MATTHEW GEORGE HURRAY
Daniel Michael Dee
Kevin Gang
LAURA K. PULVINO
KRISTINA M POCKL
ARCHIBALD LEONARD
John V Maggio
Melissa N Gutherie
Patrick Ryan Fanning
Alex M Ferraccio
Jacob Rebel
CARL JOHN MARSHALWITZ
KAREN LYNN MARSHALWITZ
KATHERINE KELLY LARSEN
WILLIAM HENRY BROWN
Samantha Lynn Burke
Kathleen Annette Cavataio
DEBORA LYNN WARYANKA
GAIL S COSTA
DANIKA WUKICH
JAMES MARTIN REED
WILLIAM EDWARD WOLFE
BRIANNE DOROTHY KING
PAUL MEHNO
DANIEL JAMES DINGUS
LILIANN MOSER
MICHAEL HALL GODWIN
BRANDON XAVIER SCHWAN
MALLORY KATE LABIK
BRYAN MICHAEL REFT
Serhiy Zayats
William Gregory Skidmore
BERNARD ELWOOD CARTER
ROBERT JAMES YELENOVSKY
NICHOLAS R. REDSHAW
RACHEL WEAVER
BRENT RHUDY SUTHERLAND
EDWARD J AUFMAN
WILLIAM J GAFFEY
EDWARD B AUFMAN
BRYAN ROBERT VESCIO
Michael John Dudkowski
GRANT HARRIS BUTSON
BENJAMIN PAUL BURKLEY
HARRY EUGENE BUTSON
Michael Zatchey
WILLIAM HUNTER COGHLAN
Daniel Gleyze
Jon Vincent Hoover
Erinn Montanti
WILLIAM GEORGE BARTH
Andrea Lynn Robertson
KATHERINE GAIL LOHEYDE
HARRY JOSEPH KENNEDY
Charles Frank Testarella
AMANDA BERGER BURDICK
Cassandra Beres
Trent Tipton
ROBERT DAVID GLEYZE
DOUGLAS WILLIAM STIRLING
WILLIAM WALLACE DANFORTH
JERRY RUSSELL STARR
BARBARA BOYD LAYTON
MICHAEL CALLAS
Leigh Ann Chapman
Garrett Matthew MacDonald
MARK RICHARDSON SCHOLL
BARBARA A UJAZDOWSKI

Within 25 miles of Sewickley, PA, Best Investors lists 280 registered investment advisory firms with 817 offices nearby, managing about $18.7T in combined regulatory AUM across 3,261,861 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 Sewickley

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