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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

LPL ENTERPRISE, LLC
AMERITAS ADVISORY SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
LANGE FINANCIAL GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.
TREVI CAPITAL
LPL FINANCIAL LLC
COURIER CAPITAL, LLC
GRADIENT ADVISORS, LLC
WESTERN WEALTH MANAGEMENT LLC
FIRST COMMAND ADVISORY SERVICES
EDWARD JONES

Investors

AARON GABRIEL MARKS
JAMES HARRY HIXON
DAVID JAMES LUTZ
JANET ELAINE GUBANIC
BENJAMIN ANOLIK
JOHN TEDFORD BACHMAN
GREGORY M SMITH
AARON LEE MCKISSICK
TRAVIS CHAPLAIN WELLNER
LAWRENCE AARON FEDER
JOSEPH DAVID JOSEPH
Munish G Sethi
THOMAS BERNARD ETZEL
JAMES M LANGE
DOMINIC JOHN BONACCORSI
JENNIFER Ann HALL
Michael Edward Long
STEVEN TRUMAN KOHMAN
JAMES ALLEN IAGNEMMA
LINDSEY VALEN WEDNER
GREGORY JOSEPH JACOBS
LOUIS C. RIZZO
THOMAS Blick READING
STEPHEN EDDY FUHRER
SEAN RODGER KNAPP
Kelly Lynn Racicot
JESSE ARMAND PIGONI
Samuel Lee Berdine
Kristy Jeanine McCormick
John Hunter Gourley
ROBERT JAMON WILSON
Tyler Douglas Bream
SEAN ROBIN BARBOUR
Angela Hiles Foster
FREDERICK CAMPBELL THOMPSON

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