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Best financial advisors in Sharon, PA

Registered advisers within 25 miles of Sharon, PA.

Offices
196
Firms
74
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
2.05M
2,051,375 clients when Item 5C has a number
Avg / client
$5.19M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
ONESEVEN
&PARTNERS
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
MATUNE BASILE ADVISORS
EDWARD JONES
STONEX ADVISORS INC.
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LEGACY ADVISORY GROUP, INC.
JFS WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

JESSE B TATTERSON
EDWIN JOSE TORRES
MELISSA ANN BROERMAN
JOHN PATRICK POTTER
GRANT JEFFREY ABRAMS
DIANE GARDNER
DAVID KARL WRIGHT
William Joseph Fry
MICHAEL ROBERT KRISUK
MICHAEL ARTHUR BRUNO
JOHN BRYAN REDMOND
MATTHEW JONATHON DAILEY
DONALD GENE REED
RICHARD A ANGOTT
ANTHONY Joseph KOPESKY
Andrew Craig Pursel
MICHAEL JASON BASILE
JOHN WALTER MATUNE
Robert James Pozzuto
Lee D Schmidt
Sophia Schmidt
JOSHUA W STELLE
ALISTAIR MCKEE KELLY
CHRYSTAL AMBER SWOPE
LEWIS ANTHONY ROSA
MATTHEW ROSS SHACK
Alexei Paul Nicholas Hartwick
MATTHEW MICHAEL RISTVEY
Robert Charles Asmus
David Michael Stabile
JOHN JOSEPH CLARK
MATTHEW T BOWER
SHERRI LEA MARINI
DAVID ANDREW GOLLNER
Casie Robyn Merchant
ROBERT CHARLES JAZWINSKI
AMANDA LYNN MARCELLO
GARY ALAN DALESSANDRO
TIFFANY LYNN DANSO
AARON KENNEDY DAYTON
LOUIS VICTOR COLELLA
Ashley Renee Cline
RYAN CHRISTOPHER TIESI
Constance C Amstutz
Austin David Sambuco
Joseph Daniel Millard
PATRICK QUAHLIERO

Within 25 miles of Sharon, PA, Best Investors lists 74 registered investment advisory firms with 196 offices nearby, managing about $10.6T in combined regulatory AUM across 2,051,375 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 Sharon

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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