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Best financial advisors in South Park, PA

Registered advisers within 25 miles of South Park, PA.

Offices
744
Firms
260
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,266,781 clients when Item 5C has a number
Avg / client
$5.54M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AE WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CWM, LLC
CITIZENS SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
KEY INVESTMENT SERVICES LLC
INTEGRITY ALLIANCE, LLC.

Investors

Matthew Mark Dudkowski
JEFFREY KEITH RUFFING
RICHARD J. SMITH
JEFFERY SCOTT BERTHNEY
Cameron Christian Clay
Daniel Lee Asti
Daniel James Dietrich
TERRY JOSEPH MARYNCHAK
Elgeva B Valentine
NEAL ANTHONY MCGRATH
ROBERT MICHAEL HOLLICK
LINDA SUE WELLINGTON
PATRICK J DUFFY
TALIN A DRABIK
NICOLE CATHERINE MOSES
Christopher Benjamin Conrad
BRETT WILSON
REGINALD HOLT
EVAN HORSLEY
William R Snyder
Chad Regis Friday
Glenn Gary Kolod
Matthew Smallidge
Jarrod Frazier
DONALD COREY FRENZ
MARY ELIZABETH GOODMAN
BRIAN MATTHEW PATTON
ANDREW JOSEPH CAPETS
MARK JEFFERY MARTIN
RONALD TIMOTHY LOPRESTI
JONATHAN CAPLAN WEISS
ANDREW SHEAR NEFT
ANTHONY J RANALLI
JOHN WALTER REKASIE
AMIE Hernandez
Shannon D Schlatterer
ERIC JOSEPH BROWN
STEPHEN R OCH
ERIC JOHN DOCHERTY
DAVID MICHAEL JOSEPH
JEREMY J KOENIG
Jennifer Sekscinski
JOHN PHILLIP NEHRIG
Michael Alan Wellmon
Alexander William Hall
JESSICA N LIPNISKAS
Ghada Osta
JOHN KENNEDY BUGGY
LAWRENCE M HAGAN
BRANDON JOSEPH FASENMYER
JOSHUA JOSEPH BELL
Heather Maria Barr
BRADLEY MICHAEL DOLHI
Charles Calogero LoCicero
Valentino Hernandez
Jacob Ryan Fuller
Geoffrey Skadra
Ethan Gengarella
KATY DEMARCO BIDDLE
TIMOTHY DAVID O BRIEN
CHRISTOPHER F. LABRADOR

Within 25 miles of South Park, PA, Best Investors lists 260 registered investment advisory firms with 744 offices nearby, managing about $18.1T in combined regulatory AUM across 3,266,781 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 South Park

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