Best Investors Account Sign in

Best financial advisors in Tarrs, PA

Registered advisers within 25 miles of Tarrs, PA.

Offices
206
Firms
65
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.71M
2,705,624 clients when Item 5C has a number
Avg / client
$4.16M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
THOR FINANCIAL TECHNOLOGIES
MCDOWELL ASSOCIATES INVESTMENTS, LP
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
PNC WEALTH MANAGEMENT LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
LPL ENTERPRISE, LLC
OSAIC INSTITUTIONS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
ELLE INVESTMENT GROUP LLC
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES

Investors

TIMOTHY S HELMAN
SHAWN MICHAEL HELMAN
CAMERON ROTH
Kenneth George Trimbath
BRADLEY R ROTH
MATTHEW KNIZNER
CRYSTEL RENEE LEIDY
A TYLER ENTWISLE
TYLER Keith HANDLAN
Michael Fetterolf
Anita Buerkle
Craig L Yost
Staci Vitali
LOGAN CHRISTOPHER BYRD
PATRICK FORREST MCGROGAN
Thomas Norman Tornow
SHANNON MAI SPISAK
KELLY LYNN PERRY
Donna Marie Bailey
KIRK MATTHEW PERRY
SUZANNE JEAN KERLIN WARD
ARNOLD MATHEW TOTTER
MARK JOSEPH VULCAN
TIMOTHY MARK WEISHORN
JOAN MARIE WESLEY
Leonard C Kowalski
Ryan Gene Sharrer
Jeffery Stewart Ward
JAMES ALBERT FIORE III
JASON ROBERT YUHAS
Barry John Testa
CHRISTOPHER BRIAN ZIANCE

Within 25 miles of Tarrs, PA, Best Investors lists 65 registered investment advisory firms with 206 offices nearby, managing about $11.2T in combined regulatory AUM across 2,705,624 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 Tarrs

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