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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

SALCEDO FINANCIAL SERVICES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUSTMONT ADVISORY GROUP, INC.
LPL FINANCIAL LLC
SPC
AMERIPRISE FINANCIAL SERVICES, LLC
EXODUS WEALTH, LLC
BROOKSTONE WEALTH ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
RETIRE PITTSBURGH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK

Investors

Matthew James Salcedo
ANTHONY RYAN MARCIANO
LUKAS Richard GOEHRING
MATTHEW R CASHDOLLAR
MICHAEL ANTHONY PETROCELLI
MARY KATHERINE PUZAK
Justin Wegley
Jared Wegley
RYAN RICHARD SIKORA
JOHN CLAIR DALLER
Darren Andrew Bonson
MICHAEL S MALOY
JOHN ANTON SPORAR
LADD ALDEN WAGNER
Brittany Yvonne Carter
ROBERT JOSEPH GLATT
MICHAEL BRIAN WARGO
JOSEPH JOHN MATUSZ
Robert H DiCristofaro
MICHAEL W NYE
CHERYL CARRETTA WHITNEY
RYAN EDWARD ROBERTSON
SHANE WILLIAM GALINO
KENNETH MICHAEL SULLIVAN
REBEKAH SUZANNE KIGER
Conor McKenzie
NATHAN JAMES FERGUSON
BERNARD JOHN LYNCH

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