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Best financial advisors in Trafford, PA

Registered advisers within 25 miles of Trafford, PA.

Offices
674
Firms
228
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,940,095 clients when Item 5C has a number
Avg / client
$5.98M
Combined AUM ÷ clients

Nearby offices

Firms

TRUSTMONT ADVISORY GROUP, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
BROOKSTONE WEALTH ADVISORS, LLC
RETIRE PITTSBURGH MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SPC
THE HUNTINGTON INVESTMENT COMPANY
DUNCAN FINANCIAL PLANNING ADVISORS

Investors

MICHAEL ANTHONY PETROCELLI
Jonathan Michael Emrock
Grant Aaron Kern
LADD ALDEN WAGNER
Robert H DiCristofaro
SHANE WILLIAM GALINO
KENNETH MICHAEL SULLIVAN
REBEKAH SUZANNE KIGER
JONATHAN BRIAN SULEY
William R Snyder
Chad Regis Friday
Glenn Gary Kolod
ROBERT JOSEPH GLATT
MICHAEL BRIAN WARGO
DAVID GREGORY OBLOCK
DONALD ROBERT ANGEL
ROY WILBERT ANDERSON
EDWARD JOHN OPAT
RICHARD R KULBACKI
RONALD WILLIAM GEISLER
BRYAN CHRISTOPHER DAVIS
Luke William Jackson
Alexander Opat
MICHAEL W NYE
CHERYL CARRETTA WHITNEY
Brittany Yvonne Carter
MICHAEL S MALOY
JOHN ANTON SPORAR
Darren Andrew Bonson
Matthew William Wirtz
Francis J Aiello
SHELLEY R CONEYBEER
Garrett Britton
Wayne Washowich
Ryan Gene Sharrer

Within 25 miles of Trafford, PA, Best Investors lists 228 registered investment advisory firms with 674 offices nearby, managing about $17.6T in combined regulatory AUM across 2,940,095 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 Trafford

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