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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

PNC WEALTH MANAGEMENT LLC
PINE ROAD ASSET MANAGEMENT LLC
HORNOR, TOWNSEND & KENT, LLC
LPL FINANCIAL LLC
ON INVESTMENT MANAGEMENT CO
OSAIC INSTITUTIONS, INC.
KEY INVESTMENT SERVICES LLC
TREBUCHET CONSULTING, LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
ABSOLUTE CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
VENATOR MANAGEMENT LLC

Investors

DANIEL JOSEPH ROCCO
CRAIG ANTHONY ROSSETTI
MARK A MACKEWICH
ANTHONY JAMES CARUSO
DANIEL ALOYSIUS MACKEY
THOMAS JAMES FRANK
STEPHEN THOMAS HADAD
LUKAS Richard GOEHRING
STEVEN JEFFREY MILLER
Mitchell Ryan Mosgrove
Zachary Adam Zimmer
JOHN PATRICK KROLIKOWSKI
THOMAS MARK WALSH
THOMAS JOHN KIJOWSKI
CHRISTOPHER ANDREA MERLO
Ryan W Hritz
Gregg Thomas Defilippi
PHILLIP BRENDEN GEBBEN
ALEXANDER S BARNED
JACK EDWARD DRISCOLL
GEOFFREY PIERCE KASSE
Carey A Droznek
DANIEL KEITH JENKINS
Nicholas JAMES Zapatka
JOSEPH WILLIAM LUCCHINO
CONSTANTINE WILLIAM MAMAKOS
DAVID ROBERT FALLGREN

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