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Best financial advisors in United, PA

Registered advisers within 25 miles of United, PA.

Offices
174
Firms
62
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.70M
2,704,233 clients when Item 5C has a number
Avg / client
$4.16M
Combined AUM ÷ clients

Nearby offices

Firms

ADVICE & PLANNING SERVICES LLC
OSAIC WEALTH, INC.
SPC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
CAPTRUST
TCP ASSET MANAGEMENT, LLC
ROBERT W. BAIRD & CO. INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
KESTRA ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KEY INVESTMENT SERVICES LLC

Investors

Christina Marie Bryner
RYAN DOUGLAS NAUGLE
JOSEPH DANIEL MALEGO
Richard James Lubecki
Krysta Lynn Cornelison
EDWARD GASKEY
MATTHEW WILLIAM EISENHUTH
Douglas Walter Comin
Mauricio Sanchez Rodriguez
Tyler Josef Becker
NATALIE YVONNE YAKSICK
RICHARD LUKE MILLER
JEFFREY J HEASLEY
JODY ANN WERNER
PAULA MARIE TREMBA
KEITH PATRICK BISKUP
Joseph Corey Howard
MICHAEL JOHN PASSALINQUA
NICHOLAS MICHAEL WILSON
JOHN LEONARD RUTTER
ASHLEY BRIAN VARNER
MATTHEW STEVEN SNIDER
JACK RYAN ELLENBERGER
MARIA ANN YEZOVICH
DAVID WILLIAM RIEHL
JOSEPH MICHAEL YEZOVICH
JENNA MARIE Madigan
DENISE HOUSE
CHRISTOPHER CARL SCHMAUCH
VICTOR FIANO
DEREK PAGE HERRINGTON
JASON ALAN HITCHMAN
WILLIAM JOSEPH WILLETT
LYDIA R MESSENGER
JITKA PETRONIS
MICHAEL TENNY GORDON
JOHN MICHAEL ONUFRO
MARK JENNINGS WOMACK
SHANNON Elizabeth MCCAREY
LISA ANN KRALL
RICHARD TIMOTHY WILLIAMS
Jason Marcieski
Julie L Heckmann
RYAN MATTHEW PURVIS
Wendy Semkus
AMANDA JO ENGLERT
Vanna M Snyder
Nicole Joy Conway
Chad Michael Ferri
Lisette M King
SHANE KEEFE DOWNEY
FREDERICK L HAAS
Casey Ross Shultz
William J Mc Laughlin
BRIAN D FETSCO
Seth Kuhns
TIMOTHY S HELMAN
SHAWN MICHAEL HELMAN
MATTHEW KNIZNER
TIMOTHY JAMES CALDWELL
JENNIFER MARGARET RITZ
KRIS RICHARD GEARY
ROGER WILLIAM KNOUSE
MICHAEL WILLIAM DOWLING
JOSEPH PAUL PRICE
ROBYN LEWIS

Within 25 miles of United, PA, Best Investors lists 62 registered investment advisory firms with 174 offices nearby, managing about $11.2T in combined regulatory AUM across 2,704,233 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 United

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