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Best financial advisors in Upper Saint Clair, PA

Registered advisers within 25 miles of Upper Saint Clair, PA.

Offices
741
Firms
258
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.28M
3,277,492 clients when Item 5C has a number
Avg / client
$5.53M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
COMMONWEALTH FINANCIAL NETWORK
CITIZENS SECURITIES, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EWA, LLC
HORNOR, TOWNSEND & KENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KEITH L. ELIOU, CFP
AMERITAS ADVISORY SERVICES, LLC

Investors

BRITTANY ANN BYRNE
KEVIN P. BOLAND
FAY K BOLAND
Nicholas Maue
JOSHUA JOSEPH BELL
JOSHUA EDWARD MEYER
Karen Swartz Osborn
Brian Matthew Osborn
RICHARD JAMES STASZAK
NEWLIN VAN KIRK ARCHINAL
ROSELYN FAYE WILKINSON
EARL LEIGH BROOKS
WILLIAM JOHN YOUNG
JOHN COURTNEY NAVE
KEVIN RICHARD ROSE
RICHARD ROBERT ROSE
Benjamin Ruttenberg
Christopher M Pavcic
Jamison Foster Smith
Jordan Dyan Fediaczko
Tyler Houston
JAMES STUART RUTTENBERG
MATTHEW BISHOP BLOCKI
NICKLAUS A STONESIFER
DREW DAVID DEIMEL
MARTIN ALLEN VALENTIC
JACOB HOYT CROFT
Andrew James Marra
BRENDAN FRANCIS EGAN
EDWARD WALTER MORRISSEY
MELANIE COLUSCI
MARK EDWARD VUJEVICH
JOSHUA RYAN VALENTIC
RICHARD THOMAS MORRISON
ROBERT D CORCORAN
GEORGE BENJAMIN ROVEE
Gabrielle Anne Smith
CHRISTOPHER JAMES PFANSTIEL
EMMA NICOLE SARNESE
JULIAN ADAM MARTURANO
DANIEL CHARLES GRAY
KATHARINE PERRY
SCOTT FRANCIS PURCELL
IVANA G LIBERATORE
PAUL CHRISTIAN LUKITSCH
KEITH L ELIOU
Carissa Jacqueline Giordano-Steinmeyer
RICHARD ASHLEY WEBB
MELISSA MAXWELL
Jared Vincent Henigin
Hayden Patrick Adams
ERIC EUGENE ELEK
CHRISTOPHER SUESS
BRENDAN M WARD
TERESA MARIA BATTAGLIA
MICHAEL JOHN WARD
MICHAEL THOMAS MUSLIN
BRADLEY SCOTT JURIK
XENOPHON DIMITRIOS PAPANIKOLAOU

Within 25 miles of Upper Saint Clair, PA, Best Investors lists 258 registered investment advisory firms with 741 offices nearby, managing about $18.1T in combined regulatory AUM across 3,277,492 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 Upper Saint Clair

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