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Best financial advisors in Vanderbilt, PA

Registered advisers within 25 miles of Vanderbilt, PA.

Offices
114
Firms
48
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
1.73M
1,727,965 clients when Item 5C has a number
Avg / client
$6.06M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
KEY INVESTMENT SERVICES LLC
EDWARD JONES
BOATMAN WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
AMERITAS ADVISORY SERVICES, LLC
LPL ENTERPRISE, LLC
ADVICE & PLANNING SERVICES LLC
STONEX ADVISORS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

LISA HEGYES
ROGER WILLIAM KNOUSE
MICHAEL WILLIAM DOWLING
JOSEPH PAUL PRICE
ROBYN LEWIS
WILLIAM H HECKLICK
Chad Michael Novotney
GARY WILLIAM BOATMAN
Krysta Lynn Cornelison
JOSEPH DANIEL MALEGO
IOANA GAVRIS WAGLE
CARLY J JENKINS
ANGELO EUGENE CILIA
HAYDEN MCCALL PASCOE
Mason Charles Pascoe
Christina Marie Bryner
RYAN DOUGLAS NAUGLE
LUKAS Richard GOEHRING
JACK MICHAEL GEORGE
Chad Rosensteel
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 S WINFIELD
NATALIE YVONNE YAKSICK
RICHARD LUKE MILLER

Within 25 miles of Vanderbilt, PA, Best Investors lists 48 registered investment advisory firms with 114 offices nearby, managing about $10.5T in combined regulatory AUM across 1,727,965 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 Vanderbilt

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM