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Best financial advisors in Warrendale, PA

Registered advisers within 25 miles of Warrendale, PA.

Offices
710
Firms
254
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,259,993 clients when Item 5C has a number
Avg / client
$5.56M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
CITIZENS SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
W&S BROKERAGE SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
MARINER
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
IMPACT PARTNERSHIP WEALTH, LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THE HUNTINGTON INVESTMENT COMPANY
AMERIPRISE FINANCIAL SERVICES, LLC
CS MCKEE
EQUITABLE ADVISORS, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
PFS INVESTMENTS INC.

Investors

DAVID J HARRISON
Darren Johns
Ryan Krist
Brennon Paik
Tyler Blake
Daniel Thomas Manjooran
Kyle William Walchli
DAVID ALLEN FAHRENTHOLD
DOMINIQUE A JOHNSON
ALAN JON CORNELL
JOSEPH J BLANAR
Marcelo Augusto Antonelli
Matthew Jeffrey Stehle
Caitlyn Rose Verno
BRANDON MICHAEL PRUSS
ERIN LYNN WEBER
CASSIDY JOY CARLSON
TONI LEE ONDEK
BRIAN JESSE KOBLE
KENNETH ALLEN BREADEN
Jason T Pettner
GREGORY ROBERT CASTEN
KURT EDWIN CARLSON
CHRISTINE LYNN SAITTA
CHRISTOPHER LEE HUDSON
TRACY LYNN MCEUEN
ALPHONSE STEVEN WEBER
LAURA LEE FREEDMAN
RANDEL GUERRA MORRIS
Melinda Nicholson
MIGUEL ANGEL GONZALEZ
RICHARD PAUL BONDI
James Thomas Kartsonas
PATRICK BOTULA
Diana F Freedman
Myles Waltonbaugh-Clements
Jonathon Carl Pennline
ELIZABETH SPENCER DUCHAK
Jonathan Robert Lohman
MADISON ANNE PITTMAN
JOEL STEVEN SIROTA
NICHOLAS SEYMOUR
JOSEPH ELMER SEYMOUR
WILLIAM SWIONTEK
MICHAEL ANDREW GIELAROWSKI
MICHAEL A PRIOLA
JOSHUA NIEMAN
MICHAEL BLAIR PRIOLA
MARK FRANK PITTMAN
CHRISTOPHER HUTCHINSON
Kelton Merrill Burgess
JAMES JOHN SCUREMAN
Logan Eugene Lindsey
Scott Thomas Slattery
YURI JACOB DEMETRIS
BRADLEY ADAM THOMPSON
CLAYTON WALKER WILKIN
THANDI CLEMENTS
KEVIN MICHAEL MURRAY
RONALD JOSEPH BALOG
BRIAN SCOTT LIPTAK
DONALD PAUL ANTHONY
MICHAEL JOSEPH CARBEN
RYAN OSTER
JOHN CRAIG

Within 25 miles of Warrendale, PA, Best Investors lists 254 registered investment advisory firms with 710 offices nearby, managing about $18.1T in combined regulatory AUM across 3,259,993 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 Warrendale

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