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Best financial advisors in West Newton, PA

Registered advisers within 25 miles of West Newton, PA.

Offices
586
Firms
213
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,943,351 clients when Item 5C has a number
Avg / client
$5.95M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RETIRE PITTSBURGH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
THE HUNTINGTON INVESTMENT COMPANY
STATE FARM INVESTMENT MANAGEMENT CORP.
SPC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

ROBERT JOSEPH GLATT
MICHAEL BRIAN WARGO
ANTHONY RYAN MARCIANO
SHANE WILLIAM GALINO
KENNETH MICHAEL SULLIVAN
REBEKAH SUZANNE KIGER
MICHAEL W NYE
CHERYL CARRETTA WHITNEY
Brittany Yvonne Carter
RONALD TIMOTHY LOPRESTI
JONATHAN CAPLAN WEISS
DAVID GREGORY OBLOCK
DONALD ROBERT ANGEL
ROY WILBERT ANDERSON
EDWARD JOHN OPAT
RICHARD R KULBACKI
RONALD WILLIAM GEISLER
BRYAN CHRISTOPHER DAVIS
Luke William Jackson
Alexander Opat
Francis J Aiello
SHELLEY R CONEYBEER
ANDREW JOSEPH CAPETS
DAVID ALDERSON
Nathan Staib
Mitchell Clint Niderstros
Nicholas Frazetta
STEPHANIE A BRACKEN
Andrew John Koma
ROBERT WILLIAM COWAN
MICHAEL S MALOY
JOHN ANTON SPORAR
Darren Andrew Bonson
MARY KATHERINE PUZAK
Justin Wegley
Jared Wegley
RYAN RICHARD SIKORA
JOHN CLAIR DALLER
GILBERT E. DAVIS
JOHN GEORGE KESICH

Within 25 miles of West Newton, PA, Best Investors lists 213 registered investment advisory firms with 586 offices nearby, managing about $17.5T in combined regulatory AUM across 2,943,351 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 West Newton

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