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Best financial advisors in Wexford, PA

Registered advisers within 25 miles of Wexford, PA.

Offices
802
Firms
281
Combined AUM
$18.7T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,267,050 clients when Item 5C has a number
Avg / client
$5.72M
Combined AUM ÷ clients

Nearby offices

Firms

SUCCESS WEALTH MANAGEMENT LLC
WEXFORD WEALTH ADVISORS LLC
EXPERT FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
FRAGASSO FINANCIAL ADVISORS
EQUITABLE ADVISORS, LLC
CITIZENS SECURITIES, INC.
BROOKSTONE WEALTH ADVISORS, LLC
GIBSON CAPITAL, LLC
LINCOLN INVESTMENT
TECUM CAPITAL MANAGEMENT, LLC
EDWARD JONES
INDEPENDENT FINANCIAL PARTNERS
AMERIPRISE FINANCIAL SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED

Investors

NICHOLLE ANN ZOLTASZEK
Kelly H Bandli
Matthew Kloos
BRIAN MARC GOLDMAN
DANIEL ALEXANDER GRIEGO
Kenneth Eric Thomas
John Carl Blanck
Daniel Michael Grix
Jeremy Dillingham
CURTIS J PRITCHARD
TODD ALLEN DELLIGATTI
KEVIN JOSEPH LINGENFELSER
ROBERT HOWARD LINGENFELSER
PETER JOHN PIOTROWSKI
JASON ALAN FOWKES
TED WILLIAM DROST
DAVID PRATTI
TIMOTHY PAUL BUGGY
ERIK WARREN VOLLBRECHT
KENT G. CLIFTON
Cara Thomas
GARRETT L. TEMCHULLA
DANTE Matthew DOCCHIO
Kenneth Michael Jarvis
Nicholas John Sennott
PATRICK JOHN CONNOLLY
CHRISTOPHER JON SIDONI
BLAKE WILSON CURLE
Jonathan Grebosky
ERIC LEE DEMICO
CHAD EVERETT HILEMAN
ROGER CASS GIBSON
RYLAN JOHN MARX
Austen Davis Lunt
JERALD CLARENCE WOZNIAK
AUSTIN J RIDGLEY
DAVID ALLEN EPPLEY
JAMES VICTOR CONRAD
SEAN P HANNON
Jesse L. Taylor
Matthew Gunther
Richard Lee Bopp
MATTHEW D STANLEY
Sean David Ries
Bruno Natter
FREDERICK GUY CLERICI
COREY R UTZ
JOSEPH D THOMPSON
JOHN C. MACKIE
BRENT FISHER HEITZENRODER
JOHN RUSSELL KAUTZ
LOGAN ANDREW DIETZ
JESSICA ANN GREEN
NICHOLAS GLENN MITCHELL
DANIELLE NICOLE Hines
Michael D Mucha
Maeve M Donohue
RAYMOND MICHAEL BALLANTINE
JAY MICHAEL SIMON
DAVID MICHAEL PIFER
TIMOTHY J HUNKELE
MELISSA O'MALLEY
JASON MICHAEL HARRISON
CHAD JAMES EDWARDS
JOHN ROBERT CHAMBERLAND
ADAM PAUL DAVIDSON
KATHRYN JOYCE BRUCKNER
AMY LYNN RILEY
JENNIFER S GREENE
MICHAEL THOMAS MCGRATH
TAMMY SUE NEFF
DUSTIN DREW THOMPSON
KATIE ELIZABETH BOWERS
BRIAN DAVID KOCHERZAT
Lara M Stunkel
STACY HANLON MCHUGH
SAMUEL JOSEPH DIPPOLD
ALLISON MARIE O'Brien
DARREN LEE HUCKO
WILLIAM JOSEPH MANCINO
ROBERT NORMAN RODGERS
BRANDON DONALD HOOK
RYAN MICHAEL LARKIN
LYNN A. HYDE
RANDEE MARIE BAER
JUSTIN MATTHEW YASKO
BRENT G. ULREICH
NICHOLE Marie HEIDE
ZACHARY WILLIAM SANCTIS
MICHAEL BRYAN McKEE
KATHERINE Rhodes Lust
RYAN SAMUEL NAPLES
KENNETH KRIS RODGERS
ANDREW JONATHAN MARSH
SAMANTHA HIRKALA
JONATHAN MARK MCMONIGAL
TIMOTHY MARTIN DONOGHUE
WILLIAM RICE SCOTT
Noah W Vokes
DANIEL Friedrich GOSS
GREGORY PAUL FARRELL
ANDREW BEECHER PATTERSON
BELYNDA D SLAUGENHAUPT
BRADLEY EDWARD DISHART
CHRISTINE HEITZENRODER FARRELL
CHAD JAMES RESTORI
ANDREW CRAIG AUFDERHEIDE
KRISTEN ELIZABETH Sarver
ALEXANDRA SUZANNE SANZONE
MATTHEW RAND REYNOLDS
JOHNATHAN JAMES MILLER
MATTHEW ROBERT BLAZEWICK
TALITHA HD ESTERHUYSEN
Justin Edward Tillotson
CHRIS ALEXANDER GEORGE
CRAIG ARTHUR TILLOTSON
KURT EDWIN CARLSON
KENNETH ALLEN BREADEN
JAMES T MEREDITH
BRIAN JESSE KOBLE
CASSIDY JOY CARLSON
Cole N Pearson
Patrick R Eastburn

Within 25 miles of Wexford, PA, Best Investors lists 281 registered investment advisory firms with 802 offices nearby, managing about $18.7T in combined regulatory AUM across 3,267,050 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 Wexford

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