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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

ROBERT W. BAIRD & CO. INCORPORATED
LPL ENTERPRISE, LLC
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THE HUNTINGTON INVESTMENT COMPANY
LPL FINANCIAL LLC
GOOD LIFE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
EQUITABLE ADVISORS, LLC
PLANMEMBER SECURITIES CORPORATION
MORGAN STANLEY

Investors

JOSHUA DALE KNAPP
DEBBIE L MONTAG-EVANS
AMANDA MCCUE TAYLOR
KENNY CARL MCGEE
ERIK MICHAEL LENYK
Trevor Joel McCance
THOMAS SALISBURY EDWARDS
TODD STEVEN FLEMING
Joshua Henschel
LYRIC FAITH SCHNUR
ERIC MATTHEW MOZUR
EVAN WILLIAM GORSE
WILLIAM JAMES WILSON
JESSICA LEE HORAN
BRIAN CHRISTOPHER SIMON
Jacob Imling
Amanda Lee Tapager
NICHOLAS EDWARD CORTAZZO
ANDREW JOSEPH CAPETS
RONALD TIMOTHY LOPRESTI
JONATHAN CAPLAN WEISS
PRADEEP KARUNANIDHI
Alec Lacinski
Tyler Blake
Francis J Aiello
SHELLEY R CONEYBEER
Ian Zachary Mayhaus
PHILIP THOMAS WEBB
JOSE RIZAL TORRES PANGILINAN
DAVID BENJAMIN BIGGER
JAMES CHRISTIAN KAISER
Nicholas Curinga
Robert Crawford MacWhinnie
Matthew Ryan McClintock
ROBERT CRAWFORD MACWHINNIE
CHRISTOPHER JOSEPH GRIECO
RICHARD A LEWIS
NILS ALAIN NOLAN
Jennifer Christine Dagnal
THOMAS JOHN STROYNE
Kaitlyn Elizabeth Colditz
William Eric Kern
ANTHONY CHRISTOPHER CAMPANO
William R Snyder
Chad Regis Friday
Glenn Gary Kolod
John D Conway
Amanda K Swick
Mason Alexander George
Kaitlyn M Leap
Jacob A Gomolak
Kavitha Ramlal
Mark Rutkowski
DARREN ROBERT SAVIKAS
Kaitlyn Matig Shogry
MICHAEL J RUTKOWSKI
BARBARA BROWN VIRANY
Patrick Wiethorn
JOSEPH JAMES MOLINERO
DEREK MARTIN BROWN
Paul Kurelko
THOMAS MCDONOUGH MATHISON
JOHN RICHARD DANDREA
ELIZABETH ALLISON BEANNER
ANTHONY GERALD SMULSKI
MATTHEW RICHARD RUFFALO
James F MEYERS
TIMOTHY A UNGAREAN JR.
LAURA LEE KUECHLER

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