Best Investors Account Sign in

Best financial advisors in Youngstown, PA

Registered advisers within 25 miles of Youngstown, PA.

Offices
180
Firms
63
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,743,430 clients when Item 5C has a number
Avg / client
$4.11M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC
PRIVATE ADVISOR GROUP, LLC
OSAIC INSTITUTIONS, INC.
MACDOUGALL FINANCIAL COUNSELING
VANDERBILT ADVISORY SERVICES
OSAIC WEALTH, INC.
STONEX ADVISORS INC.
LPL ENTERPRISE, LLC
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC

Investors

JOSEPH PAUL PRICE
ROBYN LEWIS
MICHAEL WILLIAM DOWLING
ROGER WILLIAM KNOUSE
CHRISTOPHER BRIAN ZIANCE
John William Powell
Jared Wesley Kean
KEVIN THOMAS BROOM
STEPHEN DAVIS SMALL
Aaron Bunting
Joseph Charles Jansma
WILLIAM FRANCIS HOFFMAN
DOMINIC Lawrence ROSSO
KATIE R MOLANDER
IOANA GAVRIS WAGLE
ALLAN MACDOUGALL
Elizabeth Laughlin MacDougall
KURTIS JAMES SAVAGE
JUSTIN ROGER SIMMERS
Eric Clifford Sutliff
Bradley Thomas Appleby
BRIAN S WINFIELD
DENNIS JOSEPH SCHILLING
JACK MICHAEL GEORGE
JOHN MICHAEL CARSON
ASHLEY ALYSSA DYER
KENNETH GLENN KROTZ
Jonathan Michael Emrock
Grant Aaron Kern
JONATHAN RAY HOTTLE
DAVID ALDERSON
Nathan Staib
Mitchell Clint Niderstros
Nicholas Frazetta
STEPHANIE A BRACKEN
Andrew John Koma
CHRISTOPHER JAMES MCKISSICK
ERIC MICHAEL LUCKEY

Within 25 miles of Youngstown, PA, Best Investors lists 63 registered investment advisory firms with 180 offices nearby, managing about $11.3T in combined regulatory AUM across 2,743,430 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 Youngstown

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM