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Best financial advisors in Berwyn, MD

Registered advisers within 25 miles of Berwyn, MD.

Offices
2,018
Firms
803
Combined AUM
$21.5T
Firm-wide filings, not assets booked only here
Clients
3.99M
3,992,416 clients when Item 5C has a number
Avg / client
$5.38M
Combined AUM ÷ clients

Nearby offices

Firms

W&S BROKERAGE SERVICES, INC.
TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
CROMWELL INVESTMENT ADVISORY, LLC
PFS INVESTMENTS INC.
IZUCHI LLC
M HOLDINGS SECURITIES, INC.
TRUSTED ADVISORS GROUP LLC
J. W. COLE ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
STRATOS WEALTH PARTNERS, LTD
WELLS FARGO CLEARING SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
LINCOLN INVESTMENT

Investors

ABRAHIM Mutee KASSIM
LISSETT A JOHNSON
SHUYUAN WANG
Robert Carrozza
STEPHEN HENRY CROMWELL
ANTHONY MALONE
AZIZAT ABIODUN ADALIKWU
Urenna Chimsomaga Okoye
REGINALD BARRINGTON LLOYD
KURT NICHOLAS KNOESS
MICHAEL GARY CONAWAY
BRYAN STUART SLOVON
Kathryn E Nevin
Alejandra Beatriz Dominguez Jimenez
Debbie Elizabeth Merlos
Elmer M Garcia
ROBERT CALMER NEWLAND
SCOTT CHRISTOPHER COVINGTON
PREAL LYNETTE HALEY
Robert James Kirkland
Shane Ahmad Seaberry
SANDRA LEE HILD DUFF
BRITA MICHELE JONES
Nancy Burns Brzozowski
Angela Vaughan
MARK WASHINGTON MCGIBBON
MIBENGE SUMAILI
Sinwai Sanri Lee
Yueyi Du
DONALD LEE MOORE
DONALD LEE MOORE

Within 25 miles of Berwyn, MD, Best Investors lists 803 registered investment advisory firms with 2,018 offices nearby, managing about $21.5T in combined regulatory AUM across 3,992,416 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 Berwyn

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM