Best Investors Account Sign in

Best financial advisors in Willow Grove, NJ

Registered advisers within 25 miles of Willow Grove, NJ.

Offices
252
Firms
107
Combined AUM
$10.9T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,764,269 clients when Item 5C has a number
Avg / client
$3.93M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TD PRIVATE CLIENT WEALTH LLC
CHARLES SCHWAB & CO., INC.
KINGSVIEW WEALTH MANAGEMENT, LLC
WORLD INVESTMENT ADVISORS, LLC
EDWARD JONES
RCM CAPITAL MANAGEMENT, L.L.C.
HFM INVESTMENT ADVISORS, LLC
HFM INVESTMENT ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
TOTAL ALIGNMENT WEALTH ADVISORS, LLC
CITIZENS SECURITIES, INC.
ROCKCREST FINANCIAL LLC
FINANCIAL PLANNING PROFESSIONALS, INC.
CHESAPEAKE CAPITAL MANAGEMENT, LLC

Investors

CRAIG EVAN STERN
JOSEPH NICHOLAS GAUNT
LESLIE S ESPOSITO
MICHAEL SANFORD STERN
MARTHA MARIE TOLEDO
STANLEY PAUL HADAM
DONNA MARIE PEREZ
EVAN HERRING
Julia Elizabeth Marino
HOWARD RICHARD MATTSON
EDINSON CRUZADO
Dustin B Pfaff
Douglas Gorecki
Cole Powers
Donald N Daigle
Benjamin John Ott
SAMUEL JOHN RODIO
James Thomas Borda
James Chester Siwek
David Debreceni
CATHERINE B. ALLEN-CARLOZO
Tyler Anthony Reedman
Brett Herron
JASON FRANCIS GABRIELI
Andrew D Barnhardt
Joseph Gaspari
MICHAEL PAUL PALLOZZI
MARK DAVID HASENAUER
CHRISTOPHER ROBIN CICALESE
Collin George Bill
WILLIAM LEONARD LAFFERTY
Beka Kervalishvili
Aiden Thomas Boorstein
STEVEN ALAN BOORSTEIN
EDWARD JOSEPH HARRINGTON
JAMES JOSEPH BURKEITT
SUSAN JUDITH BRUCE

Within 25 miles of Willow Grove, NJ, Best Investors lists 107 registered investment advisory firms with 252 offices nearby, managing about $10.9T in combined regulatory AUM across 2,764,269 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 Willow Grove

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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