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Best financial advisors in Bala Cynwyd, PA

Registered advisers within 25 miles of Bala Cynwyd, PA.

Offices
2,045
Firms
795
Combined AUM
$45.5T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,588,895 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
BIRCH RUN INVESTMENTS, LLC
EHB FINANCIAL RESOURCES MANAGEMNT, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
INNOVA WEALTH PARTNERS, LLC
SPC
CREATIVEONE SECURITIES, LLC
CETERA INVESTMENT ADVISERS LLC
CITY INVESTMENT ADVISORS, INC.
PFS INVESTMENTS INC.
SYNDICATED CAPITAL, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

RALEIGH LINNO COLLINS
LINDA QUINN GALANTE
RYAN FRANCIS HORNER
KUNAL JAY PATEL
JOHN BOLTON DELANEY
DAVID MICHAEL KILLIAN
Bradford Davis Alliger
Tyler Richard Beck
ELIZABETH KWOKA
GRANT C HOLDREN
CHRISTOPHER JOHN LYMAN
JAMES EARL FOOTE
ISIDORE R OGOUSSAN
WILLIAM HAYWOOD BROMLEY
STEPHEN DAVID SCHMIDT
JONATHAN INZERO
IAN ANDREW FOSTER
KYLE F BRUNER
John Michael Orobono
MITCHELL JAY ADLER
KELLY CRISCI
Kevin Anthony
JOSEPH THOMAS AMENDOLARA
Luis Carlos Rigo Salmeron
DHARAM RAJENDRAN GUNNIA
MIGUEL RICO FIEL
CHIOMA BENEDICTA UGORJI
Brian Francis Scheiblein
SCOTT EDWARD MARSHALL
JACQUELYN E DOUBET
JEROME ROBERT GRAHAM
JEFFREY JON JACOBY
Adam Older
MATTHEW BRIAN FRANK
DAVID JOHN SHANTZ
STACEY RHIANNON HEIKKILA
ROBERT EUGENE GORMAN
Charles Joseph Ingulli
NINA ELIZABETH INGULLI
Misty M Carroll-Devine
Karen Machin
TERENCE NORBERT KITA

Within 25 miles of Bala Cynwyd, PA, Best Investors lists 795 registered investment advisory firms with 2,045 offices nearby, managing about $45.5T in combined regulatory AUM across 3,588,895 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 Bala Cynwyd

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 VANGUARD GROUP INC $11.1T AUM 2 VANGUARD CAPITAL MANAGEMENT, LLC $8.44T AUM 3 VANGUARD PORTFOLIO MANAGEMENT, LLC $2.66T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM