Best Investors Account Sign in

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

CITIZENS SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
MFG INVESTMENTS, LLC
CETERA INVESTMENT ADVISERS LLC
FAMILY WEALTH PARTNERS LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CROSSOVER CAPITAL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
INTEGRITY ALLIANCE, LLC.
KREMPA ASSOCIATES INC.

Investors

ALFONSO JOSEPH SIRAVO
GREGORY IRA GARYN
Carline Diane Gondre
KEVIN JAMES HABICK
JOSEPH ANTHONY CATANZARO
BRIAN PATRICK HOGUET
BRADLEY HOWARD DENN
Kevin Kerwin Kennedy
Austin Carlson Kennedy
WALLACE JOSEPH KENNEDY
STEPHEN RODGER COOPER
Tylor Alexander Love
MARK ANTHONY FINELLI
Jack M Paolini
MATTHEW JOHN LOFTUS
Alexander MICHAEL Pron
TASHA M SHADLE
ERIC LEE JAY
JOSEPH MICHAEL SULLIVAN
JAMES JOSEPH GIBSON
ANDREW A ARNO
SHAWN ALAN PURDY
WILLIAM BRIAN DUNKER
Martin Gerard Lutschaunig
MICHAEL JAY KAPOLKA
A CHARLES KREMPA
WILLIAM THOMAS KREMPA
ALBERT CHARLES KREMPA
ZACHARY JAMES GIBSON

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