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Best financial advisors in Bala, PA

Registered advisers within 25 miles of Bala, PA.

Offices
2,037
Firms
791
Combined AUM
$45.5T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,587,868 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

FRANKLIN PARK
STATE FARM INVESTMENT MANAGEMENT CORP.
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC
ODYSSEY CAPITAL ADVISORS INC.
CHARLES MANNING & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TUCKER ASSET MANAGEMENT LLC
BEACON POINTE ADVISORS, LLC
J. W. COLE ADVISORS, INC.
EQUITABLE ADVISORS, LLC
CHAPIN, DAVIS
LPL FINANCIAL LLC
PROSPERA FINANCIAL SERVICES, INC.
LINCOLN INVESTMENT
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

JONATHAN MORROW MASSARI
HOWARD ALBERT TRAUGER
LAMONT A. BROWN
JASON A SNIPE
Alexander James Sobkowiak
Julia Lauren Hopson
CHARLES ROBERT MANNING
Mark A Nottingham
Rocco Rugnetta
Victor Altadonna Sr
Elizabeth M Burlinson
Maria Clare Santana
Alexander Dominguez
Michael A Paolone
Pamela B Goodman
Patrick J Welde
Todd C Hilinski
JENNIFER MARIE MAXWELL
Michael A Rotay
NICOLE MORGANHEIRA
SCOTT R BUCHER
MARC STEVEN MARTINELLI
REGINALD W JOHNSON
RYAN MICHAEL SWAN
LAUREN M HICKEY
Victor A Altadonna
PATRICK D WELDE
Joseph Thomas Viola
Trevor Paolone
James Francis Welde
William F Adolph
JUSTIN P WALSH
JASON EDWARD PIERCE
Brittany Stivale Fatholahi
DANIEL PATRICK MCKIERNAN
SAMUEL A MORGAN
Philip Michael Capra
PATRICK J WALSH
Marybeth Henry
PATRICK MICHAEL CAHILL
ROBERT JAY MCKIERNAN
JOHN P DURHAM
Vaness Dosedel
Aidan Kleitz
James J Hagedorn
KENNETH WADE CHRISTIAN
Katherine Pettee Hickey
Michael Alexander Gonzalez
ALISA B GARNEK
JILL BRODER STEINBERG
Philip Michael Malitas
Jeremiah M Keating
JUSTIN SHANE JOSEPHS
Aidan John OConnor
DAVID THOMAS HIBSHMAN
Scott John Seidl
CAROL SCICCHITANO
MICHAEL ED REYNOLDS
MICHAEL ANTHONY GALANTINO
WALTER JOSEPH WATSON
Rebecca Ann Thompson
ROBERT ANDREW BOTEL
ROBERT ALAN MILLER
ALEXANDER SNYMAN
CHARLES GREGORY CROTHERS
JOSEPH FRANCIS TORTIS
CHRISTINE BESCHEN
GREGORY ALEXANDER STOSUY
JONATHAN PAUL REARDON
RANDALL SIMPSON COLE
KELLI ANNE LYONS-STEVENS
ROBERT VINCENT PROTESTO
JONATHAN ROBERT GOLDMAN
MICHAEL ROBERT PAPA
Patrick J Crawford

Within 25 miles of Bala, PA, Best Investors lists 791 registered investment advisory firms with 2,037 offices nearby, managing about $45.5T in combined regulatory AUM across 3,587,868 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

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