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Best financial advisors in Bally, PA

Registered advisers within 25 miles of Bally, PA.

Offices
867
Firms
325
Combined AUM
$39.7T
Firm-wide filings, not assets booked only here
Clients
2.89M
2,891,846 clients when Item 5C has a number
Avg / client
$13.7M
Combined AUM ÷ clients

Nearby offices

Firms

M HOLDINGS SECURITIES, INC.
VALIC FINANCIAL ADVISORS, INC.
NEW EDGE WEALTH
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SIGMA FINANCIAL, INC.
PARK AVENUE SECURITIES LLC
ARGYLE CAPITAL MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
TRUIST ADVISORY SERVICES, INC.

Investors

RACHEL CYNTHIA LOWER
DONNA MARIE WANAMAKER
Joseph A Palma
DANIELLE BAILEY
DARIN LUSCH
BRADLEY BOANDL
PAUL DOUGLAS EMRICK
JAMES WALTER KEIM
SARAH LEIGH MILES RODRIGUEZ
WILFRED C MORRISON
Kerri Elizabeth Williams
Katie Heiser
ELIAS ISAAC
ALAN DAVID SHANNON-BRESLIN
HAROLD JOSEPH COOK
CAROLYN D VERBA
ANTHONY G BARBER
Joshua Mangini
LOURDES MARILY VISPERAS
SCOTT EDWARD RICHARDS
STEPHEN THEODORE MELI
MARY ELLEN ZWARYCH
David E Richards
Christopher Wainwright
JOHN DWAIN LENTZ
Michele Maddaloni
NICHOLAS JAMES ROSELLI
MICHAEL ALLEN WATERHOUSE
CHRISTOPHER R HELD
GREGORY SCOTT CONFAIR
PETER KINSLEY MILLER
Dawn Elizabeth Marx
JOHN PETER BANKS
ROBERT W MEUSER
THOMAS JAMES BRADSHAW
BRIAN JOSEPH DUELFER
DEBORAH KLATZ ROUNICK
JOHN DOMINIC DONOFRIO
NERMIN FERHADBEGOVIC
Joseph Michael Ayers
Patrick Burke
DONALD L GRETTA
WILLIAM RAYMOND TRAVIS
DAWN TYRA TOBIN
MARIO EARL CARANNANTE
Thomas Patrick Fulfaro
Karen Elizabeth Schoeller
SCOTT EDWARD SYLVAINUS
JOSEPH WILLIAM LEARY
Jonathan Michael Mull
Patrick Looney
WALTER ROLAND
Christopher Varela
WALTER JOSEPH ROLAND
RYAN D OESTREICH
STEVEN MICHAEL SHERMETTA
GREGORY BERNARD FALKENBACH
Nicholas Hinkle
BRADFORD CHARLES GREENAWALD
TODD STEVEN HARVEY
ALAN CARL WOLMAN
GLORIA JENNIE MONDSCHEIN
ADAM KEITH CADWALLADER
MARK PABLO ENRIQUEZ
DONNA ANN LEFFLER
Michael Guldin
EDWARD JOHN TIERNEY
KENNETH TODD MACKENZIE
BLAINE WILLIAM FRITSCH
MICHAEL SEAN OKEEFE
JOSHUA LOUIS HINKLE
ROBERT WILLIAM PRICE
ROBERT WILLIAM BECK
KARL DAVID REED
KEVIN JOSEPH DWYER
JASON MATTHEW ESPENSHADE
JAMES MACPHERSON MILLER, III
JAMES REIMOLD
WILLIAM E REIMOLD
THOMAS J ROBERTS
DIANA MARIE COLAHAN
CLINTON CARSON OSMUN

Within 25 miles of Bally, PA, Best Investors lists 325 registered investment advisory firms with 867 offices nearby, managing about $39.7T in combined regulatory AUM across 2,891,846 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 Bally

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