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Best financial advisors in Brandamore, PA

Registered advisers within 25 miles of Brandamore, PA.

Offices
985
Firms
411
Combined AUM
$40.9T
Firm-wide filings, not assets booked only here
Clients
2.89M
2,888,596 clients when Item 5C has a number
Avg / client
$14.2M
Combined AUM ÷ clients

Nearby offices

Firms

TROUTMAN WEALTH
PLUMTREE FINANCIAL PLANNING
TRANSAMERICA FINANCIAL ADVISORS, LLC
STONERIDGE WEALTH ADVISORS, LLC
PRIVATE ADVISOR GROUP, LLC
J.P. MORGAN SECURITIES LLC
IPI WEALTH MANAGEMENT, INC.
USA FINANCIAL SECURITIES LLC
TAURUS PRIVATE MARKETS, LLC
BARNSTONE ADVISORS LLC
CMG CAPITAL MANAGEMENT GROUP, INC.
LPL FINANCIAL LLC
DIMATTEO FINANCIAL GROUP
ALPHA ROCK INVESTMENTS, LLC
PARK AVENUE SECURITIES LLC

Investors

STEPHEN MICHAEL TROUTMAN
BETH HOPE DANDREA
XUPING FAN
Yu Tao
JEFFREY ALAN THOMPSON
ROY MICHAEL BLUMBERG
Marcus Lucchese
Stephen M Peters
JEFFREY EARL BUSH
SHANNON E LAROSSE
STEVEN JABLONSKI
PATRICIA MARKELL MCHUGH
John Aneser
JAMES BRINTON DETWILER
STEVEN BEYLIS
AVI JONATHAN RUTSTEIN
STEPHEN BRUCE BLUMENTHAL
BRYSON RYAN BOWERS
LOUIS ALDO INGLESE
JOHN N DIMATTEO
BRIAN ANDREW SCHREINER
Sabrina Satveer Narula
GREGORY SCOTT KUPIEC
TINA MARIE SEASOCK
COLIN DAVIS CISSNE
PATRICIA M PICARDI

Within 25 miles of Brandamore, PA, Best Investors lists 411 registered investment advisory firms with 985 offices nearby, managing about $40.9T in combined regulatory AUM across 2,888,596 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 Brandamore

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