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Best financial advisors in Brookhaven, PA

Registered advisers within 25 miles of Brookhaven, PA.

Offices
1,788
Firms
741
Combined AUM
$45.3T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,586,713 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STEVEN G. BLUM AND ASSOCIATES, LLC
FLAGSHIP CAPITAL MANAGEMENT INC
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
CBIZ INVESTMENT ADVISORY SERVICES, LLC
OBRIEN GREENE & CO INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
PUBLIC RESOURCES ADVISORY GROUP
MEMBERS WEALTH LLC
STONE PINE FINANCIAL PARTNERS
LPL FINANCIAL LLC

Investors

JOHANNA GRACE JACKSON
ELIZABETH CATHERINE RUSSELL
Ihor Zbyshko
Benjamin Geiger
STEVEN G. BLUM
MARY QUINN BONFINI
William Daniel Bradley
THOMAS ALLEN GOLDSMITH
MATT HEINTZ
JACOB EARL LUSBY
DAVID DOMINIC MARSICO
JEFFREY EDWARD MARSICO
DAVID EDWARD TATE
JEFFREY DAVID SIMPSON
DOMINIC EDWARD MARSICO
CHRISTOPHER JOHN TOMLINSON
BRADLEY PATRICK WARNER
RICHARD CHRISTIAN RITZER
MICHAEL BERNARD GLACKIN
PETER JOHN RIVIELLO
Rory Padraic Glackin
MARK BENNETT OBRIEN
SALLY HART SULCOVE
MATTHEW BENNETT OBRIEN
CHERYL ANN PLUNKETT
CRAIG GARTH HACKER
DAVID JAMES BLOOM
ERIC L CARDONICK
BRIAN PATRICK PUGH
KEVIN WALTER KOLMER
CHRISTOPHER R KOLMER
Edward Steven Kassab
kieran cannon
CHRISTIAN THOMAS REINECKER
Anittah Neal Patrick
Kevin Kolmer Sr.
DAVID DOUGLAS VERMEIL
Bryan Whinfrey Messick
Andrew Lawrence Hunt
Charles Gubler
THOMAS PATRICK GOLDSMITH
THOMAS FRANKLIN HUESTIS
TIMOTHY MICHAEL MACARAK
DANE FRANCIS CZAPLICKI
Stuart Andrew Caplan
ISAAC Mulder MARTIN
TIMOTHY YEATS THOMAS
ABIGAIL ELIZABETH SCHMID
ANDREW HARROD HERRON
KEVIN J. MANNING
MYRIAH LIPKE
MATTHEW M GERACI
PERIKLIS KOTSIOPOULOS

Within 25 miles of Brookhaven, PA, Best Investors lists 741 registered investment advisory firms with 1,788 offices nearby, managing about $45.3T in combined regulatory AUM across 3,586,713 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 Brookhaven

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