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Best financial advisors in Broomall, PA

Registered advisers within 25 miles of Broomall, PA.

Offices
1,953
Firms
767
Combined AUM
$45.6T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,587,080 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

BRINKER FINANCIAL
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CITIZENS SECURITIES, INC.
WELLS FARGO CLEARING SERVICES, LLC
BEAM WEALTH ADVISORS, INC.
MC2 FINANCIAL ADVISERS, INC.
LINCOLN INVESTMENT
INTEGRITY ALLIANCE, LLC.
SANTANDER SECURITIES LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC

Investors

JOSEPH FRANCIS BRINKER
Talene Brinker
Luke Stauffer
Josie xiao jing Chen
MICHAEL STEVEN BRADY
DAVID W RODGERS
HERBERT L ROSENBERG
ALBERT ANTHONY DANISH
ADAM P MARONE
JEFFREY RICHARD VITT
MICHAEL JOSEPH FITZPATRICK
THOMAS JOSEPH CUNNINGHAM
WENDY LYNN JERSHKY
OWEN RAHMAN
GERARD JOSEPH OLINGER
NICHOLAS Del CORIALOS
Brian Fee
PHILIP ALLEN ROGERS
FRANCIS BENEDICT MCCULLOUGH
Colin Donal McGuire
Emily Brigid McGuire
DONAL CHRISTOPHER MCGUIRE
JOSEPH BARTHOLOMEW COSDEN
JOSEPH JOHN BRUNO
CHARLES CHRISTOPHER MCAVENEY
Brian Ruht
Kevin Conway
Zachary T. Molyneaux
BRYAN MICHAEL FREY
BRIAN TODD SANDERS
ROBERT MICHAEL ELWELL
Grant William Gaugler
Derek W Koffel

Within 25 miles of Broomall, PA, Best Investors lists 767 registered investment advisory firms with 1,953 offices nearby, managing about $45.6T in combined regulatory AUM across 3,587,080 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 Broomall

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