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Best financial advisors in Bryn Athyn, PA

Registered advisers within 25 miles of Bryn Athyn, PA.

Offices
1,848
Firms
703
Combined AUM
$45.1T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,576,695 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

SUMMIT INVESTMENT ADVISORY GROUP LLC
KESTRA ADVISORY SERVICES, LLC
PENNSYLVANIA CAPITAL MANAGEMENT INC.
SRN ADVISORS, LLC
WEALTHCARE ADVISORY PARTNERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
EDWARD JONES
ISAKOV PLANNING GROUP INC.
MCKENNA & SULLIVAN INC
HORNOR, TOWNSEND & KENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIZENS SECURITIES, INC.
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

JAMES MICHAEL SPINDLER
John Isaac Marotta
Dylan Hansen
GLENN JAY HANSEN
STEPHEN THOMAS PALMER
Christopher Mallon
DONNA M ZANETTI
IRVIN G SCHORSCH
Jack Victor Clauser
Francisco Javier Gil
TYLER ROBERT KREGER
ERIC JAMES VASIL
MAX GREGORY WEINTRAUB
Shawn McMahon
Lawrence Dalessandro
Jan Stoltz
Eugene Kuntorovsky
WILLIAM MCKENNA
SEAN EASTON
Irina Nevedomskaia
Carline Diane Gondre
GREGORY BLAKE ENGLEBRETH
NITA D AMIN
SONILA BLETA
KEVIN CHRISTOPHER FLOOD
CLYDE JOSEPH MCKAY
LOUIS PETER DERITO

Within 25 miles of Bryn Athyn, PA, Best Investors lists 703 registered investment advisory firms with 1,848 offices nearby, managing about $45.1T in combined regulatory AUM across 3,576,695 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 Bryn Athyn

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