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Best financial advisors in Carroll Park, PA

Registered advisers within 25 miles of Carroll Park, PA.

Offices
2,044
Firms
796
Combined AUM
$45.5T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,587,148 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
INDEPENDENCE ASSET ADVISORS, LLC
MAINLINE INVESTMENT ADVISERS, LLC
MERION REALTY ADVISERS, LLC
BIRCH CREEK CAPITAL, LLC
CW ADVISORS, LLC
EDWARD JONES
AI ADVISOR, INC.
CONSERVEST CAPITAL ADVISORS INC
ATLAS
AUERBACH INVESTMENT SERVICES, LLC
STRAFFORD CAPITAL MANAGEMENT, LLC
EMKO INDUSTRIAL GP I LLC
TRUIST ADVISORY SERVICES, INC.
ORBITAL MANAGEMENT
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC

Investors

BENJAMIN TODD MELONE
EMMANUEL ALADE
KATIE ELIZABETH KEARNS
MARY STAMM DALY
WILLIAM ALAN LANDMAN
DAVID ANDREW CLAPPER
TYLER WILLIAM WYNN
LOREN L MCDOUGALL
JUSTIN STEVEN HOROWITZ
Richard Ernest Milburn
Keith David Coleman
DAVID SAUL TURBINER
ERIC Oscar ZELTNER
Rebecca Moore Renninger
LAWRENCE E PORTNOFF
CHRISTINA FRANCESCA COPELAND
DAVID JON LORINE
WILLIAM MACLAY HALL
Lacy Redwine
BRUCE EUGENE KARDON
KRISTIN SINDONI
BRENDAN MOLESKI
Avery Elizabeth Cotter
Cody Ryan Terrion
Jessica Kagin-Tropea
Kevin Auerbach
ANTHONY DAVARO
JONATHAN REED LIGGETT
SCOTT ARI SHAW
OFIR MAMAN
ERIC WILLIAM LOUGHNANE
ROSS ELLIOT COHEN
DAVID JOSEPH DIEAL
MATTHEW SCOTT BAGELL
DEREK SCOT DAVIDSON

Within 25 miles of Carroll Park, PA, Best Investors lists 796 registered investment advisory firms with 2,044 offices nearby, managing about $45.5T in combined regulatory AUM across 3,587,148 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 Carroll Park

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