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Best financial advisors in Center Valley, PA

Registered advisers within 25 miles of Center Valley, PA.

Offices
505
Firms
164
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
2.79M
2,792,589 clients when Item 5C has a number
Avg / client
$5.08M
Combined AUM ÷ clients

Nearby offices

Firms

ARGYLE CAPITAL MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
HAMEL ASSOCIATES,INC.
BRIGHTSIDE WEALTH PLANNING, LLC
100 PLUS PLANNING
CETERA INVESTMENT ADVISERS LLC
MARINER
STRATEGIC ADVISERS LLC
MB, LEVIS & ASSOCIATES,LLC
SHETLAND FINANCIAL, PLLC
PRIME CAPITAL FINANCIAL
CAPITAL PLANNING WEALTH MANAGEMENT
PRIVATE ADVISOR GROUP, LLC

Investors

PETER KINSLEY MILLER
Dawn Elizabeth Marx
JOHN PETER BANKS
ROBERT W MEUSER
THOMAS JAMES BRADSHAW
BRIAN JOSEPH DUELFER
DEBORAH KLATZ ROUNICK
JOHN DOMINIC DONOFRIO
NERMIN FERHADBEGOVIC
Joseph Michael Ayers
Patrick Burke
DONALD L GRETTA
WILLIAM RAYMOND TRAVIS
DAWN TYRA TOBIN
MARIO EARL CARANNANTE
Thomas Patrick Fulfaro
Karen Elizabeth Schoeller
SCOTT EDWARD SYLVAINUS
JOSEPH WILLIAM LEARY
Jonathan Michael Mull
Patrick Looney
WALTER ROLAND
Christopher Varela
WALTER JOSEPH ROLAND
RYAN D OESTREICH
STEVEN MICHAEL SHERMETTA
GREGORY BERNARD FALKENBACH
Nicholas Hinkle
BRADFORD CHARLES GREENAWALD
TODD STEVEN HARVEY
ALAN CARL WOLMAN
GLORIA JENNIE MONDSCHEIN
ADAM KEITH CADWALLADER
MARK PABLO ENRIQUEZ
DONNA ANN LEFFLER
Michael Guldin
EDWARD JOHN TIERNEY
KENNETH TODD MACKENZIE
BLAINE WILLIAM FRITSCH
MICHAEL SEAN OKEEFE
JOSHUA LOUIS HINKLE
ROBERT WILLIAM PRICE
ROBERT WILLIAM BECK
KARL DAVID REED
KEVIN JOSEPH DWYER
JASON MATTHEW ESPENSHADE
JAMES MACPHERSON MILLER, III
JOSHUA RYAN TOSONI
PASQUALE C HAMEL
MARISA YANNUZZI
RALPH MICHAEL WASIAKOWSKI
NICOLE SCHENK WASIAKOWSKI
WALTER THOMAS WANDALL
JEFFREY SCOTT HAAS
STEVE WALTER MARCINIAK
CHARLES PHILIP ALBRECHT
CHRISTOPHER DOUGLAS MYERS
PHILIP J. MASON
JOSEPH FRANCIS SIVEL
CARL WILLIAM ENDY
DIANNE DENISON
ANN FOREMAN
JANENE LYLES-DAVIS
JACOB CRAWFORD
OLIVIA ACKERMAN
TEAGAN JAMES RENNER
STEVEN D WERNER
THEODORE CHARLES WIEDENMAN
NICOLE ANDRE
JEFFERY FEDELE DEPALMA
TERRI DADIO CAMPBELL
JOSEPH B DANCHO
WYATT WILLIAM WOLF
MELISSA LYNN
JERMAINE D EDWARDS
BRIAN WILLIAM LAIRD
Timothy O'Connors
WANQIAN ZHOU
JASON ROBERT HENNINGER
JOHN BRUCE LEVIS
Kevin Michael Dodgson
AMANDA ROSE SALYER
John Jerry Strasburger
ANN SHEERIN BRINCKMAN
JONATHAN LLOYD CARPENTER
JOHN WILLIAM SULLIVAN
DAVID SCOTT BAHNICK
Cameron Thomas Witherow

Within 25 miles of Center Valley, PA, Best Investors lists 164 registered investment advisory firms with 505 offices nearby, managing about $14.2T in combined regulatory AUM across 2,792,589 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 Center Valley

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM