Best Investors Account Sign in

Best financial advisors in Chalfont, PA

Registered advisers within 25 miles of Chalfont, PA.

Offices
1,629
Firms
648
Combined AUM
$44.6T
Firm-wide filings, not assets booked only here
Clients
3.57M
3,569,175 clients when Item 5C has a number
Avg / client
$12.5M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
AURORA RE FUND MANAGER, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL ENTERPRISE, LLC
WELLFULL
KINGSWOOD WEALTH ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

THOMAS VINCENT FORSCHT
RANDY LEE SWOPE
ROBERT CROYLE
Martin John Grourke
David Forscht
KEITH E SCHWARZ
DARRELL ANTON COLLINS
NATHAN KLEVIT
LAWRENCE JAY ISAACMAN
TOREY LAFERNEY
ANTHONY JOSEPH MOLETTIERE
MANOJ MURALEEDHARAN
JOSEPH S MEDICA
Kevin Joseph Hiller
BRYAN SCOTT PECHEREK
BRETT DONALD MELTON
Marcel Brown
DANNY JAY BUESING
JOSEPH WALTER GUNSIOROWSKI
GLENN MICHAEL PALMITESSA
Andrew Paul Pilone
Jason ELLIOTT Hine
ERIC MICHAEL LEWANDOWSKI
Brian F Duross
LISA RENAE LEATHERMAN
JOHN EDWARD STANOJEV
GRANT REID RASKIN
STEPHANIE HENRYKA MCCURRY
ARTHUR MICHAEL STRACKHOUSE
JOANNE MARIE NATALE
JOHN DAVID ANDERSON
Jennifer Dawn Detweiler
Drew Herb
RICKY DEWIGHT WHITMIRE
Zachary David Stahl
RYAN DAVID O'SHURAK

Within 25 miles of Chalfont, PA, Best Investors lists 648 registered investment advisory firms with 1,629 offices nearby, managing about $44.6T in combined regulatory AUM across 3,569,175 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 Chalfont

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