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Best financial advisors in Chatham, PA

Registered advisers within 25 miles of Chatham, PA.

Offices
574
Firms
267
Combined AUM
$36.2T
Firm-wide filings, not assets booked only here
Clients
2.43M
2,425,141 clients when Item 5C has a number
Avg / client
$14.9M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LEGACY SOLUTIONS, LLC
LINCOLN INVESTMENT
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
TRUIST ADVISORY SERVICES, INC.
UNION SQUARE CAPITAL PARTNERS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
HOLOS INTEGRATED WEALTH
LPL FINANCIAL LLC

Investors

REBECCA LORRAINE MCGEHEAN
Gordon Pealock
Michael Steven Caccavo
MICHAEL RAY MOYER
JEFFREY RYAN HALL
CIARA DANESE PRICE
DANIEL CARMEN DANESE
DANIEL P GANNON
Kenneth Franklin Vance
EDWARD DAVID STILES
WILLIAM CHAD FENSTERMACHER
MITCHELL VANSANT CAMP
HARRY FREDERICK WELCH
DANIEL GENNUSA
MALCOLM RAYNE
STANLEY JOSEPH WILCOX
JENNIFER ESTHER COLON
DEAN VANSANT CAMP
David Paul Dively
BRENT ALLEN MELRATH
Donald Gerrod Sellers
Christian Edwin Flory
RONALD FRANCIS SCHEFF
PATRICK ARTHUR SULLIVAN
LEIGH STEVENSON JOSEPH
WILLIAM GEORGE BRENNAN
David Michael Trainor
Elizabeth Ann Darling
DAVID JAMES MATULEWICZ
PETER WALFREID QUIGLEY
BRIAN JEFFRY STEPHENSON
Patrick Farr Morocco
WILLIAM ELSBERRY LLOYD
G WARD KEEVER
JOHN CHARLES DELP
KWUN (KEVIN) YUE WONG

Within 25 miles of Chatham, PA, Best Investors lists 267 registered investment advisory firms with 574 offices nearby, managing about $36.2T in combined regulatory AUM across 2,425,141 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 Chatham

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM