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Best financial advisors in Cheltenham, PA

Registered advisers within 25 miles of Cheltenham, PA.

Offices
1,866
Firms
709
Combined AUM
$44.8T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,576,609 clients when Item 5C has a number
Avg / client
$12.5M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
VERTEX FINANCIAL ADVISORS LLC
TD PRIVATE CLIENT WEALTH LLC
COMPREHENSIVE INVESTMENT MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
OPPENHEIMER & CO. INC.
ALVIN CLAY FINANCIAL ADVISORS, LLC
FINANCIAL SPECTRUM INC.

Investors

JOHN FRANCIS DEGIROLAMO
JOHN BATTISTA
ROLAND REDMOND MCDUELL
DAWN L. MCDUELL
Juan Jose Benjumea
Thaddeus Jean Baptiste
Natali E Sanchez
Miguel Angel Castaneda
ALDEN KELSEY THOMAS
GREGORY DAVIS
SANGHOON HUH
STEVEN ABERBLATT
Alexander Y Peng
Mark-Anthony Gibson
Justin Robert Devine
DONALD EDWARD JONES
AMY E BAKER
RYAN SACKS
PAUL STEPHEN BAKER
STEVEN JAMES DEPAUL
ELENA GOSHEVA KOSTOVA
KRISTIN JONES
Francis Xavier Blust
HILARY SEABROOK BLUST
CHRISTINE DIANE PEDRICK
ERIN ANN CRESKO
SUSAN CRIST
Christopher John Jud
Eliza Jane McDevitt
Grace Loveland
DANIEL COLLETTE JONES
DANIELLE R. PAGE
EDWIN R MCDEVITT
GEORGE M SCHWARTZ
JEFFREY WOLF MARGOLIES
KARIM REZQUI
ERIK JOHN HANHAUSER
ROBERT J DARIES
PAUL DAVID KELLER
E MATTHEW STEINBERG
WILLIAM STODDARD VALENTINE
ROBERT C LINK
CHARLES LEWIS HILLIS
JAMES E MARCONIS
MICHAEL CHRISTOPHER DICKSTEIN
MARK D ABBONIZIO
DUANE DOMINIC CABRERA
JOHN ALAN HANHAUSER
MELISSA HAUA
PATRICK KEVIN MCFADDEN
STELLA MA DESANTIS
DAWN M EHRET
ROBERT EDWARD TERNOSKY
STEPHEN GIRONTA
BATIA PRAIZNER
ERIC DAVID GARTLAND
PETER PAUL REMBALSKY
ALVIN ABRAHAM CLAY
PAUL KENNETH KINGSTON
RICHARD E BOROWY
REID IRA CHIZIK

Within 25 miles of Cheltenham, PA, Best Investors lists 709 registered investment advisory firms with 1,866 offices nearby, managing about $44.8T in combined regulatory AUM across 3,576,609 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 Cheltenham

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