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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

PRIME CAPITAL FINANCIAL
LOMBARD ADVISERS INCORPORATED
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
CITIZENS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
DILLON CAPITAL MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
SANTANDER SECURITIES LLC
JANNEY MONTGOMERY SCOTT LLC
PAYNE CAPITAL MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
ADVISORY SERVICES NETWORK

Investors

JOAN N GREENSPON
THOMAS STEPHEN WALLS
JOHN MICHAEL SKLENCAR
JAMES PATRICK KARTHAUS
Thomas Venute Christopher
ANTHONY DAVARO
THOMAS JAMES BELL
BRIAN ROBERT HILLSBERG
Mark Ziegler
GEOFFREY JOSEPH DEASEY
CHRISTIAN M NOYES
GEORGE FRANCIS FOLEY
Jay Woojae Kang
JOSEPH SAMUEL QUINTO
Eric J Tuller
PETER MICHAEL MONAHAN
Jesse Morgan Raines
Scott Stern
JOHN GETZ FISCHER
Andre Murillo
Charlie Cho
Mohammad Abdul-Fattah
Nicholas Rizzieri
Marcel Andreen Hillary-Smith
Chrysta Gail Grampp
Matthew Wegryn
Naima Bensassi
Tugba Pasaogullari
Benjamin T Dickinson
Jeffrey Scott Silvieus
Dylan Cinardo
Joseph Anthony Mangano
Adit Sem
Harris D Greene
Andrew Bruno
Andrew Huppman
Mary Fordney
James M Todd
Muhammad Umar Sheikh
Steven Barajas
Ryan Batalha
Matthew Sysyn
RUSSELL R VALANTE
BRIAN PAUL CUTTIC
Juan Sturla
MARK ALAN KELLEY
RAYMOND T WILEY
EVAN FOOTER
JEFFREY WILLIAM REICHNER
H. BRAD KERR
MICHAEL ROBERT PATITUCCI
DANIEL S LEVIN
MARC STEVEN RAPOPORT
MARY ELLEN MCCULLAGH
ELLIOTT PAUL FOOTER
BINNIE SUE FOOTER
MICHAEL ROBERT PATITUCCI
H. BRAD KERR
Aaron Dessen
CHRISTOPHER ROBERT PAYNE
ROBERT JOSEPH PAYNE
SEAN PATRICK MCGOVERN
JOHN DAVID SCOTT
JAMES WESLEY SCOTT
RODNEY LAWRENCE BOYLAN
JOHN ANTHONY COSTELLO
KERRI L RADIMER
Nicholas James Daniels
WILLIAM DAVIS MADARA
JOHN ANTHONY MILLER

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