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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

REGAL INVESTMENT ADVISORS LLC
NEWBRIDGE WEALTH MANAGEMENT
RENAISSANCE ADVISORY GROUP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
INTEGRATED WEALTH CONCEPTS LLC
DAKOTA INVESTMENTS, LLC
BEACON BRIDGE WEALTH PARTNERS, LLC
EDWARD JONES
FINANCIAL COMPASS LLC
PARK AVENUE SECURITIES LLC
STAR ASIA MANAGEMENT
PTS BROKERAGE, LLC
DSC FINANCIAL ADVISORS, LTD.
STATE FARM INVESTMENT MANAGEMENT CORP.
UNITED CAPITAL FINANCIAL ADVISORS

Investors

MATTEO PETRILLO
LOUIS RALPH PETRILLO
VINCENT ROY BARBERA
R. CHRISTOPHER WIEGAND
MARC ALLEN TURNER
ROBERT FREDRICK HOFFMAN
STEPHEN MICHAEL GISH
RYAN EDWARD FLYNN
LANCE AARON LEIMBERG
PAUL COLEMAN KOENIG
DANIEL THOMAS DIDOMENICO
WILLIAM GILMOR COSTIN
STEVEN JOHN KRZYWICKI
JOHN DAVID JIM
PETER J KEENAN
JAMES F SCHMIDT
Caitlin Victoria Sigler Escoffery
Philip Heness
JULIE ANN MCNULTY
CHRISTOPHER M DEYOUNG
PETER MARCELLO
JOHN C KELLY
JEFFREY SCOTT HAHN
RICHARD CHRISTOPHER MALESICH
SALVATORE FRANK MARCELLO
JEREMY JOHN SCHANK
BRAD WILLIAM SCHANK
JESSE TODD KOVACS
TIMOTHY DANIEL COLLINS
WILLIAM JOSEPH SIFER
Stephen Andrew Moyer
Scott McCrea
NICHOLAS PETER DEMAIO
DAPHNE C HU
PATRICIA A ANGELOZZI

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