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Best financial advisors in Chester, PA

Registered advisers within 25 miles of Chester, PA.

Offices
1,773
Firms
735
Combined AUM
$45.3T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,586,795 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
INVICTA ADVISORS LLC
LPL FINANCIAL LLC
STEVEN G. BLUM AND ASSOCIATES, LLC
HORTER INVESTMENT MANAGEMENT, LLC
PARAGON CAPITAL ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
SANTANDER SECURITIES LLC
FLAGSHIP CAPITAL MANAGEMENT INC
CETERA INVESTMENT ADVISERS LLC
SOFI WEALTH LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
CBIZ INVESTMENT ADVISORY SERVICES, LLC

Investors

Ihor Zbyshko
Benjamin Geiger
JOHANNA GRACE JACKSON
ELIZABETH CATHERINE RUSSELL
GREGORY SCOTT TEAL
ERIC MICHAEL SMITH
WILLIAM KENNETH LUNDSTROM
STEVEN G. BLUM
MARY QUINN BONFINI
CHRISTOPHER JOSEPH MULLIGAN
DANIEL THOMAS DOUGHERTY
JOHN FRANCIS ENDRES
JAMES FRANKLIN CATANESE
Andrew Huppman
William Daniel Bradley
THOMAS ALLEN GOLDSMITH
DAVID DOMINIC MARSICO
JEFFREY EDWARD MARSICO
DAVID EDWARD TATE
JEFFREY DAVID SIMPSON
DOMINIC EDWARD MARSICO
Candice Lee Gilman
Patrick Domenic Ricci
Derek Jones
SCOTT OWEN BOMBECK
MATT HEINTZ
JACOB EARL LUSBY
CHRISTOPHER JOHN TOMLINSON
BRADLEY PATRICK WARNER
RICHARD CHRISTIAN RITZER
MICHAEL BERNARD GLACKIN
PETER JOHN RIVIELLO
Rory Padraic Glackin

Within 25 miles of Chester, PA, Best Investors lists 735 registered investment advisory firms with 1,773 offices nearby, managing about $45.3T in combined regulatory AUM across 3,586,795 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 Chester

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