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Best financial advisors in Coatesville, PA

Registered advisers within 25 miles of Coatesville, PA.

Offices
930
Firms
418
Combined AUM
$42.2T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,256,577 clients when Item 5C has a number
Avg / client
$13.0M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
KESTRA ADVISORY SERVICES, LLC
HOEY INVESTMENTS, INC.
CITIZENS SECURITIES, INC.
CLEAN CARS MANAGEMENT, LLC
CLEAN CARS MANAGEMENT II, LLC
CLEAN CARS MANAGEMENT III, LLC
RAI ENERGY FUND MANAGER LLC
RAI NATURAL GAS MANAGER, LLC
BLOCKCHAIN ASSETS MANAGER
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
REVISIONIST WEALTH ADVISORS, LLC
EDWARD JONES
EAGLE INVESTMENT ADVISORS
GROUNDWORK WEALTH MANAGEMENT, LLC
MEGAANNUM CAPITAL, LLC
BRUTON CHISNELL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC

Investors

Charles Edward Tilkens
JEFFREY MICHAEL WOLF
IAN KAHIL
JARED KRIST STANLEY
FRANCIS JAMES HOEY
JOSEPH MICHAEL FARAGASSO
RYAN KEITH TYLER
JOANNE LEE WEIDNER
Marc Richard Apfelbaum
Jian Serina Shi
DAVID LYNN SUMMERS
JAY ALAN PAINTER
JAMES PARK TAYLOR
KAREN ANN PRINCIPE
PHILIP MICHAEL MASCHERINO
Michael Anthony Chisnell
BENJAMIN CULVER BRUTON
JAMES MARSHALL BRUTON
Bajram Elezaj
Max Land

Within 25 miles of Coatesville, PA, Best Investors lists 418 registered investment advisory firms with 930 offices nearby, managing about $42.2T in combined regulatory AUM across 3,256,577 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 Coatesville

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