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Best financial advisors in Collegeville, PA

Registered advisers within 25 miles of Collegeville, PA.

Offices
1,601
Firms
661
Combined AUM
$45.1T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,576,107 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
NEW WAVE FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
KEY INVESTMENT SERVICES LLC
THRIVE WEALTH MANAGEMENT, LLC
RBC ROCHDALE, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
HORNOR, TOWNSEND & KENT, LLC
BOUVEL INVESTMENT PARTNERS, LLC

Investors

Paul Michael Mazurski
Blake Robert Fisher
DAVID WOODS
Garrett Tait
JAMES THOMAS TAIT
Jennifer Elizabeth Staudenmayer
Jennifer McDonough
JONATHAN ROBERT MONROE
ROBERT MICHAEL ELWELL
JOHN DONALD KOCHEL
Matthew Buckery
DANIEL ANDREW WHITE
John J Shimp
Beth Wentzel
RICHARD WALTER STORMS
JOSEPH ST. PEDRO
DAVID JAMES WOOD
MICHAEL HERBERT MENNINGER
Kyle Ryan
Nicholas Michael DeVito
Julius Joseph Mittl
Aaron Nicholas Sanchez
Andres Josue Maldonado Carvallo
John Victor DeNuto
MATTHEW GREGG SHAFER
Melissa Marie Devlin
NORMAN SHAW MACQUEEN
MATTHEW ANTONIO FATZ
MICHAEL ANTHONY PTASZENSKI
STEPHEN PHILIP ERFLE
MATTHEW JOSEPH DONAHUE
IAN JEREMY HOFFMAN
JACK GREEN
MICHAEL PATRICK STANTON
Christian Dekker
Sean Gallagher
Andrew Bernard King
DAVID MICHAEL LITTLE
ERIC SEAN CALLAHAN
JAMES HOFF
ANDREW KARL HOFF
APRIL L HEISER-LIEDIKE
BRIAN GOODMAN
STEPHANE ERIC BOUVEL
JEAN PIERRE GEORGES BOUVEL
WAYNE S CREEDEN

Within 25 miles of Collegeville, PA, Best Investors lists 661 registered investment advisory firms with 1,601 offices nearby, managing about $45.1T in combined regulatory AUM across 3,576,107 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 Collegeville

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