Best Investors Account Sign in

Best financial advisors in Conshohocken, PA

Registered advisers within 25 miles of Conshohocken, PA.

Offices
2,021
Firms
763
Combined AUM
$45.8T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,587,426 clients when Item 5C has a number
Avg / client
$12.8M
Combined AUM ÷ clients

Nearby offices

Firms

PARADIGM MONEY MANAGEMENT, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
COOPER EAGLE, LLC
WELLS FARGO CLEARING SERVICES, LLC
INVERNESS GRAHAM INVESTMENTS, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
GADSDEN
FORTIS ADVISORS, LLC
ALMANACK INVESTMENT PARTNERS
EDWARD JONES
DIVI-VEST ADVISORS
SUN GLOBAL LLC
TRANSGLOBAL ADVISORY, LLC
J.P. MORGAN SECURITIES LLC

Investors

Alicia Lynette Stingley
Abigail Lee Vick
ARTHUR RONALD TAXIN
ANDREW LEE COOPER
Rebecca Michelle Drexler-Bleivik
JONATHAN ROBERT GOLDMAN
MICHAEL ROBERT PAPA
RICHARD PAUL KEARNEY
Bo Hoffman
Brian Alexander Villanueva
Jill Kaye Dreibelbis
Brittany Regina Allenson
Ryan Earl
Edmund Kean John
LINDA DIANE JONES
SALLY HOFFMAN
Kurt Andrew Hayn
SHANE MICHAEL LEVEY
Karl Eric Hanson
Issac M Gao
Matthew Cinciripino
HERBERT CONLEY HUFFMAN
Peter Munley
BENJAMIN JAMES SCHLEICHER
Rijo Abraham Reji
DEREK BROCK BOLES
MARLENE D MUSSO
RANDALL SCOT HUBSCHMIDT
Athanasios Tsirukis
Robert Todd Valleau
KEVIN RAYMOND HARPER
MICHAEL N DE QUEVEDO
ROBERT SCOTT PULSIFER
ERICH WILLIAM YOST
WILLIAM SAPP MERRIKEN
Brendan M Gilmore
Donna M Teets
ERIC JAMES VIAVATTENE
Jake Szulinski
RICHARD BRENT BYRNE
JAMES CRAIG STRETCH
DAVID ALEX MASTRO
Yongsheng Xu
QIN ZHANG
MICHAEL PENG
Ning Tang
Lin Fei
Yu Zhang
SURABHI SHUKLA
Vertell Stinson

Within 25 miles of Conshohocken, PA, Best Investors lists 763 registered investment advisory firms with 2,021 offices nearby, managing about $45.8T in combined regulatory AUM across 3,587,426 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 Conshohocken

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