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Best financial advisors in Croydon, PA

Registered advisers within 25 miles of Croydon, PA.

Offices
1,483
Firms
577
Combined AUM
$20.5T
Firm-wide filings, not assets booked only here
Clients
3.47M
3,474,070 clients when Item 5C has a number
Avg / client
$5.90M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SANTANDER SECURITIES LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
KOVACK ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
CITIZENS SECURITIES, INC.
COSTELLO ASSET MANAGEMENT, INC.

Investors

KENNETH GLENN HAGER
WILLIAM PATRICK MARSHALL
VINCENT NOTARIANNI
AARON EDWARD BORSTEIN
BRIAN DAVID LUCAS
JOHN J WEST
JENNIFER BRADY
Brandon Patrick Marshall
RYAN DANIEL MURRAY
Chirag B. Shah
ROBERT J CARIOLA
CHRISTOPHER DANIEL GIUNTA
ALAN DAVID JACOBSON
RICKY ANTHONY BOONE
Marissa Wood
MICHAEL FRANCIS BECKETT
DAVID RICHARD BROWN
MARK C SPINA
THOMAS ANTHONY BRENNAN
TOBIAS JOHN TILLEMANS
Ameya A Naik
Samuel James Maxey
FRANK MIGNONI
Nico Rawinder Singh Sethi
ERIC HOWARD KODISH
PHILIP JOHN FREDERICKS
KENNETH ADRIAN LESESNE
CHRISTOPHER DAVID FREY
Christopher Donald McDonald
DEAN BERNARD CHALELA
DANIEL MARK BENSTER
RONALD KENNETH SMITH
BRYAN DAVID ROBERTS
FIELDING SCOTT MILLER
TODD DANIEL LINDEMUTH
Robert Anthony Breitner
Robert Donnelly
JOSEPH ANTONIO VEIGA
Carline Diane Gondre
KEVIN ANTHONY COAN
GREGORY BLAKE ENGLEBRETH
NITA D AMIN
JACOB ABRAM SALZMANN

Within 25 miles of Croydon, PA, Best Investors lists 577 registered investment advisory firms with 1,483 offices nearby, managing about $20.5T in combined regulatory AUM across 3,474,070 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 Croydon

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM