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Best financial advisors in Delaware Twp, PA

Registered advisers within 25 miles of Delaware Twp, PA.

Offices
137
Firms
55
Combined AUM
$6.42T
Firm-wide filings, not assets booked only here
Clients
1.61M
1,614,097 clients when Item 5C has a number
Avg / client
$3.98M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STONEX ADVISORS INC.
WELLS FARGO CLEARING SERVICES, LLC
LEGACY ADVISORY GROUP, INC.
PNC WEALTH MANAGEMENT LLC
ONESEVEN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
AE WEALTH MANAGEMENT, LLC
NEWEDGE ADVISORS
G. EARL MOWREY & CO., L.L.C
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
STRATOS WEALTH PARTNERS, LTD

Investors

MATTHEW JONATHON DAILEY
DONALD GENE REED
ALISTAIR MCKEE KELLY
CHRYSTAL AMBER SWOPE
SHERRI LEA MARINI
DAVID ANDREW GOLLNER
JESSE B TATTERSON
EDWIN JOSE TORRES
MELISSA ANN BROERMAN
JOHN PATRICK POTTER
MICHAEL GARETH DAVIS
THOMAS WAYNE JONES
Robert Curtis Hoy
James T Carpenter
Michael William Holdford
Jason Witkoski
Melissa L Cogswell
Victoria Dorene Whelan
BRIAN LEE TAYLOR
Joshua Adam Schroder
Matthew Glen Oaks
Timothy John Halchuck
Brian Davin
Austin Thomas Shortreed
GEORGE EARL MOWREY
CHRISTOPHER WILLIAM COPPLOE
Robert Kish
DAVID MICHAEL PINTARIC
John Bates
Cade Kreps
NICOLE DANIELLE JERVIS
MICHELLE ANN LAVERTY
Theodore Joseph Stazak

Within 25 miles of Delaware Twp, PA, Best Investors lists 55 registered investment advisory firms with 137 offices nearby, managing about $6.42T in combined regulatory AUM across 1,614,097 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 Delaware Twp

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM