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Best financial advisors in Devon, PA

Registered advisers within 25 miles of Devon, PA.

Offices
1,826
Firms
738
Combined AUM
$47.5T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,585,300 clients when Item 5C has a number
Avg / client
$13.3M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
DILLON CAPITAL MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
CORTEN REAL ESTATE MANAGEMENT LLC
RUBENSTEIN PARTNERS
WISSAHICKON WEALTH MANAGEMENT LLC
BLACKROCK INVESTMENT MANAGEMENT, LLC
MYCIO WEALTH PARTNERS, LLC
J. W. COLE ADVISORS, INC.
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
PFS INVESTMENTS INC.
HORNOR, TOWNSEND & KENT, LLC
J.P. MORGAN SECURITIES LLC
BCG SECURITIES, INC.
MODERN WEALTH MANAGEMENT, LLC

Investors

Mark Ziegler
GEOFFREY JOSEPH DEASEY
CHRISTIAN M NOYES
GEORGE FRANCIS FOLEY
Jay Woojae Kang
Julie Ann Purcell
TONY T TRAN
JOSEPH MICHAEL PURCELL
Matthew Joseph Czuj
THOMAS JAMES O'CONNOR
ALIMU ABUDU
DAVID EDMUND LEES
JAMES JOSEPH BILES
MADELINE O'MALLEY YOUNG
APRIL L HEISER-LIEDIKE
Luke David Anthony
MICHAEL FRANCIS JOHNSON
MATTHEW JOSEPH ROBINSON
Brandon Oruch
JONATHAN TODD VISCOUNTE
JAMES LEE HENRY
DAVID CONLEN GEHRING
CHRISTOPHER DYLAN MORELLO
Jackson P Crowe
Kaley Elizabeth Ryan
Devin Scott Musser
Daniel David Lugo Villegas
Kartik Aggarwal
JUSTIN D PAGLIEI
William John Stanley
Anthony John Voce
Zachary Tyler Tierno
Rob Roy McLallen
Ethan Joseph Kohanik
William Thomas Resweber
Alina Semykina
Jacob Parker Hille
Paul Anthony Fontanes
Ryan Joseph Soehnel
Ethan Samuel Anderson
BRUCE JONATHAN FENSTER
ROBERT JOSEPH SHAW
STEPHEN JAMES RENNARD
JONATHAN PETER MICHEWICZ
TIMOTHY TOMALAVAGE
Ross Vincent Harryhill
Jonathan Chien-Shen Huang
MICHAEL DOMENIC FINELLI
PHILIP BONELLI
PAUL JOSEPH BRACAGLIA
Jackson Davey
Kenneth Donald Briscoe
David Connor Lees
DINO TYRONE BRYANT
CHRISTOPHER THOMAS CRAIL
Kieran John ODonnell
Landon R Swallow
KEVIN PHILLIP MCGONAGLE
Justin Norwood
HO-TAE CHANG
DONALD PAUL ANTONACIO
Andrew Steven Cortese

Within 25 miles of Devon, PA, Best Investors lists 738 registered investment advisory firms with 1,826 offices nearby, managing about $47.5T in combined regulatory AUM across 3,585,300 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 Devon

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 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 5 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 6 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 CAPTRUST 963 advisers $1.24T AUM