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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

CAMELOT CAPITAL MANAGEMENT LTD
PARADIGM MONEY MANAGEMENT, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
ALLIANT RETIREMENT CONSULTING
HIGHTOWER ADVISORS, LLC
MODERA WEALTH MANAGEMENT, LLC
AC WEALTH PARTNERS
ENVESTNET PMC
ENVESTNET PORTFOLIO SOLUTIONS, INC.
ENVESTNET RETIREMENT SOLUTIONS, LLC
FDX ADVISORS, INC.
QRG CAPITAL MANAGEMENT, INC.
VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC

Investors

Alicia Lynette Stingley
Abigail Lee Vick
ARTHUR RONALD TAXIN
Julia Scaringe Sell
JAMES ALAN IAN LASCHINGER
KATHLEEN MONAHAN
Ryan OConnor
Brett Barron
Mark Erven Meyer
TERESSA LEA RAMBO
ROBERT HENRY NELSON
SEAN PAUL WAGGONER
ADRIANA RAMOS COURTS
QUAY DIXON
RYAN CHRISTOPHER BARNETT
PATRICK Ralph TINKHAM
Alexandra Marie Parsons
KATHLEEN RUTH AICHER
CARA CAPPETTO REYNOLDS
CARRIE LYNN SILVESTRO
Tyler Glenn Olson
CHRISTIE CHENG SCOTT
FRANCIS XAVIER MASSE
Brayden Daniel Sauerbier
RAYMOND LAWRENCE BARALDI
GREGORY CHARLES SARIAN
KEVIN LEO WAGER
George Breckinridge Cauffman
Nicole Morgan Serio
JEREMIAH RIETHMILLER
Caitlin Marie Heery
ANDREA FITZGERALD
SUZANNE REICHL MALIK
ELIZABETH LAWRENCE GAVIN
CHRISTINA MC CULLOUGH
MARK DAVID GERNERD
STEPHEN JOHN HANEY
CHARLES PAUL BOINSKE
Michaela Hope StClair
WILLIAM BRIAN MCGOWAN
PATRICK DENNIS RUNYEN
Marley Danielle Smith
KRISTOPHER DONALD THOMPSON
John Michael Loper
WILLIAM THOMAS COLE
BRENDAN PATRICK MCCONNELL
MICHAEL JOHN KERR
JASON BRADFORD MOORE
JOHN EDWARD COYNE
JAMES JOSEPH TRACY
George Brooks Wrightnour
DAVID Lee HEIN
CALVIN DON BRYANT
Christopher Layton Barlow
LACEY BLAIR Zavelovich
Richard Andrew Stanek
JAMES F CONYBEAR
CATHERINE THERESA REESE
MATTHEW AUBREY ERICKSON
SCOTT M PEARLMAN
MICHAEL ANTHONY SALDUTTI
MICHAEL HOFFER FEATHERMAN
ROBERT W RIGGS
MICHAEL ANDREW PESCATORE
JENNIFER MARIE TARNOFF
Trinity S. Gray
RUSSELL CHARLES COLBURN
JEFFERSON FRANCIS BARTLEY
JOSEPH THOMAS HEIDEMAN
BRAD NICHOLAS MCILVAINE
RACHEL B MANDEIX
BRIAN PATRICK MALLEN
ANDREW THOMAS MCDONALD
Luke Andrew Maioriello
ALEXANDER CHRISTIAN AYCOCK
BRANDON ROCKWELL THOMAS
ANDRE CHARLES BEHRMANN
SETH GARRETT WAGER
STEVEN DAVID MISHEIKIS
ALAN ROBERT KREUZBERGER
TODD DOUGLAS RAIS
ANTHONY JOHN DELMASTRO
NATHAN LLOYD JOHNSON
MICHAEL JAMES DREVENY
JANET LOUISE MARICONTI- SHABMAN
Shannon Michelle Massey
ROBERT LEE VINES
DENISE MARIE DIANA
KEVIN PATRICK ST. CLAIR
REGAN BURKE RYAN
WILLIAM MICHAEL RYAN
ANDREW BARTHOLOMEO SIMONETTI
ANDREW ARTHUR STAVARIDIS
KIPP RICHARD CORMIER
Sarah Lynn Abernathy
ERIK ROBERT PREUS
JANIS ZVINGELIS
MEGAN L. MEAD
TIMOTHY JAMES KELLEY
Eric Donato
Ryan S. Horvath
BRIAN J CONNELLY
EDWARD ANTHONY TRUMPBOUR
DONALD IRVING OHARA
RASTISLAV BERLANSKY
ANDREW David BRICK

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