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Best financial advisors in Douglassville, PA

Registered advisers within 25 miles of Douglassville, PA.

Offices
796
Firms
342
Combined AUM
$39.7T
Firm-wide filings, not assets booked only here
Clients
2.86M
2,864,661 clients when Item 5C has a number
Avg / client
$13.9M
Combined AUM ÷ clients

Nearby offices

Firms

GENEOS WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC
PAUL FAIR ASSOCIATES, LLC
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
IPI WEALTH MANAGEMENT, INC.
USA FINANCIAL SECURITIES LLC
PRIVATE ADVISOR GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PARK AVENUE SECURITIES LLC
CITIZENS SECURITIES, INC.
KESTRA ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

STEPHEN J ROHRER
TIMOTHY JAMES RUSSELL
J JEREMY EHST
CHERYL L GYSI
STEPHEN M VIRKLER
NATHAN MICHAEL LEE
PAUL EDWARD FAIR
GREGORY CHARLES BAUER
TINA MARIE SARACINO
STEVEN BEYLIS
Stephen M Peters
JEFFREY EARL BUSH
SHANNON E LAROSSE
STEVEN JABLONSKI
SAMUEL PETER VARANO
EDWARD MICHAEL DIRUGERIS
BENJAMIN GUY SHARPE
DAVID DUKE WELD
GERALDINE EDITH WARDLE
JOHN CHRISTIAN SCHLEGEL
DAVID ALLAN SZABLOWSKI
PATRICIA M PICARDI
STEVEN DOUGLAS WILLIAMS
DAVID EATON RATHGEB
STEVEN ANTHONY MILLER
Austin Patrick Andrews
Amie Rae Wanner
Wyatt Klopp
DARRYL SCOTT BENFIELD
CHRISTOPHER BLAUSER
KEVIN EARL HENLEY
Morgan Michael Wilson
ANDREA JEAN WILSON
SUSAN KAY GROSS

Within 25 miles of Douglassville, PA, Best Investors lists 342 registered investment advisory firms with 796 offices nearby, managing about $39.7T in combined regulatory AUM across 2,864,661 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 Douglassville

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