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Best financial advisors in Downingtown, PA

Registered advisers within 25 miles of Downingtown, PA.

Offices
1,224
Firms
557
Combined AUM
$44.0T
Firm-wide filings, not assets booked only here
Clients
3.49M
3,486,133 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CREATIVE FINANCIAL DESIGNS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PROWELL FINANCIAL MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WARREN FINANCIAL SERVICE
EP WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
WEALTHCARE ADVISORY PARTNERS LLC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
COMMONWEALTH FINANCIAL NETWORK
MODERN WEALTH MANAGEMENT, LLC
CONESTOGA WEALTH MANAGEMENT
MML INVESTORS SERVICES, LLC
BCG SECURITIES, INC.
BIRCH RUN INVESTMENTS, LLC
EHB FINANCIAL RESOURCES MANAGEMNT, INC.

Investors

VINCENT CHARLES AMALFITANO
Nicholas James Amalfitano
JOSEPH ANTHONY AMALFITANO
Angel Luis Sotomayor
Zachary Charles Cooper
ANDREW SETH BORDERS
RUTHANNE GRACE MONTELEONE
SARAH COOK LYNCH
MARK EDWARD PROWELL
Courtney Lynn Kauffman
Sydney Bianca Ronzano
GEORGE SAMUEL MASTROGIORGOS
BRAD PHILLIPS KRAJSA
ALEJANDRO RAY BUTTERS
GABRIEL GOFORTH
Rory Alexandra Ronzano
MARK ALEXIS OHLER
SCOTT SHELLHAMER
ROBERT A MCCARTY
Timothy Michael Wiand
Jordan T Sisson
LINDA SUE BOVE
STEVEN Kenneth BACHMANN
KEVIN RALPH
LAWRENCE JOSEPH KELLY
Michael David Barone
Todd Wesley Cottingham
Andrew Steven Cortese
DAVID ARTHUR KRING
EDWARD ALLAN WOOD
DOMINIC GINO MARINUCCI
MICHAEL RUTHERFORD SKIFF
LAWRENCE M MCHUGH
JEROMIA J BURGER
JASON T CABOT
ROBERT WILLIAM CLAYTON
Jack Dalton Mattera
EDMUND JOHN DRACUP
MICHAEL JOHN LYNCH
DANIEL PIERCE BATTY
JOHN DAVID FUNK
VICTOR EDWARD DUPUIS
JOSHUA ANTHONY WINTER
JOHN BOLTON DELANEY
DAVID MICHAEL KILLIAN
Bradford Davis Alliger
Tyler Richard Beck

Within 25 miles of Downingtown, PA, Best Investors lists 557 registered investment advisory firms with 1,224 offices nearby, managing about $44.0T in combined regulatory AUM across 3,486,133 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 Downingtown

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