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Best financial advisors in Doylestown, PA

Registered advisers within 25 miles of Doylestown, PA.

Offices
1,560
Firms
619
Combined AUM
$22.4T
Firm-wide filings, not assets booked only here
Clients
3.48M
3,477,865 clients when Item 5C has a number
Avg / client
$6.45M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
BARNSTONE ADVISORS LLC
KESTRA ADVISORY SERVICES, LLC
ARCHETYPE FUND MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROCHE ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
MCADAM LLC
COX CAPITAL GENERAL PARTNER, L.L.C.
CORTEN REAL ESTATE MANAGEMENT LLC
RUBENSTEIN PARTNERS
WISSAHICKON WEALTH MANAGEMENT LLC
BLACKROCK INVESTMENT MANAGEMENT, LLC
MYCIO WEALTH PARTNERS, LLC
J. W. COLE ADVISORS, INC.
KEY INVESTMENT SERVICES LLC
VERSA CAPITAL

Investors

ROSE ANNE GALEANO-PHILLIPS
PATRICIA MARKELL MCHUGH
John Aneser
JAMES BRINTON DETWILER
JOSEPH DAVID BATTAGLINI
Mary Clements Evans
CRYSTAL ANNE DYE
Richard Joshua Whitelock
Morgan Lynn McNeely
Zachary David Long
MICHELLE ANN TAUBER
JOSHUA JOHN ROCHE
JOHN LEROY ROCHE
LOUIS GERALD MAMMANA
James Trevouledes
William James Burrough
MICHAEL RYAN BLAHUSCH
Dante Anthony Wright
Conor Francis O'Malley
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
KEITH JOSEPH HOLMES
LOUIS JOSEPH LAMOREAUX

Within 25 miles of Doylestown, PA, Best Investors lists 619 registered investment advisory firms with 1,560 offices nearby, managing about $22.4T in combined regulatory AUM across 3,477,865 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 Doylestown

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM