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Best financial advisors in Exton, PA

Registered advisers within 25 miles of Exton, PA.

Offices
1,352
Firms
607
Combined AUM
$45.0T
Firm-wide filings, not assets booked only here
Clients
3.49M
3,485,907 clients when Item 5C has a number
Avg / client
$12.9M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
SUMMIT GROUP RETIREMENT PLANNERS, INC.
EDWARD JONES
BOLDIN ADVISORS
LEGACY ADVISORY SERVICES, LLC
COMPREHENSIVE FINANCIAL ADVISERS
EHB FINANCIAL RESOURCES MANAGEMNT, INC.
TD PRIVATE CLIENT WEALTH LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
STRATEGIC ADVISERS LLC

Investors

DEAN LARS BREWINGTON
ATIQUE YAZDANI
JOSEPH MICHAEL CECCO
LAWRENCE JOSEPH KELLY
WILLIAM DAVID CHAMBLEY
Corey Alan Hernandez
NICHOLAS ANTHONY CRIPPEN
JAMES WILLIAM ROGERS
CYNTHIA LEE HILL
BRIAN MATTHEW FOX
SCOTT ALLEN JEFFERYS
Douglas A Rothenberger
THOMAS MERRICK GRAYBILL
Jude Daniel Swisher
Michael David Barone
Todd Wesley Cottingham
Renée Bangs Mrosowski
DEREK CHRISTOPHER FIORENZA
ANTHONY JOHN FIORENZA
Andrew James Sheridan
Josiah E Nicely
Adam Wilkins
ADAM VARRENTI
RICHARD STEPHEN WIEDL
MARTIN ANDREW GRUSZKA
ROBERT OWEN SMITH
KURT M EBNER
JACOB FREEMAN PECK
AMOS PAUL
AMY BAIRD
RAYMOND J FERRY
KEVIN MCGARVEY
Dharshan Premaratne
Dale E Morra
PHILIP DEANGELIS
CHRISTIAN THOMPSON
JEFFREY WARD HUNTER
EVAN D WINTERS
WASEEM ABBAS KHAN
GLENN HUNTER THOMAS
BRIAN Kyle BERLIN
JOHN JAMES WATSON
DENVILLE LONEY
MICHAEL STEPHEN LEVAY
GINO DIPIETRO
John Patrick Collins
Zachary Charles Cooper
ANDREW SETH BORDERS
RUTHANNE GRACE MONTELEONE
SMITA RAJENDRAN MENON
SARA ANNE SOUCIE
EUAN LIVINGTON
MATTHEW J. KELLEHER
PATRICK M FARREN
BRIAN SCHWEITZER
MANDY SUE SNIDER
DOUGLAS MCALLISTER
ANDREW JAMES MASON
KYLE GADIEL
STEVEN SCHRIVER
KELLY A ROSE
STEVEN SCORNAJENGHI
MATTHEW N. MAGINNIS
RYAN G. SCHILLER
NICOLE FEAN
DANIEL SHAPERO
JARED FOLSOM
DEREK T LITTLE
THOMAS MICHAEL SMITH
FRANCIS DUNCAN DEPIANO
GEORGE RALPH BELL
KEITH B. JACKSON
MICHAEL C. VERGARI
KEVIN PHELAN
CEEGAN D. COOK
GREGORY MAXEY
SEAN ENAMA

Within 25 miles of Exton, PA, Best Investors lists 607 registered investment advisory firms with 1,352 offices nearby, managing about $45.0T in combined regulatory AUM across 3,485,907 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 Exton

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