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Best financial advisors in Feasterville Trevose, PA

Registered advisers within 25 miles of Feasterville Trevose, PA.

Offices
1,741
Firms
674
Combined AUM
$21.0T
Firm-wide filings, not assets booked only here
Clients
3.48M
3,479,817 clients when Item 5C has a number
Avg / client
$6.04M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
ROBERT W. BAIRD & CO. INCORPORATED
THE AMERIFLEX GROUP
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
CONSTANTIA CAPITAL LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KREMPA ASSOCIATES INC.
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
COOMBS WEALTH ADVISORY, LLC

Investors

JOSEPH DANIEL BURNS
MICHAEL JOSEPH FEHRENBACK
James C. Manuola
Jeffrey George
JEN J PARSONS
Joseph K Dunn
Christopher Spitaletto
JEFFREY D BROWNE
Jessica Marie Friend
NICHOLAS BROWNE
Chelsea Sieczkowski
George John Di Biase
Robert Koosha
gianna elena pizoli
Christopher PAUL Reber
TESORA LETIZIA SPECCA
RICHARD JAGODZINSKI
Aileen T Takio
JASON TYLOR LEWER
NATALJA BARNETT
STEPHEN ALEX SCHMID
LAUREN M KWASNICKI
JOSEPH P DUGARY
MATTHEW NICHOLAS D'AMICO
COREY MULHOLLAND
NICHOLAS SANTORO
CHARLES JERARD WALKER
Hunter Prescott Coraggio
Gianna Bannach
Stephen P Kain
Dante Pinckney
Amanda L. Green
Kristy Ruth Connor
Ray Xuan Diao
James Errigo Hoff
Carly Jordan
ROBERT PAUL FALCONIERO
Amanda Manuola
Tyreek Conroy Wilson
Tyrell Rashad William Smith
Randy Christopher Sinnott
Joseph Mario Persiano
Jonathan Robert Schmitt
Mary Jayne Beckett
FRANCIS JOSEPH MURPHY
KEVIN ROBERT BARNETT
ROBERT CHENGCHI KU
CHRISTINE MARIE CAPORALE
Antony K Thomas
Jeffrey J. Pawlik
ALBERT D KIM
LINDSEY HUDSPETH
DOUGLAS JONES
Max Prager
Henry G Pizoli
Richard Byungseung Kang
Stephen C. Bernstein
Tina Solorzano
Jacqueline M Lipski
Anthony J. Arot
Michael H. Halliday
Shawn Michael Benson
SCOTT MICHAEL NASH
HEATHER A HUBERT
JAMES A KILCOMMONS
WILFORD H LAWRENCE
LINDSAY NEWELL
MARCUS DENISON GROOMES-WARREN
Michelle Pullano
Juan Lopez Maya
Jared C. Hannah
Lawrence M Olivadoti
Younger Jack
Madelyn P McMahon
JOHN STEVEN FROST
RYAN CHRISTOPHER UNTHANK
KRISTIN ELIZABETH HILLSLEY
JORGE H DIAZ
NANCY JARRETT POPOVICH
Zachary T Bross
Elena K Leahy
JAMES WILLIAM MCGUIRE
PATRICK MICHAEL FOLEY
BRITTNEY MAY SCHLICKER
Jonathan Sklar
CHRISTINA ANNE NASH
JODI MARIE VIAUD
Michael Donato
DEBRA BETH SCHACHTER
JAMIL JACKSON
PHILLIP FINE
HARVEY JUSTIN FRAM
JOSEPH ANTHONY CATANZARO
Nicholas Romano
JOSEPH ANTHONY ROMANO
ERIC LEE JAY
A CHARLES KREMPA
WILLIAM THOMAS KREMPA
ALBERT CHARLES KREMPA
JOHN GERARD CARSON
WILLIAM THOMAS KAELI
LONNIE A. COOMBS
BRIAN C. COOMBS
Ronald Vincent Donato
REYNOLD PETER CICALESE
MARK JOHN FISHER
Heather R Sherrill

Within 25 miles of Feasterville Trevose, PA, Best Investors lists 674 registered investment advisory firms with 1,741 offices nearby, managing about $21.0T in combined regulatory AUM across 3,479,817 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 Feasterville Trevose

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