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Best financial advisors in Fishertown, PA

Registered advisers within 25 miles of Fishertown, PA.

Offices
66
Firms
25
Combined AUM
$4.79T
Firm-wide filings, not assets booked only here
Clients
699K
699,053 clients when Item 5C has a number
Avg / client
$6.85M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
GWN SECURITIES INC.
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

MICHAEL DAVID WEBB
Brian Anthony Jeffries
DANIEL WILLIAM DEARMENT
MICHAEL GERARD AKERS
MATTHEW PAUL RANDALL
Leigh Taylor Shank
Jeffrey L Gable
TONYA NORTHCRAFT
Steven Dull
LESA FEUILLET HAAS
ANTHONY JOSEPH DESTEFANO
Jesse Eleanor Landis
CYNTHIA ANN ORLOVSKY
KEVIN LEE PILE
ERIC JOHN ORLOVSKY
RICKY ANDREW KALANISH
CHRISTOPHER COLL BENEC
ANDREW CAZIMER WALIGORA
JOHN FRANCIS PAROS
TIMOTHY MARK HENRY
DOUGLAS MacEwen BROWN
MARK D VIBOSTOK
ROBERT D FINK
Vincent William Vibostok
THERESA MARIE BOGOVICH

Within 25 miles of Fishertown, PA, Best Investors lists 25 registered investment advisory firms with 66 offices nearby, managing about $4.79T in combined regulatory AUM across 699,053 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 Fishertown

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM