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Best financial advisors in Flourtown, PA

Registered advisers within 25 miles of Flourtown, PA.

Offices
1,979
Firms
745
Combined AUM
$46.5T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,586,564 clients when Item 5C has a number
Avg / client
$13.0M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAM CARY CAPITAL MANAGEMENT
TD PRIVATE CLIENT WEALTH LLC
WEEKS FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
INDEPENDENT FINANCIAL PARTNERS
CHESTNUT INVESTMENT ADVISORY
GLEN EAGLE ADVISORS, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
COPPELL ADVISORY SOLUTIONS LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PNC WEALTH MANAGEMENT LLC

Investors

Maya Moman Brown
WILLIAM ROBERT CARABASI
CARY WATKINS CARABASI
ALEXANDER C WILLIAMS
MARK EDMUND ARMSTRONG
CHARLES S WEEKS
PETER COOK RUBINCAM
David Holin
Jonathan Holin
Susan Fuhrman-Holin
GEORGE TOTH
JAY S LIPSCHUTZ
RUSSELL MELVILLE HANSCOM
Alexander Canakis
Claudia R. Morales-Herrera
DANIEL WILLIAM DUBYK
Margaret Ann Barker
James Joseph Barker
Elizabeth Rose Barker
MICHAEL NEIL GROSSMAN
Luke David Anthony
MICHAEL FRANCIS JOHNSON
MATTHEW JOSEPH ROBINSON
Brandon Oruch
JONATHAN TODD VISCOUNTE
Megan E Getz
PETER J GUTEKUNST
KEVIN PETRONE
VIVIANNA Hwang
LORI PELLEGRINI HENRY

Within 25 miles of Flourtown, PA, Best Investors lists 745 registered investment advisory firms with 1,979 offices nearby, managing about $46.5T in combined regulatory AUM across 3,586,564 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 Flourtown

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 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 8 CAPTRUST 963 advisers $1.24T AUM