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Best financial advisors in Folcroft, PA

Registered advisers within 25 miles of Folcroft, PA.

Offices
1,881
Firms
760
Combined AUM
$45.3T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,587,050 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

GREY FOX WEALTH ADVISORS, LLC
TROUTMAN WEALTH
PLUMTREE FINANCIAL PLANNING
TRANSAMERICA FINANCIAL ADVISORS, LLC
STONERIDGE WEALTH ADVISORS, LLC
PRIVATE ADVISOR GROUP, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
MAISCH FINANCIAL PARTNERS, LLC
FULL COURT STRATEGIC WEALTH, LLC
FIRST COMMAND ADVISORY SERVICES
WEALTHPLAN INVESTMENT MANAGEMENT LLC
RAYMOND JAMES & ASSOCIATES, INC.
COPPER BEECH FINANCIAL GROUP, LLC
OSAIC WEALTH, INC.
PACER ADVISORS, INC.
OSAIC INSTITUTIONS, INC.

Investors

THEODORE JAMES LAUZEN
KEVIN JAN DOMBROWSKI
Daniel Joseph McGlinn
Hans Michael Lauzen
THEODORE CHRISTIAN POPPE
Bryce Cleveland
RYAN PATRICK BONNER
Aidan Neuberger
HANNAH ELIZABETH MARIN
STEPHEN MICHAEL TROUTMAN
BETH HOPE DANDREA
XUPING FAN
Yu Tao
JEFFREY ALAN THOMPSON
ROY MICHAEL BLUMBERG
CHRISTOPHER S VAN PELT
RICHARD T MILLER
Patrick Sean Ryan
James Kyle Boyd
Erik Ermentraut
Bradly Scott Schultz
BRANDON Joseph LEBOON
Christian Andrew Maisch
Alexis Lee Farabaugh
Knalidi Hinkson Davies
Kevin Michael Siclari
Shea Patrick Harvey
Keith Roger Thibodeau
Sara Nicole Wilson
John Taylor Haggerty
MARK A POWERS
LISA DIANA BERGMAN
Cody Baldwin
Michael Parise
JOHN PARISE
Garrett S Tingle
Marc Westburg
BRAD SCHAFENACKER GERY
DANIEL MARK ALIVERNINI
PATRICK RYAN HULL
DEREK RADCLIFF
John Abbott
Nathan Grant Baker
MICHAEL Patrick GILLESPIE
Joseph Albert Werner
BRUCE ALAN KAVANAUGH
ASHLEE ANN THOMSON BRADBARD
MARK CHARLES KETTENHOFEN
DONALD C KORNSE
JOE MCKEE THOMSON
SEAN EDWARD OHARA
MARK AUSTIN DONOVAN
Jeffrey Shawn Johnson
ERIN MARIE JAGUSAK
CHRISTOPHER REED

Within 25 miles of Folcroft, PA, Best Investors lists 760 registered investment advisory firms with 1,881 offices nearby, managing about $45.3T in combined regulatory AUM across 3,587,050 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 Folcroft

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