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Best financial advisors in Gladwyne, PA

Registered advisers within 25 miles of Gladwyne, PA.

Offices
2,008
Firms
763
Combined AUM
$45.3T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,587,597 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

KITCHING PARTNERS, LLC
WEALTHFD
NORTHSTAR FINANCIAL COMPANIES, INC.
ARIN RISK ADVISORS LLC
PFS INVESTMENTS INC.
MAIN STREET FINANCIAL SOLUTIONS, LLC
MORGAN PROPERTIES SPECIAL SITUATIONS II LLC
ADDISON CAPITAL
NEST EGG
STIFEL, NICOLAUS & COMPANY, INCORPORATED
PERONI PORTFOLIO ADVISORS, INC.
RBC CAPITAL MARKETS, LLC
HAMILTON LANE
FOURNORTH CAPITAL LLC
IRONVIEW CAPITAL MANAGEMENT, LLC
FAIRMOUNT FUNDS MANAGEMENT LLC
INTRINSIC ADVISORS, LLC
ROSEMONT INVESTMENT PARTNERS, LLC
LPL FINANCIAL LLC

Investors

Gregory Dob
STEPHEN RICHARD KITCHING
NICHOLAS NEILIO
Allison M Kade
VICTORIA RACHEL ABAEV
Rose DeFrank
Joseph Benjamin Hogan
Ryan DiFabrizio
JULIA MEGAN RANDALL
Thomas Tuskey
Gavin B King
STEVEN BRIAN GIRARD
GLENN ALFRED WILLIAMS
Joshua Grimes-Avery
RYAN MICHAEL BAILEY
LAWRENCE HOWARD LEMPERT
JOSEPH JOHN DESIPIO
RAYMOND ROBERT BYRNES
ANTHONY TIMET
CARA RENEE PUCCIO
ROBERT PAUL KARR
Mark Anthony Gombita
MICHAEL ALAN CHURCH
STEVEN RICHARD BENJAMIN
MORGAN CARTER FREES
Jason Alex Dorfman
ETHAN PATRICK PRINCE
CHARLES ANTHONY SCAVONE
Jason Daniel Berkson
William Anthony Nunley
RYAN THOMAS SHANE
Samuel Mills Hardy
OLEKSA E KYJ
STEPHEN ELLIOT DOLAN
DANIEL JOHN O'MARA
PHILIP T HINTZE
MICHAEL KEVIN MCNICHOL
CHRISTINA MCGETTIGAN
Ellen R Perlman
JEFFREY ROBERT GORDON
VINCENT JAMES BENVENUTO
MICHAEL WARD SILVERMAN
DOUGLAS EDWARD GETZKE
SUSAN JEAN ALLAN
ANGELO CAPETOLA
MICHAEL THOMAS COLBRIDGE
STEPHEN JOHN SOSANGELIS
Maryanne Kelly
JASON THOMAS PEPE
EDWARD ROBERT MURRAY
ROBERT MARK STEINMAN
Seamus MacCrory
Kim Marie Davis
CONSTANCE LUCILLE JONES
MARTIN FIRESTONE BOWERS
PAUL CUMMINGS SMITH
JAMES BENTON STAMBAUGH
COLLEEN MARGARET KUSY
EUGENE EVERETT PERONI
CAROL JEAN MULLER
Timothy John Pippet
Matthew S Salvitti
STUART ANTHONY BRISTOW
LAURA ANNE JOHNSON
AARON HARRY WEIERBACH
DAVID CHARLES RANKIN
William A Gallagher
Ryan T Galardi
MICHAEL ANTHONY COURTNEY
JAMES A GILLIN
PARI MICHELE HASHEMI MAGURA
James Senderling
James J Senderling
SCOTT ALEXANDER KARKENNY
John PAUL Robbie
DAVID MICHAEL CACCESE
BARBARA ELAINE BREWER
Michael Vincent Billiris
RICHARD THOMAS CARLIN
THOMAS JOHN TARKA
WALTER J MACK
JEFFREY DONALD HALL
MATTHEW JAMES QUIGLEY
Michael C Nolan
THOMAS RICHARD BYRNES
FRANCIS RICHARD COURTNEY
BRUCE JAMES BESECKER
HENRY JAMES FARAGALLI
LAURIE ANN MCNALLY
JAMES JOSEPH ERNST
TRACY JENEE DUGAN
ROBERT ALICK SALON
Daren Roberts
BRADLEY JACOB ROSEN
BENJAMIN CONRAD ROBERTS
RAHUL KOTHARI
JAMES CHARLES MENDELSON
STEPHEN JOSEPH STULB
DANIEL PATRICK CALLAHAN
Bryan Austin Rementer
Matthew Scott Mendelson
James H Mooney

Within 25 miles of Gladwyne, PA, Best Investors lists 763 registered investment advisory firms with 2,008 offices nearby, managing about $45.3T in combined regulatory AUM across 3,587,597 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 Gladwyne

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