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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

WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
WEEKS FINANCIAL SERVICES, LLC
TIFF INVESTMENT MANAGEMENT
TIFF INVESTMENT MANAGEMENT
GODSHALK WELSH CAPITAL MANAGEMENT, INC.
CREATIVE PLANNING
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WEDBUSH SECURITIES INC.
NORDWAND ADVISORS
MCADAM LLC
ALTERRA IOS MANAGER, LLC
LINCOLN FINANCIAL INVESTMENTS CORPORATION
WICK CAPITAL PARTNERS, LLC
NORDWAND INVESTMENTS, LLC
V3LIMITED LLC
PRESILIUM PRIVATE WEALTH, LLC
RETIRE READY WEALTH MANAGEMENT

Investors

MARCUS ROBINSON
JOSEPH SAMUEL QUINTO
Eric J Tuller
PETER MICHAEL MONAHAN
Jesse Morgan Raines
Scott Stern
JOHN GETZ FISCHER
CHARLES S WEEKS
MATTHEW WILLIAM WELSH
David Burke Hallam
Ronald Arthur Cohen
PATRICIA GRACE DAVIS
GREGORY MICHAEL SWINDELLS
Ryan Speak
Frank xiaohuan Fang
MARK ROBERT KASKEY
ROBERT JANUARIUS CELLUCCI
WILLIAM JASON BEARD
DANAJETTE KURTZ
CHRISTIN M HINCKLE
KEVIN MICHAEL QUINN
JAMES GERALD BAILEY
LYNN RENEE SPERANDEO
ROBERT FRANCIS TANSEY
MARK MITCHELL BLUESTEIN
RODNEY PATRICK GRAY
MICHAEL JOHN CONNELLY
KEVIN C PAUL
GERALD JOSHUA KANE
CHRISTOPHER MICHAEL BOYLE
DOUGLAS HENRY DELONG
THEODORE WESLEY BROOKS
PATRICK JOSEPH MCGINNIS
Connor Drew Martin
JAMES FRANCIS MARTIN
Lisa Dimter
MICHAEL JOSEPH MCADAM
KEVIN EUGENE WALSH
Jake Tyler Pinto
Oshaka Lakdeeptha Pinto
AUSTIN SMITH WHITTINGTON
MICHAEL WEISHON YEN
Joshua Bain Godick
Christopher Richard Morrissey
Jeffrey Dale Heminitz
Matthew Edward Donohue
Hannah Catherine Kirk
James Vincent Masone
Alyson Dana
Philip Allen Simonides
Anthony Chirchirillo
ILLYA MANUEL BERMANT
Douglas William Smith
ROBERT ANDREW CARROLL
JUSTIN P CAUDLE
SHANE MICHAEL SWEIGART
DREW FLORENTINO PAUNIL
VICTORIA THU-VAN PAZZALIA
Thomas Enriquez
PARKER WILLIAM AUSTIN MOODY
GREGORY DAVID HUGHES
REBECCA ROSE MEARES
SHAOPENG ZHU
LAUREN RAINEY DOOLAN
THOMAS JOSEPH REDMAN
SEBASTIAN FRANK DOVI
John Michael MacAulay
Derek Joseph Stavarski
Louis Thomas Mantush
Christopher Anthony DeGiacomo
Andrew Bryant Duffy
James Matthew McCarthy
Dominic Shih Yuan Phuah
Stephen Thomas McCarrick
Grant Shapiro
Thomas M Williams
Emma Tranfalia
Erich Grant Hohenleitner
Michael Joseph Lynch
Elliott Bauer
Joseph Michael Radico
Brittany Lynn Oliveira
Zachary R Clark
James Chandler Moda
James Alec Hartman
Benjamin Jackson Poe
Steven Schmuhl
Tanner Cole Bivens
Elias Matthew-Junghee Park
Jalen Ross Hunt Campbell
William Francis Dulin
Nash Toman Biyer Klinger
Spencer Thomas Hall
Ian David Helmus
Jia H Chen
Peter John Molnar
Nicholas James Sabo
Henry JAMES Yocum
Joseph Hubert
Owen Allen
Patrick James Oursler
Alison Marie Whittington
William Alexander Fox
Eli Marshall Bishop
Isaiah James Carroll
Kirsten Allison Buddington Davis
EDWARD THOMAS O'BRIEN
Linus Jae Park
ANDREW WILLIAM PHELAN
ERIC MICHAEL MATTEI
Kiran Sweigart
SEAN PATRICK MORRISSEY
CHRISTOPHER JOSEPH COLASURDO
JASON WILLIAM THOMPSON
PATRICK JAMES CHIRCHIRILLO
KRISTEN THERESA KOONCE
FRANCES D NICOLETTI
BRYAN JOSEPH COONEY
RYAN JAMES STEELE
ALARIC EVAN GOTH
NICHOLAS JOHN FILANO
Adrian Vaughn
CODY DIAMORE
MORGAN FRANCIS MURPHY
ROBERT FRANCIS BILDNER
TODD PATRICK FLYNN
RAND ISSAM ANDONI
Abraham Charles Fleck
Julia Renee Schweibenz
Tyler Richard Kendzior
Cody Richmond
Jeffrey Robert Jones
Connor Nicholas Seifert
James Trevouledes
MICHAEL RYAN BLAHUSCH
Benjamin William Lucas
Dante Anthony Wright
Conor Francis O'Malley
Noah Robert Strasmann
Juliet Elizabeth Mcglaughlin
Chase Candeub
BROOKE ASHLEY BEES
David Stephen Clark
CHRISTOPHER JOSEPH TOPOLEWSKI
Andrew Todd Bucksner
MATTHEW JACOB BARR
Cortright Wetherill
Stephen Charles Paul
ANDREW BLAKE SACHAIS
MARK WILLIAM FELDSER
JOSEPH JOHN DIMAIO
THOMAS CHARLES HUBER
BROOK RICHARD HART
Cullen Thomas Martin
JERRY JOHN DAVIDSE
JAEDEN ALEXANDER CRUZ
Amanda Christine Graf
JAMES VINCENT CIPRIOTTI

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