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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

TD PRIVATE CLIENT WEALTH LLC
PROSPERITY ADVISERS, LLC
CITIZENS SECURITIES, INC.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MVO PRIVATE WEALTH, LLC
CHARLES SCHWAB & CO., INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SHARP FINANCIAL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERITAS ADVISORY SERVICES, LLC
NEW WAVE FINANCIAL LLC

Investors

Mark-Anthony Gibson
AUSTIN LEE BENOFF
DANIEL NMN BARRAM
BRIAN ROBERT HILLSBERG
CHRISTOPHER JOSEPH MULLIGAN
THOMAS JAMES BELL
KELLY K PASTER
David Sung
Matthew Maskarinec
JARED IAN HARK
MATTHEW MICHAEL MAERTZIG
MARK THOMAS MAERTZIG
MATTHEW ADAM CRAMER
Kalpesh Hasmukh Patel
SCOTT OWEN BOMBECK
JOSEPH ANTHONY ROMANOSKI
STEPHAN ALLAN COLGLAZIER
MICHAEL HOWARD SHARP
EDWARD VENTS RIMBENIEKS
TASHA DENISE MILES
Katherine Carmichael Morosani
LISA R. KOZAK
MARK EDWARD MUELLER
ROBERT STACY FRIED
DAVID FAZZINI
FRANK SAMUEL HENNESSEY
MICHAEL CHRISTIAN POLIN
MARK VINCENT GREIM
JAMES THORTON HOWER
Zachary Evan Halvonik
JONATHAN ROBERT MONROE
PHILIP KANG YUN

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