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Best financial advisors in Graterford, PA

Registered advisers within 25 miles of Graterford, PA.

Offices
1,582
Firms
655
Combined AUM
$45.1T
Firm-wide filings, not assets booked only here
Clients
3.57M
3,572,661 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
AMERITAS ADVISORY SERVICES, LLC
CITIZENS SECURITIES, INC.
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST
ATTINGER, LLC
NEWMARKET INVESTMENT MANAGEMENT, LP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

NICHOLAS PETER DEMAIO
KEVIN CHRISTOPHER FLOOD
JOHANNA GRACE JACKSON
ELIZABETH CATHERINE RUSSELL
ZACHARY ALAN KNABLE
JEFFREY SCOTT GOTTESMAN
CLYDE JOSEPH MCKAY
LOUIS PETER DERITO
WILLIAM KENNETH LUNDSTROM
ANTHONY JOSEPH PETTOLA
Dawei Yan
DOMENICA L LEITNER
DEBORAH MACK ROUNDTREE
ANDREW A ARNO
LEE ROBERT JOHNSON
DAVID SAMUEL WATERS
STANLEY MICHAEL ROBBINS
WILLIAM JAY NORBERG
BRUCE D HILLEGASS
SONILA BLETA
KIET GIA HUA
NITA D AMIN
JARED REED WEISS
ARTHUR ROBERT WEISS
James W Fox
Mason Lee Paulus
Charles Hammel
Sarah E Schiavoni
Joseph M. Hurchik
Alison B Simpson
Doron Eisenscher
DOUGLAS DIKIJIAN
PETER DAVID DRISCOLL
Christopher C Garvin
Lindsey Cain Bulger
John A DiGirolamo
ROBERT C ANZURES
Samuel C Bookbinder
Gabriella Joyce Lewald
Sean Thomas Connelly
Theodore J DeCencio
David E Tierney
Herb W Zimmerman
MATTHEW TODD CHENEY
ANDREW FORD TOMSON
JAMES MURPHY BROWN
BRETT HOWARD SCHRYER
Matthew J Tomasino
EUGENE JAMES EIGNOR
GREGREY JAMES THOMAS
JOSEPH TYLER CINOTTO
GARRETT S GOGGIN
Olivia T. Bakunas
DAVID J CHORBA
AJ HELGERSON
Liam J Hart
Mark M Bourdin
KUMUD CHHANALAL GANDHI

Within 25 miles of Graterford, PA, Best Investors lists 655 registered investment advisory firms with 1,582 offices nearby, managing about $45.1T in combined regulatory AUM across 3,572,661 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 Graterford

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