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Best financial advisors in Green Lane, PA

Registered advisers within 25 miles of Green Lane, PA.

Offices
1,270
Firms
490
Combined AUM
$42.4T
Firm-wide filings, not assets booked only here
Clients
3.43M
3,432,812 clients when Item 5C has a number
Avg / client
$12.4M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
IVC WEALTH ADVISORS LLC
GLOBAL WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
ADVISORY SERVICES NETWORK
ALLSTATE FINANCIAL ADVISORS, LLC
RBC ROCHDALE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

ALEXANDER JORDAN MONGAN
Matthew Stephen Delzingaro
Michael Ryan Kern
BRADLEY CHRISTOPHER BISHOP
Austin Jarred Seibert
Jared Scott Mason
DAVID DONALD BILGER
THERESA MARIE WEAVER
Mary Jo Anne Webb
WILLIAM BRUCE QUAGLIO
LEO SCOTT WEBB
Savannah Webb
DANIEL JARROD PETERS
DIANA C RUSHTON
ROBERT WILLIAM CLARKE
JANE IADEMARCO
RANDY STEPHEN BOCHNIAK
Bonnie Lynn Thompson
HUGH JOSEPH CAMERON
DAVID WILLIAM GOTWALS
RONALD JACK JOYCE
ERIC VAUGHN LANDES
PAUL JOSEPH MCCOLGAN
JULIE ANN MACDADE
SCOTT JOSEPH CENDALI
JOSEPH JOHN BORGESE
LINDSEY JO BORGESE
RAYMOND ZONG
Jeffrey E Pascoe
ELIZABETH ANNE HERMAN
Kia N Coleman
Matthew James Dewitt
KENNETH MICHAEL CORDELLA
BRADY EDWARD YOHN
GREGORY HARRIS STEIN
Deanna Michele LaSpino
JOSEPH ROBERT HERRON
APRIL L HEISER-LIEDIKE
DAVID MICHAEL LITTLE
MATTHEW FABIAN WEIDINGER

Within 25 miles of Green Lane, PA, Best Investors lists 490 registered investment advisory firms with 1,270 offices nearby, managing about $42.4T in combined regulatory AUM across 3,432,812 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 Green Lane

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