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Best financial advisors in Gwynedd Valley, PA

Registered advisers within 25 miles of Gwynedd Valley, PA.

Offices
1,878
Firms
721
Combined AUM
$45.2T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,578,723 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

BCG SECURITIES, INC.
HORNOR, TOWNSEND & KENT, LLC
PFS INVESTMENTS INC.
DILLON CAPITAL MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
JFS WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
PFH CAPITAL, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ENERTECH CAPITAL
RATIONAL CAPITAL ADVISORS LLC
BUOYANT WEALTH
TANNHAUSER FINANCIAL LLC
EDWARD JONES
PAYNE CAPITAL MANAGEMENT, LLC

Investors

HO-TAE CHANG
DONALD PAUL ANTONACIO
Kieran John ODonnell
Landon R Swallow
KEVIN PHILLIP MCGONAGLE
DINO TYRONE BRYANT
CHRISTOPHER THOMAS CRAIL
GEOFFREY JOSEPH DEASEY
CHRISTIAN M NOYES
GEORGE FRANCIS FOLEY
Jay Woojae Kang
Mark Ziegler
Adam Richard Etzel
THOMAS A FOGLIA
RYAN DAVID WIZOV
SHAWN CHRISTOPHER SMITH
DIANE MARIA BERNHARD
KENT D KEITH
BARRY W MCCARTHY
Salvatore Alfano
SETH PHILIP GANSMAN
AARON LEE LANDIS
MATTHEW BRADLEY REPKO
MARK BRIGGS DUDYCHA
Gregory Malcolm
Yvonne Fu
ROBERT KEITH LUTEY
BRENDAN CHRISTOPHER DOOLEY
STEPHEN ROBERT SHARKEY
Thomas Paul Brennan
SEAN CHRISTOPHER WIELAND
Elena Marie Sickles
Aaron Dessen

Within 25 miles of Gwynedd Valley, PA, Best Investors lists 721 registered investment advisory firms with 1,878 offices nearby, managing about $45.2T in combined regulatory AUM across 3,578,723 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 Gwynedd Valley

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