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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

J.P. MORGAN SECURITIES LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MODERA WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
EMPACTFUL CAPITAL LLC
HARTFORD FUNDS
HARTFORD FUNDS
DSC FINANCIAL ADVISORS, LTD.
M HOLDINGS SECURITIES, INC.
MAI CAPITAL MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
CITIZENS SECURITIES, INC.
ARKADIOS WEALTH ADVISORS
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC

Investors

Jennifer McDonough
Stephen Andrew Moyer
Scott McCrea
NICHOLAS PETER DEMAIO
ANDREA FITZGERALD
SUZANNE REICHL MALIK
ELIZABETH LAWRENCE GAVIN
CHRISTINA MC CULLOUGH
MARK DAVID GERNERD
STEPHEN JOHN HANEY
CHARLES PAUL BOINSKE
Michaela Hope StClair
WILLIAM BRIAN MCGOWAN
PATRICK DENNIS RUNYEN
Marley Danielle Smith
KRISTOPHER DONALD THOMPSON
John Michael Loper
STANLEY MICHAEL ROBBINS
WILLIAM JAY NORBERG
JOSEPH GARY MELCHER
PETER COLWIN TAMBURRINO
DOUGLAS MICHAEL STOCKSLAGER
COLLEEN SWEENEY LYNCH
Andrew Wilson Tornetta
CLINTON JAMES JONES
JESSICA JEAN LARESCA
Cole Christian Drahus
BRIAN EDWARD KRAUS
Gustavo Oliverto De La Roca
Kurt Graham Gustafson
CASEY EDWARD MILLER
DARREN ANTHONY BRICH
THOMAS J GRASSO
JULIE LEE GENJAC
TIMOTHY RICHARD MURPHY
Michael John McDonald
ANTHONY R MONTEROSSO
Jarret Michael Shattuck
JACK ROBERT KELLY
JASON ROBERT SCHECHTER
Jon Ferraiolo
ADAM SCHREIBER
CINDY LUAN
Nathan Patrick Goldman
JANE DAHILL FLANIGAN
MARK ANDREW STEVENS
STEPHEN J WIERBONICS
JOSHUA DAVID GRIBBEN
JOSEPH PAUL MILLER
JOEL ALAN COHEN
JAKE CHARLES MACLEAN
KATELYN ELIZABETH DERR
CURTIS JEFFREY HOPP
YOUNG JAE KIM
Richard L Sims
DANIEL LAWRENCE MASSETTI
Gregory Scott Stevens
Darlene Elizabeth La Bree
MEGAN MOONEY
Colman Peter Flanagan
Edward Zachary Trevino
Clayton Buescher
ALEXANDRIA MACKENZIE WACHTEL
WILLIAM JOSEPH SIFER
SHANE M JOHNSON
MATTHEW CHRISTOPHER MAYER
FRANCIS DEWEY BURKE
VAUGHN RAYE SCHILL
JEFFREY ALLEN LEBER
Catherine Callaghan Gormley
JAMES KAY NESBITT
BRYAN PRESTON BENNER
STEVEN WAYNE LA PORTE
DAVID PAUL MINARCIK
SONILA BLETA
NITA D AMIN
BRYAN R COGLIANO
FRANK B HANNA
Victoria A Lilley
JOHN CHARLES ROESINGER
CORNELIUS PAUL MCCARTHY
JEFF JAFOLLA

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