Best Investors Account Sign in

Best financial advisors in Gwynedd, PA

Registered advisers within 25 miles of Gwynedd, PA.

Offices
1,800
Firms
702
Combined AUM
$45.2T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,577,689 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

BEACON BRIDGE WEALTH PARTNERS, LLC
UNITED CAPITAL FINANCIAL ADVISORS
BCG SECURITIES, INC.
TANNHAUSER FINANCIAL LLC
HORNOR, TOWNSEND & KENT, LLC
PFS INVESTMENTS INC.
DILLON CAPITAL MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BERKADIA CAPITAL ADVISORS LLC
J.P. MORGAN SECURITIES LLC
INTEGRITY INVESTMENT ADVISORS, LLC
ENERTECH CAPITAL
RATIONAL CAPITAL ADVISORS LLC
BUOYANT WEALTH

Investors

STEVEN JOHN KRZYWICKI
JOHN DAVID JIM
PETER J KEENAN
JAMES F SCHMIDT
Caitlin Victoria Sigler Escoffery
DAPHNE C HU
PATRICIA A ANGELOZZI
HO-TAE CHANG
DONALD PAUL ANTONACIO
SEAN CHRISTOPHER WIELAND
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
Nicholas Romano
JOSEPH ANTHONY ROMANO
AARON LEE LANDIS
Vincent John Giarrocco
Gregory Malcolm
JOSEPH JOHN OCHOTNY
SUSAN MARIE WALLA
JOHN GRANT GRIFFITH
MARK BENJAMIN ZINMAN
IRA M. FELDMAN
JOHN ROBERT HICKEY
Daniel Joseph Carney
Yvonne Fu
ROBERT KEITH LUTEY
BRENDAN CHRISTOPHER DOOLEY

Within 25 miles of Gwynedd, PA, Best Investors lists 702 registered investment advisory firms with 1,800 offices nearby, managing about $45.2T in combined regulatory AUM across 3,577,689 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

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