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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

CETERA INVESTMENT ADVISERS LLC
SUN GLOBAL LLC
TRANSGLOBAL ADVISORY, LLC
PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
PRESERVATION WEALTH MANAGEMENT
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
CITIZENS SECURITIES, INC.
ISQ CAPITAL
INDEPENDENCE SQUARE HOLDINGS, LLC
PARK AVENUE SECURITIES LLC
TRUIST ADVISORY SERVICES, INC.
STERLING CAPITAL MANAGEMENT LLC

Investors

MARILYN ANN BANYAI
Yongsheng Xu
QIN ZHANG
MICHAEL PENG
Ning Tang
Lin Fei
Yu Zhang
THOMAS MARCHOZZI
MICHAEL ANTHONY PIERSON SCHIMEK
STEVEN ALAN SUIB
MATTHEW RYAN SILVERHARDT
BARRY ARTHUR RUCKS
JOHN EDWARD FRAMPTON
MARIA L SHIELDS
CHRISTINE MARIE STEFANOU
MEGHAN ELIZABETH MCINTYRE
DAVID ANDREW DZENDZEL
SAMANTHA LYNNE FRICK
RICHARD A. BREVOGEL
WILLIAM M SCHINDLER
Garrett Tait
JAMES THOMAS TAIT
Harrison Frederick Fosnocht
Brenton Friden Stransky
MEG RYAN
MICHAEL BRIAN BURCHELL
DALE BRIAN FOARD
RICHARD JOSEPH CATANESE
JOHN ROBERT DELP
DANIEL MARTIN AGOGLIA
JESSE LEVY
JOHN J GRIMLEY
CHRISTOPHER BARTLEY LUNDMARK
CHRISTOPHER GEORGE GROEBER
TIMOTHY JOSEPH DORAZIO
BRIAN D PLATT
THOMAS JOSEPH MCHUGH
ANDREW W OMALLEY
MONICA ANNE PEDANO
MICHAEL ANDREW SLATTERY
JOSEPH BLACK ELLIOTT
BENJAMIN MORRIS AUSLANDER
ERIK CLIFFORD LINDHOLM
CHRISTINE DIANE MCEWAN
Zachary Scott Mineur
Kaleb Matthew Burns
NORMAN STANLEY BATANSKY
STEPHEN MATTHEW SCHLICHTER
MATTHEW RYAN REESE
Mark Ailer McMahon
BLAISE WILLING MILANEK
DONALD LEE CONNORS
JAMES ALLEN COX
JEFFREY F BRYANT
Olivier Sureau
BRIAN SYKES
ADAM J BOYER
ALEXANDRE MORGAN QUANTIN
VINCENT M MAZZEI
MORGANE EYRAUD
Sean Patrick Sykes
STEVEN D EARHART
LAWRENCE J ROSENTHAL
LUCA SUDAN
KEVIN S MARTIN
Rocco Anthony Mazzei
PATRICIA M PICARDI
Robert Anthony Filipone
ANTHONY J CORIO
JOHN JOSEPH COLL
JOHN EDWIN HORN
ALAN RALPH GLASSEY
HARRY WILLIAM HORN
JOHN LOUIS MCCRAW
TYLER REID MCCRAW
LOUIS PASTORE
STEPHEN BALDWIN MORRIS
MICHAEL ROTHMAN
GERALD MICHAEL VAN HORN
ANDREW THOMAS DIZIO
MICHAEL JAMES KYPREOS
JORDAN CHRISTIAN NORLEY
SHANE PATRICK SMITH
ERIC JUSTIN LONG
BLAISE JAMES MILANEK
DOUGLAS JOHN SWEENEY
EDWARD VICTOR FRANCE
MARK G COMYNS
JENNIFER LEIGH BURKHARDT
JESSICA KATHRYN SELVANATHAN
Michael Quinn
Jordan Battee

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