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Best financial advisors in Hatboro, PA

Registered advisers within 25 miles of Hatboro, PA.

Offices
1,839
Firms
697
Combined AUM
$44.8T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,575,994 clients when Item 5C has a number
Avg / client
$12.5M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DEL VAL RETIREMENT AND INVESTMENT SERVICES INC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
SANTANDER SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KREMPA ASSOCIATES INC.
CETERA INVESTMENT ADVISERS LLC
DUKE AND DUKE WEALTH MANAGEMENT LLC
ATTLEBORO WEALTH MANAGEMENT LLC
NORTHSTAR FINANCIAL COMPANIES, INC.
KITCHING PARTNERS, LLC
WEALTHFD
ROCKEFELLER FINANCIAL LLC
APOLLON WEALTH MANAGEMENT, LLC
ARIN RISK ADVISORS LLC

Investors

Dennis A. Csensits
KATHRYN DAIKELER BOGLE
STEPHEN ALBERT GARNICK
Michael Scott Garnick
STEPHEN WILLIAM NILES
Kevin Gerald DiBiaso
WILLIAM SANDS JR
KEVIN JOSEPH LOWBER
JOSEPH ANTHONY CATANZARO
Andre Murillo
Charlie Cho
Mohammad Abdul-Fattah
Nicholas Rizzieri
Marcel Andreen Hillary-Smith
Chrysta Gail Grampp
Matthew Wegryn
Naima Bensassi
Tugba Pasaogullari
Benjamin T Dickinson
Jeffrey Scott Silvieus
Dylan Cinardo
Joseph Anthony Mangano
Adit Sem
Harris D Greene
Andrew Bruno
Andrew Huppman
Mary Fordney
James M Todd
Muhammad Umar Sheikh
Steven Barajas
Ryan Batalha
Matthew Sysyn
ERIC LEE JAY
A CHARLES KREMPA
WILLIAM THOMAS KREMPA
ALBERT CHARLES KREMPA
CAROLYN THIAN SIEWH CHOH
THOMAS GEORGE MALKOCH
Victor Stanley Deane
STEPHEN JOHN DUDEK
PATRICK JAMES HYNES
David Jwanier
HARRY ERIC KELLER
MATTHEW FABIAN WEIDINGER
PHILLIP ALBERT LORENZON
JESSE SVEN DANIELSON
DAVID MORRISON
Ryan Thomas Kelly
MARK JOSEPH BYELICH
EMILY CHRISTINE WHEELER
LIDIA G AMODEI
JESSE DANIEL D'ELIA
David John White
JULIA MEGAN RANDALL
Thomas Tuskey
Gavin B King
STEVEN BRIAN GIRARD
GLENN ALFRED WILLIAMS
Joshua Grimes-Avery
Gregory Dob
STEPHEN RICHARD KITCHING
NICHOLAS NEILIO
Allison M Kade
VICTORIA RACHEL ABAEV
Rose DeFrank
Joseph Benjamin Hogan
Ryan DiFabrizio
MARK WAYNE ULRICH
Deborah J Wainwright
RYAN R MAHLSTEDT
ANTHONY FERRANDINO
RACHEL ZHANG
Margaret M Simmons
EVANGELOS TSEMBELIS
RICHARD VICTOR SIMKUS
ROBERT JOSEPH SAVINO
RYAN MICHAEL BAILEY
LAWRENCE HOWARD LEMPERT
JOSEPH JOHN DESIPIO

Within 25 miles of Hatboro, PA, Best Investors lists 697 registered investment advisory firms with 1,839 offices nearby, managing about $44.8T in combined regulatory AUM across 3,575,994 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 Hatboro

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