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Best financial advisors in Havertown, PA

Registered advisers within 25 miles of Havertown, PA.

Offices
1,969
Firms
769
Combined AUM
$45.4T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,586,606 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
INDEPENDENCE ASSET ADVISORS, LLC
MAINLINE INVESTMENT ADVISERS, LLC
MERION REALTY ADVISERS, LLC
BIRCH CREEK CAPITAL, LLC
CW ADVISORS, LLC
EDWARD JONES
AI ADVISOR, INC.
OSAIC INSTITUTIONS, INC.
ORBITAL MANAGEMENT
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Joseph Patrick Mylotte
KATIE ELIZABETH KEARNS
MARY STAMM DALY
WILLIAM ALAN LANDMAN
DAVID ANDREW CLAPPER
TYLER WILLIAM WYNN
LOREN L MCDOUGALL
JUSTIN STEVEN HOROWITZ
Richard Ernest Milburn
Keith David Coleman
DAVID SAUL TURBINER
ERIC Oscar ZELTNER
Rebecca Moore Renninger
LAWRENCE E PORTNOFF
David Paul Wilson
Matthew W. Fry
Christopher Michael Mayer
JONATHAN REED LIGGETT
SCOTT ARI SHAW
OFIR MAMAN
ERIC WILLIAM LOUGHNANE
ROSS ELLIOT COHEN
DAVID JOSEPH DIEAL
MATTHEW SCOTT BAGELL
DEREK SCOT DAVIDSON
JONATHAN MASTER
Michal Robert Pieczonka
BINH NGUYEN
BRETT DARYL HUTCHINS
Luke Stauffer
Josie xiao jing Chen
Philip Heness

Within 25 miles of Havertown, PA, Best Investors lists 769 registered investment advisory firms with 1,969 offices nearby, managing about $45.4T in combined regulatory AUM across 3,586,606 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 Havertown

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