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Best financial advisors in Huntingdon Valley, PA

Registered advisers within 25 miles of Huntingdon Valley, PA.

Offices
1,883
Firms
731
Combined AUM
$22.6T
Firm-wide filings, not assets booked only here
Clients
5.35M
5,353,490 clients when Item 5C has a number
Avg / client
$4.22M
Combined AUM ÷ clients

Nearby offices

Firms

PENNSYLVANIA CAPITAL MANAGEMENT INC.
KESTRA ADVISORY SERVICES, LLC
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BLACKRIDGE ASSET MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
SILVER OAK SECURITIES, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HCR WEALTH ADVISORS

Investors

STEPHEN THOMAS PALMER
Christopher Mallon
DONNA M ZANETTI
IRVIN G SCHORSCH
Dylan Hansen
GLENN JAY HANSEN
NITA D AMIN
Ray S Greenberg
SONILA BLETA
BARRY ROBERT SHEVLIN
Brian Joseph Dobisch
MICHAEL THOMAS MCGINN
MARC VICTOR ROSENBLUM
KENNETH GLENN HAGER
WILLIAM PATRICK MARSHALL
VINCENT NOTARIANNI
AARON EDWARD BORSTEIN
BRIAN DAVID LUCAS
JOHN J WEST
JENNIFER BRADY
Brandon Patrick Marshall
RYAN DANIEL MURRAY
BRYAN DAVID ROBERTS
FIELDING SCOTT MILLER
TODD DANIEL LINDEMUTH
Robert Anthony Breitner
DANIEL EDWARD HENDEL
JOSEPH FRANCIS SASKIEWICZ
CHARLES ERIK HALLORAN
CHRISTIAN MYERS WAGNER
JEFFREY SCOTT GOTTESMAN
MICHI CHIN
Samuel R Seidler
Daniel Brian Smyth
WOLFGANG ALFONS HEIN

Within 25 miles of Huntingdon Valley, PA, Best Investors lists 731 registered investment advisory firms with 1,883 offices nearby, managing about $22.6T in combined regulatory AUM across 5,353,490 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 Huntingdon Valley

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM