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Best financial advisors in Immaculata, PA

Registered advisers within 25 miles of Immaculata, PA.

Offices
1,604
Firms
699
Combined AUM
$45.2T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,580,925 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
FOCUS PARTNERS WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PRIME CAPITAL FINANCIAL
LOMBARD ADVISERS INCORPORATED
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
PNC WEALTH MANAGEMENT LLC
SANTANDER SECURITIES LLC
1015 CAPITAL PARTNERS, LLC
SPC
AUERBACH INVESTMENT SERVICES, LLC
GREY FOX WEALTH ADVISORS, LLC
EMKO INDUSTRIAL GP I LLC
J.P. MORGAN SECURITIES LLC

Investors

ANDREW PAUL TOMASKO
ALAN MARK SCHAPIRE
CARL STEPHEN NADWODNY
MARVA LEAN HARDNETT
JOAN N GREENSPON
THOMAS STEPHEN WALLS
JOHN MICHAEL SKLENCAR
JOSEPH SAMUEL QUINTO
Eric J Tuller
PETER MICHAEL MONAHAN
Jesse Morgan Raines
Scott Stern
JOHN GETZ FISCHER
Matthew Charles Gaughan
BRIAN THOMAS CALLAHAN
PATRICK THEODORE WAYMAN
DENNIS IVAN FREEDMAN
LESLIE VANDIVIERE CALLAHAN
Francis J Sortino
ARI MARC FRAZER
STEVEN MICHAEL WEISZ
KEITH THOMAS MORRIS
THOMAS SCOTT ROBBINS
Jennifer Lynn MacKerchar
Suzanne Kitchen
CHRISTOPHER S VAN PELT
Nicholas Dalia
AIDAN Francis KEAVENEY
Andrew Huppman
MICHELLE JENNIFER BLASS
MARY CATHERINE MCNUTT
STUART ALAN LEIBOWITZ
EDWARD CHARLES HOGAN
ROBERT B LOGAN
BRIAN Dennis DARLING
Jessica Kagin-Tropea
Kevin Auerbach
THEODORE JAMES LAUZEN
KEVIN JAN DOMBROWSKI
Daniel Joseph McGlinn
Hans Michael Lauzen
THEODORE CHRISTIAN POPPE
Bryce Cleveland
RYAN PATRICK BONNER
Aidan Neuberger
HANNAH ELIZABETH MARIN
STEVEN BEYLIS

Within 25 miles of Immaculata, PA, Best Investors lists 699 registered investment advisory firms with 1,604 offices nearby, managing about $45.2T in combined regulatory AUM across 3,580,925 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 Immaculata

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